With CourseCo’s New feature called Transfer Bookingsfeatures, you can now transfer delegates or a whole booking to another schedule or course(i.e. all the delegates) to a new schedule. To transfer a booking, please follow the steps given below:
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Feature available on Prime package and is an Add On Feature. Please contact your CRM lead for information |
Log In as an admin
Click on the Bookings Plugin, in the left menu
Search and Select the booking that you want to make a transfer on another schedule .
Click on the ‘Transfer to another schedule’ button in Edit booking section
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Please contact Support if you would like this option enabled (it is a small add on fee if you are not on the prime package) |
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Transferring where there is multiple schedules is the one booking is not supported |
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You can Transfer upcoming bookings only. Past bookings can’t be transferred. |
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You will be redirected to the Transfer Booking page
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Check and Tick the Booking schedule that you want to transfer
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Please select the names of the delegates you want to transfer
Choose a Transfer Reason from the Reason dropdown
Select an Upcoming schedule to transfer the Booking Transfer
Select the reason for Transferring eg Delegate Cancelled.
Search and select the new schedule
Review Payment Details for the Transferred Course
Click on Book
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If Applicable, Add applicable the discounts to the new schedule if applicable |
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Outcomes
The new Booking will be saved created
The old booking selected delegate will be transferred to another selected course The delegates cancelled from the original booking
The delegate(s) will be moved from the old booking to the new booking
If the previous booking had an outstanding, the outstanding transaction will be cancelled and a new transaction created
IF the previous booking was paid or partially paid, a credit will be added to the contacts file. Follow the steps below ‘Transfer a paid booking to a new schedule’ to make payment with the credit
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We do not support transferring ‘delegate allocation/ghost bookings’ only named delegates can be transferred. See delegate allocation to learn more on this feature - Click here |
How to Transfer a paid booking to a new schedule
You may have previously received payment for the original booking via credit card, eft or cash. By transferring the paid booking to a new schedule, you are adding a credit to the contact's account. You would like to update the new booking with the correct amount outstanding.
Login as Admin
You have completed your Transfer booking
Now, You need to update your accounts
Navigate to the contacts accounts tab
Review the transactions
You will see a cancelled transaction > for the original booking
You will see a credit available transaction > for the amount paid on the original booking
You will see a new outstanding transaction > for the new booking
You need to select the Credit available transaction, once you’ve done this:
Select the Action button (corner right), select Journal - Cancel Transaction from the dropdown
On the popup, add a note for reference e.g. Updating transferred booking id 1001 with this credit
Save
Next, select the outstanding transaction for the new booking
Select the Action button (corner right), select Make a Payment
Select type = Cash (this is a workaround for the moment)
Enter the amount you want to pay off i.e. the amount of credit you cancelled in point 5
Add a note for reference.
Save
Outcome
The amount paid is updated
Your contacts accounts are displaying the correct amount outstanding.
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