Anvil resource
Gym software migration worksheet
Switching systems is easier when you migrate one workflow at a time and know which data actually matters.
Inventory current systems
- CRM/leads:
- Members:
- Billing/payments:
- Scheduling:
- Documents:
- Reports:
Choose the first workflow
Recommended first workflow: lead capture to follow-up to member conversion to booking to check-in to report.
Data exports to request
- Members with email, phone, status, tags, plan, join date.
- Leads with source, status, assigned staff, notes, next follow-up.
- Membership plans and subscriptions.
- Class schedule, staff, locations, rooms, and capacity.
- Documents and waiver status.
Launch safety checks
- Import preview reviewed by owner or manager.
- Staff trained on the first workflow.
- Fallback process defined for launch week.
- First-week support contact assigned.
Early access
Want this workflow inside Anvil?
Anvil is being built to turn these operating practices into daily workflows for gyms and studios.