This article will show you how to complete a transfer for a participant to a different activity or session. When transferring, you can only transfer between the same Activity Types. For example, if you are transferring from a Program/Class Activity Type, the target activity/session must also be a Program/Class Activity Type.
Important Note:
Transfers are not supported for Membership activity types or Leagues configured as team registration.
If transferring from one ticketed event to another, the original ticket will be deleted from the original roster, and a new ticket number will be generated for the new event.
Instructions
Log in to Recreation Management
Search for and select a user account
Select Voids, Transfers, & Refunds
Navigate to the Activities tab
Configure any desired Filters
Account Member: Select a member from your account
Date Filter: Select Transaction From and Transaction To dates
Receipt Number: Enter a receipt number, if applicable
Enrollment Status: Show Active and/or Inactive
Click the Refresh Results button
Locate the participant you would like to transfer to a different activity and select Actions, then Transfer
Configure fields as needed
Original Activity/Session: This is auto-filled with the activity you are transferring from
Participants: Shows the participant you are transferring
Target Activity/Session: Enter the new session that the participant will transfer into
Note: You can only transfer between the same Activity Types. For example, if you are transferring from a Program/Class Activity Type, the target Activity/Session must also be a Program/Class Activity Type.
Note: If transferring from one ticketed event to another, the original ticket will be deleted from the original roster, and a new ticket number will be generated for the new event.
New Session Price: Indicates the cost the customer will pay for the new session they are being transferred to
Note: If they pay the full cost, input the full cost. If sessions are an even trade ($10 for $10), then the new session fee would be $10 to make the balance and credit of the transfer of $0.
Eligibility Override: Apply if the participant does not fit the eligibility criteria of the new activity
Enrollment Override: Use when the session is full or if the enrollment time has passed
Note: Enter additional information.
Select Preview Transfer
Review the Transfer Preview at the bottom of the screen and select Complete Transfer
Note:
The system will automatically resolve any price differences between the two activities.