TRANSFERS - ONLINE ACTIVITY

Project Manager: Customer Support Team

Absence

Account Deletion

Billing Opt-Out

Drop

eGift Card

Enrollment

Type: Transfer Approved

Select the Magnify Glass
Transfer Date - start date of the new class within 14 days? YES proceed!
Drop Date For Previous Class - change to final old class day
New Class - verify availability
Does an Addendum need to be added? This is a note added to the confirmation email
Approve & Process
Look up student to adjust the start date & end date to remove gaps in enrollment. See Baby Splash to Little Snapper 1 exception below under The Hubbard Way.
Adjust and create ledgers as needed

Pro Tip! Be sure to note the family name on the account if the ledger needs to be adjusted.

OA Transfers

Select the Magnify Glass
Transfer Date - start date of the new class within 14 days? NO it is more than 14 days!
Select Addendum to add a message to the guardian why we cannot transfer.
- Body:
  - Thank you for submitting your request to transfer. Unfortunately, we denied this request because it falls outside our 14 day transfer window. If you would like to start this class (1st class date) or (2nd class date) please reply to this email and we are happy to process your request. Thank you.
- Remember to turn the text green so it stands out in the email.
Deny

OA Transfer Denied

If you need help determining the start and end date please review Transferring an Enrollment: The Hubbard Way.
Request to transfer from Baby Splash to a Little Snapper 1. There is no need to make the end and start date match. This is because the swimmer is going from a free enrollment to a monthly tuition enrollment and does not require a seamless enrollment. This means the end date is the final class day of Baby Splash and the start date the first class day of Little Snapper 1. Don't forget to create a ledger and charge the card on file.

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