Settings

Your agency, your team, and the forms your clients fill in.

Switch to Socialus

Coming from another tool? We move your clients, files and payments over. Nobody gets billed twice.

Bring your clients

CSV, or connect your old tool. 24 clients found.

Bring their files

Photos and videos from Google Drive or Dropbox. 1,240 files, 18 GB.

Move payments

Keep everyone's plan and billing date.

Tell your clients

One friendly email with their new portal link.

Move payments

Your old tool uses Stripe

Best option. Stripe copies your clients' saved cards to your new connected account. Clients don't lift a finger.

  • 19 clients with saved cards
  • Plans and billing dates matched
  • Old subscriptions stop the day new ones start

Stripe usually finishes in a few days. We guide you through it.

Anything else (PayPal, invoices, e-Transfer)

Clients get a “Confirm your card” link. Their next payment stays on the same date, so there's no gap and no double charge.

  • 5 clients to confirm
  • Reminders until they do
  • e-Transfer clients can keep paying that way

Switching more than 40 clients? We'll do the move for you. Message us from Help.