- Go to "Orders" (Under Finance).
- Locate the order by searching for the Billing name, Billing email or Order ID. You can use all of these search filters for faster search result.
- Click on the Order ID number to view the order.
- In the Order detail page, under "Cart Summary", click the 3 dotted line in the far right side of the section, which is "More Action".
- Choose "Transfer Attendee" from the selection.
If the attendee's previous booking is under Pending status:
- When transferring a student under pending status, you should input the amount that the student owes under Transfer Charge. Unless, student pays offline during the transfer.
- When transferring a student it is important to update first the status of the payment to avoid confusion.
6. A pop-up will appear. Choose the Class, Date, Membership (if available) and Merchandise (optional) to transfer the attendee to. Enter a Transfer Charge if applicable. Then simply hit Transfer Attendee button to complete the transaction.