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. Choose a customer and click Transfer Pass. Done!
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.
For memberships that are paid with Stripe
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, if you navigate to the membership details page, you can send a link to the new recipient to 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:
Navigate to the customer account and scroll down to the Reservations in the Upcoming Classes section. Click on the three-dot icon and select the option to "Transfer Ticketed Reservation to Another Customer."
Transfer from the class 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 the ticket and reservation.
If the ticket was purchased using Stripe, you can also see the ticket by reviewing your Online Purchases (Home > Recent Activity > Stripe Purchases).
And this takes you to the transfer reservation page. Select the customer name 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!
Transferring a Series Registration
If your customer would like to give their spot to another person, click the three-dot icon menu next to their name, then click Transfer:
Search for the recipient, select their name and then click Transfer Ticketed Reservation. Both the Series Reservation AND the Series Ticket is transferred in this process.
FAQs
How do I transfer a membership pass 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.