How to: Switch Sessions for Members

Sessions cannot be switched if they have concluded.

From Account page

1

Navigate to Account

Navigate to the "Accounts" page (link) and click on the Account within which the Member resides.

2

View purchases

Open the "purchases" tab.

3

Locate Member Session purchase line item

Find the Member Session purchase line item. The list of line items is organized by the most recent first. Therefore, it is likely near the top of the list.

It is important to find the line item with the type "session". This action is not possible from any associated "payment plan" line item.

4

Click to switch

Click the expansion menu button on the right of the line item row and select "switch session" from the list.

"Switch session" menu item

A Session switch will not be permitted if the Session has concluded. The menu item will not be active in that case.

5

Select assignment details

In the popout, provide the necessary information to perform the switch.

Property	Description
Memo	The value that explains the refund that occurs during the switch. This value will be included in the Account purchase list as well as sent to the Account owner in the switch Communication.
Semester/Session	The Semester/Session to switch to

A switch will not be permitted if the current balance within the Merchant Account is less than the refund value of the Session being switched from. This is to ensure there is always sufficient funds to perform a refund (which is required during a switch).

6

Save

Press and hold "switch session" at the bottom of the popout to complete the switch. The Account owner will receive a Communication regarding the switch.

If the value of the new Session is less than the existing Session, the Account owner will receive the difference as a refund. If the value of the new Session is greater than the existing Session, the Account owner will be required to pay the difference (which will be logged as a custom invoice).

From Member page

1

Find Member

Follow this guide to find the Member for which you wish to switch the Sessions.

2

Click to switch session

Open the "sessions" tab, find the Session you wish to switch, click the menu on the right of the row, and click the "switch session" option.

"Switch session" menu option on Members page

A Session switch will not be permitted if the Session has concluded. The menu item will not be active in that case.

3

Select assignment details

In the popout, provide the necessary information to perform the switch.

Property	Description
Memo	The value that explains the refund that occurs during the switch. This value will be included in the Account purchase list as well as sent to the Account owner in the switch Communication.
Semester/Session	The Semester/Session to switch to

A switch will not be permitted if the current balance within the Merchant Account is less than the total value of the Session being switched from. This is to ensure there is always sufficient funds to perform a refund (which is required during a switch).

4

Save

Press and hold "switch session" at the bottom of the popout to complete the switch. The Account owner will receive a Communication regarding the switch.

If the value of the new Session is less than the existing Session, the Account owner will receive the difference as a refund. If the value of the new Session is greater than the existing Session, the Account owner will be required to pay the difference (which will be logged as a custom invoice).