Table of Contents
How to Transfer a Member Into a New Class from the Registers Page #
1. Open the Member Transfer option 0:00
- From the Registers page, locate the member you want to move.
- Click the X next to the member’s name.
- Open the Action Type drop-down menu.
- Scroll down and select Member Transfer.
2. Enter the transfer details 0:16
- On the Member Transfer page, select the last session date in the member’s current group.
- Choose the new destination group the member will move into.
- Select the transfer start date.
- If the member cannot attend the first session, choose the correct date from the date menu.
3. Review the transfer and notification options 0:46
- Check the confirmation box on the page to verify the transfer details.
- Review the summary to make sure the move is correct.
- If needed, tick the option to send an email notification to the parent so they know the child has been moved to a new group.
4. Complete the transfer 1:02
- Once everything is correct, click Transfer One Member.
- The parent will receive the email notification if selected.
- The child will be moved into the new class.
- Click Done to finish.
