3.0 Accounts and Transaction Process


CivicRec
®

Perform a Transfer

Instructions

  1. Search and select a user
    chrome_2017-11-29_08-24-30.png
  2. Select Voids, Transfers, and Refunds
    chrome_2017-11-29_15-17-45.png
  3. Locate the participant who you would like to transfer to a different activity or session
    chrome_2017-11-29_15-18-55.png
  4. Select the action tab
    chrome_2017-11-29_15-52-02.png
  5. Choose Transfer
    chrome_2017-11-29_15-53-37.png

    • Target Activity/Session: Enter the new section that the participant will be transferred into.
    • New Session Price: Input price, if applicable
    • Eligibility Override: Apply if the participant does not fit the eligibility of the new activity
    • Enrollment Override: Use when a session of the activity which the participant is being transferred into is full, or if the enrollment time has past and you would like to transfer the participant after the fact
    • Note: Enter additional information
  6. Select Preview Transfer
    chrome_2017-11-29_15-59-18.png
    • Note: At the bottom of the screen, the transfer summary will populate for you to review.
      chrome_2017-11-29_15-59-40.png
  7. Select Complete Transfer
    chrome_2017-11-29_16-00-08.png

 

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