Overview of Single Day and Multi Day Transfers

Transferring a student just got easier!

You now have two options for making changes to a student’s booking:

1. Single Day Transfer: This is used to change one single booking to another single booking. This will never change a student’s full enrollment. 
• Example: “Sara has a doctor appointment and won’t be able to make class tomorrow, is there a class she can attend on Wednesday instead?”
2. Edit Enrollment: This is used to edit a student’s full enrollment in a semester or camp or transfer students from a multi day semester.
• Example of semester transfer: “I need to move Freddie from Intro to Dance to Intermediate Dance for this semester”
• Example of multi day transfer: “I need to edit the days of the week that Jamie is attending a multi day semester. He can no longer attend Mondays but also wants to add Tuesdays”

Important notes about transfers:

1. They do not affect the financials on the order. For example: Transferring a student will not automatically calculate and charge the difference between two classes.
2. They do not transfer add ons.
3. They do not allow for the client or student to adjust their own booking.

Roster details for a Single Day Transfer

• After a single day booking has been transferred you will see the details of the transfer on the new roster.
  • You will see the name of the activity that the student was transferred from as well as a link to the original roster.
  • When you click on that link, you’ll be taken to the Cancelled tab of the original roster, where you will see the details of the activity the student was transferred to. This links you back to the new roster as well.
• This article provides an overview. For more details on single day transfers click here.

Roster details for a Multi Day Transfer

• After a multi day booking or full enrollment has been edited, you will see the details of the changes made on all affected rosters.
  • If days were added or removed, you will see those details listed under the new bookings along with the the date the change took effect.
    • These details will also be listed under any Cancelled bookings for days that were removed.
  • If the booking was moved from one activity to another, you will see the details of the transfer on the new roster.
    • You will see the name of the activity the student was transferred from as well as a link to the original roster and the date the change took effect.
    • When you click on that link, you’ll be taken to the Cancelled tab of the original roster, where you will see the details of the activity the student was transferred to. This links you back to the new roster as well. 
• This article provides an overview. For more details on multi day transfers click here.

Email confirmation

• When a single date is transferred or an edit is made to a class, an email will be sent to the client letting them know a change has been made.
  • For single date transfers, this email will include the original activity name and date followed by the new activity name and date.
  • For an edited enrollment or multi day transfer, this email will list the original activity that has been changed with all of the details followed by the new activity with all the details.
    • For a change of days, you will see the same activity listed twice, but with different days selected.

Bookings list (Client Profile)

• You will now be able to make changes to a student’s booking from the Bookings tab on their client profile.
  • If you navigate to a client’s profile, then to the Bookings tab, you will see a list of their bookings. 
  • Each booking has a three dot menu next to it. When you click on those three dots you will see the options to Transfer Single Date or Edit Enrollment.
  • Clicking on either opens the modal and follows the same flow as from a Roster. 

Note: Weekly transfer for camp by week is still available on weekly camps.