Clients & attendance~4 min · 3 steps

Transfer a participant to another group

Move an existing registration while keeping its agreed price and payment schedule.

1
Open the participant’s actions
In the program’s participant list, find the correct person and open their ⋯ actions. Choose Transfer to another group. This action requires registration-management access; the choices remain within your organization.
2
Review the destination and existing payment
Select the destination group and, when offered, its schedule options. Review the agreed price, amount already paid and remaining balance. Confirm that the existing price and payment schedule will be kept. Any price adjustment is a separate invoice or credit operation.
3
Confirm and check the registration
Confirm the transfer, then check the destination’s participant list. Availability and eligibility are checked again. If the transfer is refused, read the reason and correct the selection. The original invoice remains attached to the existing registration; transferring is not a new purchase.

Keep going

When a family asks to cancel, transfer or update a registration from their account, it lands here for your decision.

Select programs, review each client’s eligible amount, and choose account credit or a refund.