Switching your members · 1-page overview
Moving your members over, the seamless way.
Leaving BoomCloud, Kleer, Clerri, or another membership platform? We move every paying member for you. No patient re-enters a card, nobody is double-charged, and there's no gap in coverage. Members keep the price they pay today and stay on their existing renewal date.
1
Tell us you're switching
From your dashboard, start your switch and share which platform you're leaving, your plans and pricing, and roughly how many members. No patient card numbers, ever.
2
We move them securely
We coordinate a secure, PCI-compliant transfer of your members' saved cards between providers, then recreate each membership at the same price, on the same renewal date.
3
They keep going
Members appear in your PracticeSteady roster, active right away. The first charge lands on their normal renewal date. You switch off the old platform last, and you're done.
✓No card re-entry. Saved cards transfer provider-to-provider.
✓No double-billing, no gap. Billed on the existing renewal date.
✓Members keep their price. Migrated at today's exact rate.
✓Old platform off last. Only after the move is verified.
What we need from you
- Which platform you're leaving (BoomCloud, Kleer, Clerri, or other)
- Current plans & pricing so members keep their rate
- Roughly how many paying members
- Who manages your current account (to coordinate the export)
- Ideal go-live date for the cutover
Ready when you are.
Start your switch from your dashboard, or talk to us at
hello@practicesteady.com. We'll confirm a timeline and handle the rest.