Will anyone be double-charged or have a gap in coverage?

No. Each membership is recreated to bill on the member's existing renewal date, so the first PracticeSteady charge replaces the next charge they would have had, with no double-billing and no gap. You only stop billing on the old platform after the move is verified.

How long does switching take?

Most of the work is the secure card transfer, which is coordinated with your current provider. Once that's ready, your members move over in one validated run and appear in your dashboard immediately. We'll give you a timeline when you start.

Switch from BoomCloud, Kleer, or Clerri to PracticeSteady: We Move Your Members For You

Q: Do my members keep their current price?

Yes. Every member is migrated at the exact price they pay today, so nobody sees a change and nobody churns over a price bump. You can adjust pricing later for new enrollments.

The short version: moving an in-house membership program usually means asking hundreds of patients to re-enter their cards, and praying nobody drops off. PracticeSteady does it the seamless way: your members' saved cards transfer securely between providers, each membership is recreated at the same price on the same renewal date, and everyone lands in your PracticeSteady dashboard. No re-entry, no double-bill, no gap.

How it works

Three steps, and your members are home

STEP 1

Tell us you're switching

From your dashboard, start your switch and tell us which platform you're leaving, your current plans and pricing, and roughly how many members. That's it. No patient card numbers, ever.

STEP 2

We move the members securely

We coordinate a PCI-compliant transfer of your members' saved cards directly between payment providers, then recreate each membership at the price they already pay, anchored to their existing renewal date.

STEP 3

They keep going, in your dashboard

Members appear in your PracticeSteady roster, active immediately. The first charge lands on their normal renewal date, with no double-charge and no gap. You tell the old provider to stop billing, and you're done.

Our promise

What we guarantee on every switch

✓

No patient re-enters a card.

Saved cards move provider-to-provider, securely.

✓

No double-billing, no gap.

Each member is billed on their existing renewal date.

✓

Members keep their price.

Migrated at the exact rate they pay today.

✓

You only stop the old platform last.

After the move is verified, never a moment of overlap.

What we need from you

A few details, and no patient card data

You provide these once, right in your dashboard. The members' card details are transferred securely between providers, so they never touch a form.

Which platform you're leavingBoomCloud, Kleer, Clerri, or another, so we use the right transfer path.
Your current plans & pricingSo we map each plan to a tier and keep every member's current price.
Roughly how many paying membersTo scope the move and the secure transfer.
Who manages your current accountA contact so we can coordinate the export with your provider.
Your ideal go-live dateWe schedule the cutover around your team.

FAQ

Common questions

Will my patients have to re-enter their credit cards?

No. Your members' saved cards move directly between payment providers in a secure, PCI-compliant transfer. No patient re-enters anything, and your front desk never handles card numbers.

Will anyone be double-charged or lose coverage?

No. Each membership is recreated to bill on the member's existing renewal date, so the first PracticeSteady charge simply replaces the next charge they'd have had. You only switch off the old platform once the move is verified.

Do my members keep their current price?

Yes. Every member migrates at the exact price they pay today. Nobody sees a change, so nobody churns over a price bump.

Where do my members end up?

Right in your PracticeSteady Membership tab, with their plan, price, status, and benefits, the same place your front desk manages everyone else, alongside booking, reviews, and the rest of the platform.

After I switch, can new patients sign up on my website?

Yes. Once you switch, the membership sign-up is built natively into the PracticeSteady website we host for you, so new patients can join online in your branding in the same place they book, and your team manages every member from the same dashboard, with no separate vendor portal.

What if my current provider won't release the data?

Most do, with your written authorization. If a provider won't cooperate, we'll set up a guided re-enrollment instead. It is less seamless, but we'll make it as painless as possible. We'll tell you up front which path applies.

Leaving BoomCloud, Kleer, or Clerri? We move your members for you.