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Transfers: moving bookings between dates and classes
Move a booking to another date, another class, or move a whole package, with the money resolved your way.
Children change their minds, levels change mid-term, Saturdays become Sundays. The Transfer action (on any booking row in the Bookings hub, or from a cancelled session's outcomes panel) moves bookings without losing the paper trail or the money.
Your site may use different words. Tempo lets you rename class, student and teacher under Settings → Branding & vocabulary; these docs use the defaults.
Choosing the destination
Three shapes of move:
- Another date of the same class: the simple swap.
- A session of a different class: changing class for one date.
- The whole package: moves a package booking's future dates to another class or package in one action. Past and started dates stay where they were; those places were delivered or missed, and transfers never rewrite history.
The preview
Before anything happens you see original vs replacement side by side: destination availability, duplicate and overlap checks, and the price difference. Nothing executes until you choose how the money resolves:
| Resolution | What happens |
|---|---|
| Even swap | No money moves. |
| Amount due | The move confirms now; a separate pending "Transfer balance" order is created for the increase, and you send its payment link from the order screen. |
| Credit | The reduction goes to the purchaser's booking credit. |
| Refund requested | Recorded for an administrator to process properly (Recording refunds). |
| Waived | Allowed, with a mandatory audited reason. |
What executing does
The move claims its places with the same protection as public checkout (a simultaneous online booking can't collide with it), and it's double-click-proof; a repeated confirm processes nothing twice. The source booking is marked Transferred and stops occupying places everywhere (register included). The family gets a transfer email showing original vs new, staff copies go to opted-in staff, the order is noted, and the booking's detail screen keeps the transfer history permanently.
On the family's My Account, the old date shows "Transferred, moved to…" and fully transferred bookings live under "Cancelled & transferred" rather than cluttering Upcoming.
The guard rails
- A session that has already started can't be transferred; use credit or a refund instead.
- A booking already compensated with credit can't also be transferred; resolve it individually.
- Transfers to a full session, or to a session the student already attends, are blocked at preview; overlaps warn but don't block.
Moving many bookings at once (a whole class to a replacement session) is a bulk action.
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