Move an enrolment to another activity

Use the transfer flow when a member needs to move from one activity to another - for example a different day, level, or venue. It keeps their enrolment history intact and handles any fee differences automatically.

Note

You need the Change activity enrolments permission to do this.

Moving the enrolment

1. Open the activity the member is currently enrolled in, or open their member or household record and go to the Enrolments tab.
2. Find the enrolment row and select Transfer.
3. Choose the destination activity from the list.
4. Set the transfer date.
5. Review the fee schedule shown for both the current and destination activity.
6. If Cadence flags any issues, read the explanations. Some can be overridden - if so, you’ll see a tick box next to each one to approve it.
7. Select Confirm transfer.

If the transfer is blocked

Cadence will tell you what’s preventing the transfer. The most common reasons are:

• Transfers are turned off for that activity category
• The transfer date falls outside the allowed window for the destination activity
• The destination activity is full
• The member doesn’t meet an enrolment rule for the destination (such as age or a conflicting enrolment)

If none of the issues can be overridden, you may need to choose a different destination activity or transfer date, or contact your Cadence administrator.

For developers and integrators

• 422 problem type: transfers.gates_failed
• Related enrolment gate reference: enrolments.gates_failed