| Platform/Product/Module: | Clubspark – Programs Module |
| Function: |
Seamlessly move players between different programs or sessions |
Live: 04/09/2025
MOVING PLAYERS:
Administrators possess the capability to transfer a player from one programming or coaching course to a different one. It is important to note that this feature is currently not applicable to Camps or Events.
- To initiate the transfer process, click on the Program/Coaching Module and then select Programs from the navigation menu.
- Next, identify and choose the specific course in which the player is currently registered.
- In the case of a recurring session, you will need to open the session and select the active participants.
If the course is a short course or a single session, you should click on the Participants tab to view all enrolled players. - Afterward, select the checkbox next to the name of the player or players you wish to transfer. Then, click on the three dots icon located above the participant list to proceed.
- From the options presented, choose Move Player to begin the transfer process.
- Next, you will need to select the category corresponding to the new course.
- Select the specific course to which you want to add the player(s).
- You will also need to determine the status of the existing registration. The options available are as follows:
- Cancelled – This option is for instances when you wish to move players while marking their previous registration as cancelled.
- Keep same status – This is ideal for moving multiple players; if some are marked as cancelled, that status will be retained.
- Set as active – Choosing this option will mark the players as active in the new course.
- You can opt to send a confirmation email to the player regarding their transfer.
- After finalizing the details, click on Move Player(s) to complete the transfer.
- Please be aware that the payment status for the new program will initially be set to NOT Paid. You can update this status as necessary by clicking on the player within the new program and selecting the option to edit payment.
It is worth noting that the move history will be recorded alongside the player’s details. To view this history, simply click on the player within the new program and navigate to Booking History.
IMPORTANT: Regarding payment, if the player has already made a payment for the original session and you transfer them to a new session, the payment will not automatically carry over.
They will appear as unpaid in the new course and you will need to rectify this situation.
You can edit the payment status in the new course and mark the old course as paid. If there is a need to request additional payment, you can send a payment request as necessary.