You can transfer passes between customers if the pass has NOT been used for Attendance. A common scenario is when someone purchases two passes, and wants one to be for their spouse or friend. Transferring is useful when you sell gift cards online too.
Transferring a Pass
Every transfer starts with the Customer Pass. From the customer account, click the three-dot icon on the pass you'd like to transfer, and choose "Transfer Pass To Another Customer" to begin the process.
We'll ask you who to transfer the pass to, and if your account supports Family Accounts, we'll show who the pass is currently assigned to:
If you need to transfer a partially used pass, please see this guide.
Transferring Memberships
Memberships can only be transferred within their first membership pass period – meaning this is the first pass ever created for the membership. With this option, you are transferring both the pass and the membership to another person.
Follow these steps to transfer a membership
From the customer account, click the three-dot icon on the membership you'd like to transfer, and choose Transfer Pass & Membership To Another Customer to begin the process.
We'll ask you who to transfer the pass to. Choose a customer and click Transfer Pass. Done!
The membership will now appear in the other account with a note indicating where it was transferred from.
Addressing Stripe Payments for Transferred Memberships
If the membership was purchased online the purchase record will also reflect the new customer (so there may be a mismatch with the payment in your Stripe account. Not a problem, but something to be aware of.)
To collect payment in the future for this membership
Navigate to the membership details page.
You can send the credit card update link to the new recipient update the card used for payment,
Or enter their card information while they're in front of you by pressing the Change Credit Card button.
The update card information screen looks like this:
and the change credit card screen looks like this:
Transferring Tickets
If a customer purchased a ticket, you can transfer the ticket and reservation to another person in a few different ways:
How to Transfer a Ticket Paid by Stripe From the Customer Account
From the customer account, scroll down to the Reservations in the Upcoming Classes section, click on the three-dot icon next to the class name, and select the option to Transfer Ticketed Reservation to Another Customer.
You can then transfer the ticket and reservation to another customer. Select the customer and press the Transfer Ticketed Reservation button.
How to Transfer a Ticket Paid by Another Method From the Customer Account
From the customer account, scroll down to the Reservations in the Upcoming Classes section, click on the three-dot icon next to the class name, and select the option to Manage Ticket.
From the Pass Details page, press the button to Transfer the Ticket and Reservation to Another Customer.
You can then transfer the ticket and reservation to another customer. Select the customer and press the Transfer Ticketed Reservation button.
How to Transfer a Ticket From the Class Page
From the class details page, click on the three-dot icon to the left of their name and press the Manage Ticket button.
This takes you to the Pass Details page. Press the button to Transfer Ticket and Reservation to Another Customer.
You can then transfer the ticket and reservation to another customer. Select the customer and press the Transfer Ticketed Reservation button.
How to Access a Ticket From the Stripe Widget
On the Home page, you can also access tickets by reviewing your Online Purchases.
From the Online Purchases with Stripe page, click on the name of the ticket.
And this takes you to the transfer reservation page. Press the Transfer Ticket and Reservation to Another Customer button.
Select the customer name, press the Transfer Ticketed Reservation button and you'll move the ticket and reservation.
Now you'll see the ticketed reservation in the recipient's customer account. And you'll want to let them know by sending them an email.
Transferring a Ticketed Series Registration
If your customer would like to give their spot to another person, you can!
From the customer account, scroll down to the Series Reservations section.
From the Actions menu, select Transfer Ticketed Series Reservation to Another Customer.
Search for the recipient, select their name and then click Transfer Ticketed Reservation button. Both the Series Reservation AND the Series Ticket are transferred in this process.
Frequently Asked Questions
How do I transfer one pass in a membership to another person?
If you'd like to transfer one pass in a membership to another person, please keep in mind that the originating membership pass can be edited for the number of credits available, but little else can be changed here.
You could then assign the recipient a pass, mark it as paid, and edit the details to correspond with the correct number of credits available.