UPBook Loyalty Program
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      2. UPBook Loyalty Program

      The Launch Process

      Migration Process!

      We want to make the process as seamless as possible for you and your team. The process will take approximately 2-3 weeks.

      Here’s are the steps:

      1. First, watch the full demo to walk through the new platform

      2. Take it for a test drive

      3. Submit the Getting Started Form

      4. Export your active client list with phone & email only so we can complete the email cleanup process for your loyalty client accounts (explained here)

      5. We’ll get your account set up and migrate all client accounts with email addresses (approx 3-5 business days)

      6. Time to test and make any necessary tweaks!

      7. We’ll discuss your rollout plan and make sure your team has everything needed to be successful for launch.

      8. Launch! 🚀