Single member transfer

Overview

This article guides you through the process of Transferring a single Member from one Branch to another.
The article is divided into the following seven topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Branch level
Transfer a member

 

Prerequisites

Role

Your Role must have the Manage member Permissions.

 

Scope

You must have a Role in the Branches you wish to Transfer a member from and to.

 

For more information on Roles, click here.
For more information on Permissions, click here.

 

Use case

A Member's Home branch is where a Member initially signs-up and pays for their Membership (by default). Member Transfer enables a Staff member to Transfer a Member to the Branch they frequent more often, thus ensuring the correct Branch receives the gym Membership Payments.

Member Transfers automatically notify the Billing company to change (on the next Billing cycle) which Branch will receive the Member's Membership Payments.

Currently, members who have active or pending memberships can be easily transferred. For other member statuses, please refer to your billing provider for more information.

Note: Members cannot be transferred if they are due to be debited today.

 

Navigation

Single Member transfers are initiated at Branch level.

 

Branch level

To transfer a single Member:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Members

 

Transfer a member

To Transfer a Member:

		Select the Member from the Member list
		Click on the three vertical dots (on the right-hand side of the edit button)
		Select Transfer member
		The From branch will display the Branch the Member currently "Belongs to"
		Select the Branch the Member is to transfer to via the To branch dropdown box
		Click Transfer member