About The Feature
A transfer takes place when a consumer chooses to transfer an existing service to another Enquiry/Member at the same center.
Process for Transfer
Step 1: Search the client
Click in the Omni Search box and enter the contact number /client id or name etc.
Click on the displayed result.
Step 2: Select Transfer Tab
Click on More tab and select Transfer from the dropdown list.
Step 3: Select service and member detail to transfer
Select the Membership to be transferred (whose status should be active and has required days or more left for membership to expire)
Select a Member (to whom the Membership is to be transferred) from the below list showing existing members.
NOTE: Transfer can be done to Existing Enquiry/Existing Member/New Enquiry
Step 4: Make Payment
Enter the amount to be paid (Transfer Charges)
Click on the Payment Mode from drop down list
Click on Make Payment button
Enter the comment in the receipt comment box.
Click on Transfer button
Click on OK (For Do you want to transfer the product? pop-up)
Question: Can the membership be transferred from one member to non-member?
Question: There are clients for whom the Transfer Fee is waived off, how to update the zero amount while creating the Transfer fee bill?Answer: Before selecting and adding the Transfer Fee, change the amount to Zero and then add. Select the “ Payment Mode “ as Cash and click on Make Pay