TRANSFERRING AN ENROLLMENT

Calendar View

Correcting The Charge Line

There are two methods to transfer an enrollment from the Calendar view:

- - Choose the class you wish to transfer TO, then search for a student and choose the enrollment to transfer FROM (most commonly used).
  - Choose the enrollment to transfer FROM, then search for a class to transfer TO.

The Best Practice is to create a transfer with one monthly enrollment per week. Look at the calendar and use critical thinking.

Transfer Enrollment Basics

Basic Transfer Process

1: From Calendar, select the class to transfer TO

2: Select > Transfer

3: Find Student

4: Select enrollment to move

5: Confirm the Start Date is correct & matches the swim day

6: Select Drop Date For Previous Class as the final class the swimmer will attend

7: Finish

8: Correct the charge line

Report abuse