Transfer Members Between Classes

How to Transfer a Member from One Class to Another from Their Profile #

1. Open the member’s current class session 0:00

• Go to the member’s profile.
• Find the class session the member needs to move out of.
• Click the three dots on the right-hand side of that class session.

2. Start the class transfer 0:10

• Select Transfer Class from the menu.
• Choose a session end date for the member’s current class.
• Example: set the end date to June 12.

3. Set the new class transfer date 0:31

• Move the member into their new class by setting the transfer date.
• The system will automatically default to the next available session.
• If the member cannot attend that session, choose a different date instead.

4. Review the transfer details 0:48

• Confirm the transfer summary shown on screen.
• Review:
  • The member being moved
  • The start date of the new class
  • The end date of the current class
  • The updated number of children enrolled in the class

5. Notify the parent and complete the transfer 1:04

• Optionally check the box to email the parent about the transfer.
• When everything looks correct, click the button to complete the transfer.
• A confirmation message will appear after the transfer is successful.