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How Instructors Transfer an Enrollee to Another Class

Use the Room Transfer Activity to move Enrollees between Classes and keep Ratios accurate

Written by Serena Edwards

Instructors can move Enrollees to another Class with the Room Transfer Activity so Ratios stay accurate. A Room Transfer:

  • Checks the Enrollee out of their current Class

  • Adds a Room Transfer Activity to the Enrollee's timeline

  • Checks the Enrollee in to the new Class

Turn On Room Transfer — Admin Setup

An Admin must turn on the Room Transfer Activity on the Activity Definitions page:

  • Turn on the switch next to Room Transfer

  • Click the cog icon to open the Activity Settings

  • Check the boxes to choose whether Instructors and Primary Account Holders can view or post the Activity

Enrollsy Activity Definitions page with the Room Transfer switch on and Activity Settings visibility options

Transfer an Enrollee — Instructor Portal

NOTE: Only Instructors can do a Room Transfer, and only on the Activities page with one Class selected (not All Classes). Admins can create their own Instructor account to do transfers.

To transfer an Enrollee:

Enrollsy Instructor Portal menu with the Activities page highlighted
  • Select the Class the Enrollee is moving from

Enrollsy Select Class list with the current Class highlighted
  • Click the Room Transfer Activity

Enrollsy Select Activity list showing the Room Transfer Activity
  • Under Transfer to Class, choose the Class the Enrollee is moving to

Enrollsy Room Transfer form with the Transfer to Class dropdown
  • Check the box next to each Enrollee you want to transfer

  • Click Room Transfer

Enrollsy Activities page with two Enrollees selected and the Room Transfer button

After a Transfer — What Happens Next

After you transfer an Enrollee:

  • They're checked in to the new Class and show on its Checked In tab

  • The Room Transfer icon shows on their name in the new Class

  • They still show on the All tab of the Class they moved from

Enrollsy Class Enrollee list with Room Transfer icons on transferred Enrollees

Check Out a Transferred Enrollee

  • Check out the Enrollee from the last Class they were transferred to

  • Checking them out moves them back to the Class they were transferred from

View the Room Transfer Activity

Open the Enrollee's timeline to see the Room Transfer Activity, including which Class they were checked out of and checked in to.

Enrollsy Enrollee timeline showing a Room Transfer Activity with Checks In and Checks Out Classes
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