Introduction
This guide will take you through the process of transferring a club member from one group into another.
Before you start
You must have access to the course module, please contract sales for more information.
Instruction
To transfer a club member into a new group. Go to the class the club member wants to be transferred into. This is done in PGM->Classes->Timetable.
A student can only transfer in the same timetable category. This is based on the timetable category set within the Enrollment rules. More information can be found here.
Search for the member in the search bar.
After finding the member on the drop down list, press Enroll or transfer.
Choose enrollment option
The following screen will load, Select the group the club member was previously enrolled into to begin the transfer process.
Issues with enrolling member
There might be restrictions on enrolling members into the group, this includes capacity of group, age limits, level restrictions.
Depending on system permissions set in PGM->Clubs->Employee Permissions, an employee may have the ability to override.
The following permissions must be ticked to allow overriding of booking rules.
- Add member to group despite conflicts
Also, you must also select what condition the overriding of booking rules can be used.
- Book when not matching age
- Book when not matching level
- Book when enrollment not active
- Overbooking
- Book when transfer limit reached
Warnings when enrolling member
- There might be a situation when member participated in a group's class in given week and then want to be transfered to another group within the same activity type. If the second group's class haven't started yet the member can be booked to the same lesson twice in this week. For such case we've added a possibility to skip next class.
Start date
Select the start date of when the transfer will start from, then press Add member to finish the transfer.
Press Refresh on the screen to reload the data in the group.
Transfer now complete!
Hints
- If you want to cancel the transfer (and the member status is Future member on the new class), on the new group/class, press Remove from group on the club member, then go back to the original class they were in and press Modify enrollment and remove the end date of the enrollment. More information can be found here.
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When a client initiates an enrollment change in the Client Portal and selects a group in another club, the system verifies that the same enrollment rule applies. If it does not, the transfer cannot proceed and a notification is shown, ensuring policy consistency across clubs.