With CourseCo’s New feature called Transfer Bookings, you can now transfer delegates or a booking to another schedule or course. To transfer a booking, please follow the steps given below:

  • Log In as an admin

  • Click on the Bookings Plugin, in the left menu

  • Search and Select the booking that you want to transfer on another schedule

  • Click on the ‘Transfer to another schedule’ button in Edit booking section

  • You will be redirected to the Transfer Booking page

  • Check and Tick the Booking schedule that you want to transfer

  • Check and Tick the names of delegates that you want to transfer

  • Choose a Transfer Reason from the Reason dropdown

  • Select an Upcoming Course to transfer the Booking

  • Review Payment Details for the Transferred Course

  • Click on Book

Outcomes

  • The new Booking will be saved

  • The old booking will be transferred to another selected course

  • The delegates will be moved from the old booking to the new booking