When transferring a customer from class to class or team to team, make sure there is a payment made already. If the customer has not paid anything, then simply drop the customer from the one roster and add them to the new one. For example, if I want to transfer someone from one Bunnies class to another Bunnies class at a different time, here are the steps: - Go to customer profile page and click on the existing class that they are wanting to transfer out of.
- Click the "arrow" button next to the customer's name on the class page.
- Choose the class the customer wants to transfer into and click Search
- In this example below, the customer paid for 7 out of 13 total sessions. Press Continue Transfer button.
- Then your shopping cart is going to come up with the negative amount plus the defaulted amount of sessions for the new class. You will need to know how many classes are left in the session and change the amount in the shopping cart to that number and hit Modify. In my case, I am going to change the 13 to 7 classes.
- After modifying the class amount, press check-out. Create a payment note saying that you are transferring the customer from one class to another. Take payment information if needed and choose whether you want to send the invoice to your customer. Hit Submit.
- The customer will now be off the original roster and payment will be moved to new class roster.
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