Migration guide

Switching platforms: the migration checklist

A platform-neutral checklist for moving a community or course business. General guidance, not platform-specific instructions; always confirm details in each platform's help docs.

1. Export your members and customers
Download every member/customer list with emails before you change anything. Check each platform's export options in its help center.
2. Plan for recurring payments
Active subscriptions are tied to the old platform's payment setup. Confirm with both platforms whether they can be migrated; often members must re-subscribe on the new platform.
3. Move content deliberately
Courses, posts and files rarely transfer 1:1. Inventory videos, downloads and lesson order, then rebuild and spot-check.
4. Run both in parallel
Keep the old space live (read-only) for a few weeks so members can find the new home.
5. Tell members early
Announce the date, what changes, and exactly what they need to do. Repeat it.
6. Recheck the math
Fees differ by plan and price point. Rerun the calculator with your real numbers before committing to an annual plan.