Transferring an enrollment

To transfer an enrollment:

1. Go to Front Desk > Registration > Transfer.

2. On the Transfer Enrollment page, enter criteria that you want to use to search for the transaction or the customer that you want to transfer.

3. Click Submit or Search.

4. If necessary, select the customer with the enrollment that you want to transfer.

5. In the Select Transaction for Activity Transfer page, click the Description of the enrollment that you want to transfer.

6. In the Find Activity To Transfer Into section, search for and select the activity that you want to transfer into.

7. In the Credit Fees section, specify which of the original fees you want to return to the customer.

   1. Verify the Include? column to ensure that the charges you want to refund to the customer are checked.

   2. Verify the amount in the Refund column for each charge and modify it, if necessary.

   3. Choose one of the following, if applicable:

   • To withdraw from all activities in a membership package, click Withdraw from Entire Package.

   • To withdraw from specific activities in a membership package, click each activity that you want to withdraw from.

   4. To customize a prorated refund, enter the Date that you want to use for proration in the Date for Prorated Refund section.

   Note: The prorated refund is calculated using the time period from the enrolment date to the date you specify. To see this option, you must set fees for the activity to Pro-rate during refund.

   5. To return a coupon to the customer's list of available coupons, if applicable, click Refund Coupons?

   6. To keep the fees owed by the customer after transferring the customer from the package (this is useful for transfers after the refund period is over):

   1. Click Retain amount owed?

   2. (Optional) In the Outstanding Balance column, edit the remaining balance for each fee.

   7. Click any override checkboxes that are required to complete the transfer, if applicable.

   8. Enter any Staff or Customer Notes for the transfer.

8. Click Refund.

9. In the Transfer to Fees section, specify the charges, notes, and/or custom question answers that are required for the new enrollment.

   1. Click Include? for any charges or discounts that you want to apply to the package.

   Note: If you see an Override? checkbox, then you can click it to enable the corresponding Include? checkbox.

   2. Modify the Actual amount of the charge or discount, if different from the default amount listed.

   3. To configure a payment plan for the membership package:

   1. Click the Payment Plan Option section to expand it.

   2. Click Use Payment Plan.

   3. To choose a payment plan for the membership packages, select the Payment Plan option from the Use Payment Plan dropdown list.

   4. To show payment schedule details, click Schedule of Payments.

   5. To automatically charge scheduled payments for the membership packages:

   1. Click Automatically charge scheduled payments?

   2. Select the Payer.

   3. Choose one of the following payment methods:

   • To use credit card as the payment method:

   1. Click Credit Card.

   2. Enter the Card Number and the Card Expiration (MMYY).

   • To use electronic check as the payment method:

   1. Click Electronic Check.

   2. Select an Account Type.

   3. Enter the Account Number and the Routing Number.

   4. Enter any necessary Staff or Customer Notes.

   5. Enter answers for any Custom Questions, if applicable.

   6. Check any Checklist Items, if applicable.

10. Click Enroll and Pay.

11. If there is a difference in fees between the two enrollments, then select the customer to pay or receive the refund.

    • If you see the customer who will pay for the transaction in the Potential Customers list:

    1. Select the customer to pay.

    2. Click Select.

    • If an existing customer who is not in the Potential Customers list will pay for the transaction:

    1. Enter one or more criteria that you want to use to search for the customer.

    2. Click Search.

    • If the customer to pay for the transaction does not yet exist in ACTIVE Net, click Add New Customer.

    • If the customer to pay for the transaction is a family member who does not yet exist in ACTIVE Net:

    1. Select an existing customer who is in the family of the new customer from the Add Family Member / Friend (Based on Customer) list.

    2. Click Submit.

    • If you know the Customer ID, Membership Pass Number, or alternate key type of the customer who will pay for the transaction:

    1. Enter the information in the corresponding box.

    2. Click Submit.

    • If a company will pay for the transaction:

    1. Click the Find Company section.

    2. Search for an existing company or add a new company.

12. Select the tender type to use for the payment or refund.

13. Click either Pay & Finish or Refund & Finish.

14. Either print the receipt or send it to the customer as an email.

Related topics

Modifying a pending enrollment transfer

Entering a credit card payment using an encrypted MagneSafe device

Return to Registration