What to expect: moving to Forma.

The short version

You open a handful of accounts and tell me how your studio works. I build it, move your data, and practice with your team. On your date, you switch.

A new studio with nothing to move is the quickest. For a studio leaving another system, plan on two to four weeks, most of it preparation and practice so that switch day is uneventful.

Step by step

1. Kickoff call

   We agree on your switch date, working back from when your current contract ends. I learn how your studio runs: classes, pricing, policies, who works the desk.

2. You fill in the studio sheet You

   One shared spreadsheet: rooms, class types, schedule, staff, pricing, policies, and your waiver text. Most owners finish it in an evening.

3. Accounts opened in your name You Me

   Hosting, Stripe, email delivery and the rest, each with your studio's email. You create them and invite me; I connect them. See Accounts to open.

4. I build your studio Me

   Your colors and logo, class types, schedule, pricing and memberships, cancellation policies, staff logins, your waiver, and the emails your clients receive. Your booking pages go live on your own address, for example book.yourstudio.com.

5. Your data comes over Me

   I move your clients, active memberships, class-pack balances and upcoming bookings. How that is done depends on what your current software lets you export, so I confirm exactly what will and won't come over before you commit to a date.

6. Practice You Me

   Your team signs in and runs a pretend day: book, check in, sell, refund. We make a real purchase with a real card and refund it. You check a sample of clients against your old system.

7. Switch day

   A final data move after your old system closes for the night. Your website's Schedule and Pricing links point to Forma. The first class the next morning checks in from Forma.

8. Handover

   You confirm you hold every login. I stay close for the first weeks, then you run it. Help is there when you want it.

Start these early

Four things take longer than the rest, so they begin at kickoff.

• Your current contract. Its end date and notice period set your switch date. Check both now.
• Stripe verification. Stripe confirms your business and bank details before it pays out. Usually a few days.
• Google sign-in. Google asks for a published privacy policy on your website before it lets everyone use it.
• Text messages. If you want to text clients, U.S. carriers require a business registration that can take a few weeks.

What your members will notice

• A new booking link, on your own website.
• No passwords. They sign in with Google or a 6-digit code sent to their email.
• Their account is already there, with their membership or remaining classes.
• They add their card once. Card numbers can't be exported from most platforms, so members re-enter a card for their next payment. I help you plan that message so autopay members aren't caught out.
• They sign your waiver once in Forma if there's no signed copy on record.

What I need from you

• Admin access to your current software, or the exports I ask for.
• One person who can make decisions about pricing and policies.
• About 30 minutes a week until you switch, and quick replies when I have a question.
• Your legal pages: terms, privacy policy and waiver. Each studio writes its own; I connect them, and I'd have a lawyer look at the waiver.

More guides: How Forma runs and what it costs · Moving to Forma · Accounts to open · Questions owners ask · Security

Forma Studio · forma.consulting/studio/moving · polina@forma.consulting · November 2026