Objective
End the source placement and start the target placement on the approved date with the reviewed account effects.
Before you begin
- Use enrollment-writing and billing read/write access. Have the approved target class, date, source-charge decision, target-fee decision, and reason.
- The transfer date must be after the source enrollment’s start date and satisfy the Studio’s published policy. A target seat must be available for that date.
Instructions
Open “Enrollments” and find the source placement
Select the source class and verify the dancer in Roster or Upcoming reservations. Select Transfer beside that dancer. Check the dancer and Source class in Review transfer.
Choose “Target class” and the transfer date
Choose the approved different class. In First date no longer covered, enter the first date the source class will no longer cover; target coverage starts on this date. Check the Effective date again in the prepared review.
Set the billing decisions and “Reason”
Under Billing decision, choose Keep existing charges or Review unused-service credit. Under Target class fees, choose Post configured target fees or Waive target fees. Enter Reason. Select Use an authorized policy exception only when the Studio has authorized it; its reason is retained in the receipt.
Select “Prepare review” and inspect the result
Check Dancer, Source class, Target class, Effective date, Source coverage, published policy, warnings, any Source class credit and Target class charge, and Current balance versus Resulting balance. An approved credit stays on the family account; no refund is sent.
Select “Confirm transfer” and verify the placements
Confirm only when the review matches the approved decision. Wait for Transfer confirmed and the refreshed enrollment details. Check the source coverage and the target Roster or Upcoming reservations. Select Open family account to verify any reviewed account effect.
Result: The source coverage ends at the transfer boundary, a target enrollment starts on that date, and the confirmed fee or credit entries are recorded together.
Troubleshooting
The target is full, pricing is incomplete, or reviewed details changed.
Choose another approved target or review again after capacity changes. Use Open class tuition pricing when shown for setup-required errors and have the setup corrected. For changed details, prepare and inspect a fresh review before confirming.
The confirmation outcome is unknown or billing controls are unavailable.
For Outcome unknown, keep the panel open and select Retry identical confirmation to check the same operation. Do not start a second transfer. Missing billing authority requires an authorized Studio manager to complete the decision; contact Orbit if the same confirmation cannot be resolved.
Result
Verify the refreshed placement and family account. Any family or instructor communication is a separate staff action.
Support
Ask an authorized Studio manager about target placement, fees, credit, dates, or policy exceptions. Contact Orbit for an unresolved confirmation or refresh error.