When Purchase Options are active, you can transfer them between clients. In the event where you want to charge one client for a Purchase Option, but apply the Purchase Option to another client’s account, you’ll need to transfer the Purchase Option.
For example, if a mother pays for her son’s class, you can bill the mother and then transfer the Purchase Option to the son. You can transfer a Purchase Option in a client’s shopping cart from the Elevate Staff App.
To share a Purchase Option between relationship profiles, meaning they can both use it, see Share a Purchase Option between relationship profiles.
Key tips before you begin
After a Purchase Option is transferred from one client to another, it will appear on the purchasing client’s Purchases page and as an inactive Purchase Option on the purchasing client’s Passes & Memberships page. Only the client who owns the Purchase Option will be able to use it. After the Purchase Option expires, it will convert or auto-renew for the client to whom it was transferred.
Drop-in sessions for classes can only be transferred to another client from the shopping cart at the time of purchase.
Desktop - Staff Back Office
Transfer a Purchase Option from a client profile
To transfer a Purchase Option from a client profile using the Staff Back Office, complete the following:
On the Top Nav Bar, click the Search button
and enter the client’s information in the box. In the list of clients displayed, click the client’s name.
On the side menu, click Account > Passes & Memberships.
In the list, find the Purchase Option you want to transfer.
Under the Action column of the Purchase Option, click the Action button
and select Transfer.
Under CHOOSE A CLIENT TO TRANSFER THIS PURCHASE OPTION TO, type the name of the client to whom you want to transfer the Purchase Option.
In the list of clients displayed, click the client’s name.
If the name you selected is not currently identified as being related to the client, you can add a relationship to the selected user. In the list, select the relationship to the client, and then click +ADD RELATION. This step is optional except when transferring an Event session.
Click SAVE.
Transfer a Purchase Option at the point of sale
To transfer a Purchase Option at the point of sale using the Staff Back Office, complete the following:
After the sale is processed, on the confirmation screen, click Transfer [Purchase Option Name].
In the Transferring purchase option box that appears, type the name of the client to whom you want to transfer the Purchase Option.
If the name you enter is not currently identified as being related to the client in some way, you can add a relationship to the selected user. In the list, select the relationship to the client, and then click ADD RELATION. This step is optional.
Click CONFIRM.
Transfer a Purchase Option from the shopping cart
To transfer a Purchase Option from the shopping cart using the Staff Back Office, complete the following:
On the Top Nav Bar, click the Search button
and enter the client’s information in the box. In the list of clients displayed, click the client’s name.
On the Overview page, click Make a Purchase.
Under Products and Services, search for and select the membership you want to purchase, and then click Add to cart.
In the cart, click the Options button
and select Transfer from the list.
Enter the name of the client to whom you want to transfer this Purchase Option and select their name from the list.
Complete the transaction by continuing with the steps in Make a sale.
Mobile - Elevate Staff App
Transfer a Purchase Option from the Elevate Staff App
To transfer a Purchase Option from the shopping cart using the Staff Back Office, complete the following:
Tap the Store tab.
Under Choose your location, select the location you want to assign the sale to.
This option is only available if the Staff members must select a location at checkout store setting is turned on. If this option isn’t available, the sale will automatically be assigned to the location you’re currently signed in to.
Under Select a client, type the client’s name, then select the client.
You must choose a client that is linked to another client as a family member.
Under Products and Services, search for and select the item you want to sell, and then tap Add to cart.
Tap the Shopping cart button
Under Cart Items, tap the Action button
next to the item and select select Transfer.
Under Transfer [Purchase Option] to, select the client you want to transfer the Purchase Option to. If the client isn’t listed, select Someone else to open a client search.
Tap Save.
Continue with your purchase by following the Elevate Staff App steps in in Make a sale.