Transferring a student to another class

Use Transfer to Another Class from the roster or the student profile when one student needs a different date. The registration itself moves; payment, add-ons, answers, keycodes and any certificate go with it.

Steps#

1. In the roster row menu (Pending or Confirmed registrations) choose Transfer to Another Class.
2. Search for a class. Only published, upcoming, non-cancelled classes are offered, with their date, location, spots left and price.
3. Select the target. The window shows any blockers or warnings.
4. Optionally write a Note to student, then click Transfer Registration.

Blockers#

The transfer is refused if:

• the student is already in that class, or already has an active registration there
• the target is cancelled, unpublished or has already started
• the target is full

Warnings (transfer still allowed)#

• "The new class costs $D more. No charge is made automatically; collect the difference separately."
• "The new class costs $D less. No refund is made automatically; issue one from the roster if needed."
• "This registration is already marked complete."

Effects#

• The registration disappears from this roster and appears on the target roster with a cyan Transferred badge. The seat here is released immediately; the seat there is claimed under a lock so two staff cannot take the last seat at once.
• The student receives the Registration Transfer email with the new class name, date, time, location, the old class, and your note.
• Status and payment are unchanged. Nothing is charged or refunded.

Groups#

Transferring a member of a group registration moves only that person. The group record and its receipt stay on the original class.

Related#

• Refunds for price differences.
• Rescheduling a class to move everyone at once.