Moving a Consumer in an Upcoming Class

Once rollovers have been processed you may want to move Consumers around in the upcoming Classes

 

PLEASE NOTE: If a Consumer is on a Monthly Plan it will move with them. However, in this case it will create a new "Child" plan which will take over when the new course starts. 

Until the new course starts it will appear that the Consumer has 2 active plans. This is normal.

 

For full instructions on moving a Consumer, see Moving a Consumer to Another Class