Client Transfers

Client Transfers move membership access or ownership between gym locations according to policy without creating a duplicate person or duplicate subscription.

What this page is for

Client Transfers move membership access or ownership between gym locations according to policy without creating a duplicate person or duplicate subscription.

Who should use it

Manager, owner, front desk

Where to find it

/commerce/transfer and profile subscription transfer actions

Before you start

Select the correct subscription, source gym, destination gym, transfer type, effective date, fee, and reason.
Transfer form fields are Subscription, From gym, To gym, Transfer type, Effective date, Transfer fee (INR), Temporary end date when temporary, and Reason.
Transfer type options are Permanent and Temporary. Temporary can be disabled by transfer policy, and temporary end date must be within the configured maximum days.
Confirm the destination gym is an allowed location and can honor the plan, add-ons, PT balance, and access-device setup.
Use transfer fee only when policy requires it and the member agreed to the charge.
Keep one person record; do not create a new member at the destination just to represent the transfer.

Daily workflow

Open transfer workflow, verify current membership and destination branch.
Apply transfer with effective date and reason, then verify profile summary, access eligibility, and audit entry.
If a transfer fee is entered, collect the generated fee invoice before treating the transfer as financially complete.
If the destination branch needs a new access card or trainer assignment, create the follow-up task after transfer.

Watch out

Do not transfer expired, canceled, or disputed memberships until finance/manager resolves the underlying state.

Use the left menu to open related pages in Memberships and Payments.
Use Ask Docs for questions that are already covered in this public documentation.