Camp & Class Manager can now be configured to allow consumers to transfer their registration from one Session to another from within their online accounts. This feature provides agency users with the ability to create transfer rules that can be used to align what is allowed in the system with the organization’s own transfer policy. These rules dictate which Sessions can be transferred in or out of, what transfer fees to charge, and what time frame to allow transfers within.
To enable and configure self-transfer for a specific season, check steps below:
To enable and configure self-transfer for a specific season, check steps below:
- Log in your CCM account
- Under desired Season, click Setup link
- Click Self-transfer under Settings at right side
- Turn on Allow self-transfer switch (disabled by default)
- Set Transfer-out rules (required), click Create rule
1). Create rule (up to 20 transfer-out eligibility rules can be created)
a. Configure 'Registrants can self-transfer date range' (required)
b. Set Transfer fee and Fee type (Flat Dollar Amount or Percentage)
b. Set Transfer fee and Fee type (Flat Dollar Amount or Percentage)
- Note: If Percentage is selected, then the transfer fee = Total amount of the original registration * Transfer fee Percentage.
c. Click Create tier (up to 20 transfer-out eligibility tiers can be created) if fee amount varies based on different transfer date (optional)
2). Transfer-out session applicability
a. Check 'All sessions' (selected by default) or 'Selected sessions'
- Note: Each session can only be associated with one rule; once all sessions are associated with rules, no additional rules can be created
3). Click Save
- Note: View transfer-out sessions associated with a rule, click View. Edit a rule and delete a rule by clicking the corresponding icons.
- Set Transfer-in session applicability
- Note: The Sessions that registrants can only view and select within the Self-Transfer flow need to be open for registration, set to Session Display Status: Online, and have spots available.
- Set Exceptions (optional)
a. Allow transfers without fees within first [24/48] hours after purchase.
b. Don’t allow transfers [1-355] days before the start of the original Session the participant is registered for.
b. Don’t allow transfers [1-355] days before the start of the original Session the participant is registered for.
- Note: These settings override the existing rule set-up.
- Click Save and continue
