What usually goes wrong in a migration
Switching members areas rarely fails on the content. It fails at the edges: the student who can't get into the new place, the old link shared in an email, the sale that keeps granting access on the old platform after the switch. Almost all of these problems come from doing things in the wrong order, above all from canceling the old place before the class has moved into the new one.
The order that avoids this has four stages: inventory, copy, review and switch. Until the switch, nothing changes for the student.
1. Take stock of what exists
Before copying anything, list what is going to move:
Content. Courses, modules, lessons and their order, each lesson's supporting materials and certificates.
Videos. Where each one is today: on a video service, on a channel, or only inside the current platform.
Students and access. Who has access to what, since when and until when, including classes with a deadline.
Sales. Which products, on which payment platforms, unlock which courses.
Shared links. Automated emails, bio links, sales pages and groups that point to the current address.
2. Bring students over with the same email
The email is the student's identity. If they log into the new place with the same email and find the courses they already had, the migration is invisible; if they have to create an account and ask for access again, you get a support queue.
The way to do it is a spreadsheet with each student's name and email and, if there is one, the start date and expiry of each access. At Weve, member import accepts CSV from Excel or Google Sheets, shows in a preview where each row will go before saving, and doesn't duplicate anyone if the same spreadsheet is imported again. The start date becomes the start of access, so drip release picks up where it was.
3. Copy the content and decide on the videos
Copy courses, lessons and materials in the same order students know them; changing the structure along with the address confuses whoever was halfway through the course. Leave the reorganizing for after the switch.
For videos, the simplest thing is to keep them where they already are: if the new platform accepts the service you use, the lesson just gets the link. Moving to new hosting is a separate decision, and it can come later.
4. Review before any student sees it
With the club set up, log in as a real student would: one who has only one course, another who has everything, another whose access is about to expire. Check that the right courses show up, that videos play on a phone and that the materials open. At Weve, each member's page has "log in as", which opens the members area exactly as that student sees it.
Fix whatever is missing now. Up to this point, the class keeps studying in the old place without knowing a thing.
5. The switch: sales first, the announcement after
On the set day, switch the sales integration: every new purchase starts granting access in the new club. At Weve, the integrations with Hotmart, Kiwify, Eduzz and Guru are done by pasting the club's address into the platform's dashboard, and any other one comes in by webhook.
Then tell the class about the new address, by email and wherever else you talk to them. Say that the login email is the same and how to create a password, if needed. Update the shared links from the inventory.
6. Only cancel the old one once the class is in
Keep the old platform running for a while after the announcement. Track who has already logged into the new club and reach out to those who haven't; once most of them are studying in the new place, then cancel. Canceling earlier is the fastest way to turn a migration into refunds.
Doing it yourself or with the platform's team
You can do it yourself with a spreadsheet and a few afternoons, and for small classes that's usually enough. With many courses, classes with different deadlines or more than one sales platform, it's worth having someone who has done this many times.
At Weve, our team handles the migration: it brings over courses, lessons, materials and students, sets up the club before the switch, you review it, and only then are sales connected. The cost, if any, is agreed on a call before anything starts.
The migration checklist
Before calling the switch done, check:
Inventory done: content, videos, students, sales and links.
Students imported with the same email, the same courses and the same dates.
Club reviewed as students with different profiles, on a computer and on a phone.
Sales switched: a new purchase unlocks access in the new club.
Class notified and shared links updated.
Old one canceled only after the class has moved in.