How do I transfer a client to another group class?

Class Transfers

• Class Transfer allows you to easily transfer a client from one group class to another, either within the same service or to another service.
• How it works: Class transfer ends the current group class service subscription and starts a new subscription for the new group class.
• What you need to know: Opus1.io does not automate billing changes/discounts during class transfers, therefore discounts/changes to the new subscription's invoice may be necessary depending on the new group class's price, a difference of group classes per month, etc.

How to use Class Transfer:

Class transfer can be used from the main schedule, the group class view, or from a client's profile. To begin a class transfer, click on the group class date (or on the Update button from a client's profile) on which you wish to initiate the transfer. __The client will be unenrolled from this date.__

Then, click the "X" button next to the client whom you wish to transfer.

Then, click Transfer to another group class to begin a class transfer.

Click Transfer to Another Group Class

Here, you can select another group class service or another group class within the same service. After that, select the first group class date of the new group class subscription. By default, the current group class subscription will be set to end on the group class date out of which the client is being transferred.

Select details of the class transfer

Once you are ready, click Payment to proceed to checkout.

Click Payment to Proceed to Checkout

As noted above, Opus1.io does not assume that billing ought to be handled in a specific way during class transfers. Therefore, you may need to adjust the new subscription invoice before completing the transfer. Click Add A Discount to adjust the new subscription invoice. Once you're done, click either Enroll and Pay Now, Enroll and Pay Later, or (shown below) Enroll and Close Now to complete the transfer.

Finalize Billing Before Checkout

Navigating back to the client's profile, we see that we successfully transferred the client from one group class to another.

The completed transfer