Correcting The Charge Line

Overview

There are two methods to transfer an enrollment from the Calendar view:

• Choose the class you wish to transfer TO, then search for a student and choose the enrollment to transfer FROM (most commonly used).
• Choose the enrollment to transfer FROM, then search for a class to transfer TO.

The Best Practice is to create a transfer with one monthly enrollment per week. Look at the calendar and use critical thinking.

Tutorial

Transfer Enrollment

Quick Guide - Transfer Enrollment

Basic Transfer Process

1. From Calendar, select the class to transfer TO
2. Select > Transfer
3. Find Student
4. Select enrollment to move
5. Confirm the Start Date is correct & matches the swim day
6. Select Drop Date For Previous Class as the final class the swimmer will attend
7. Finish
8. Correct the charge line