If you’re using Floating Rain:
Ask Robert for your data. He is GREAT about sending it to you, but make sure you’re done using it though. Your school will be removed from his server as soon as he sends you your data. Once you have it, send it to me and we’ll save it on our server and can easily access it to find any RTA’s.

If you’re using Booking Pro, Dance Pro or iDance Desktop version:
If you’re using an older version of iDance. Your studio data and student information lives on your computer. You can continue to pay for FileMaker or find a free version that will give you continued access to your studio information.

If you’re using iDance Cloud:
You can ask Mohamed for YOUR data. You want the raw data dump that has typically come in a zip file. If you can’t get it, we advise you to gather (PDF) as many studio/student reports as you can. You probably want the student activity for the past few years.
Reports like:
Inquiry Tracking Report – Go back as far as you can, so you get anyone who never booked.
Gift Certificates – You want to pull ALL unredeemed GC programs. (You may have to do this in the sales report and filter out each GC package.)
Receipt Audit List(s) – I would run this year to year in case there’s a need to find a payment or use for your taxes while between programs.
Student Inventory – Grab this RIGHT before you turn off iDance. You want both Active AND Inactive information in case you have any RTA’s with lessons remaining.
Service Summary Report – This will show you a snapshot of balances, enrolled, taken and remaining
Appointments Report – You can find this under Booking. It lists ALL the lessons that your students have taken. Depending on how far back you go, it could take a but to run. But might be nice to have.

Remember: You’re moving forward fresh and clean. If you’re happy with the numbers that you put into Agenda Master, then we’re good. This information would just be good to have in case you need to answer questions with student accounts.