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Transfer a purchase

You can use the Storefront Transfer feature to move a person from one purchased sub-product offering to another, while collecting payment or issuing a refund for any net price difference between the two sub-product offerings.

How to Transfer a Registration

  1. Log in to Checklick and click Storefront.
  2. Click Transactions in the black submenu.
  3. Locate the transaction using the filters in the left column or the search bar.
  4. Once you've found the transaction, click Transfer on the right-hand side.
  5. Select the sub-product offering you want to transfer the person to.
  6. Review the details of any additional charges or refund that will be applied.
  7. If Storefront questions have been configured for the destination sub-product offering, you will be required to answer them.
  8. Click Transfer at the bottom to complete the process.

How Do Transfers Work?

A transfer consists of four steps:

  1. The person is removed from the original sub-product offering.
  2. The person is added to the new sub-product offering.
  3. The person is either charged or refunded based on the net price difference between the two sub-product offerings. (For credit card purchases, the charge or refund will appear on your customer's credit card statement.)
  4. If the original purchase included an add-on, Checklick will use the total amount paid, including the add-on, when calculating the transfer. This total is then compared to the price of the destination sub-product offering.

Example:

Jennifer purchased Product A for $100, plus a $20 add-on, for a total of $120. If you transfer Jennifer to Product B, which costs $100, Jennifer will receive a $20 refund.

Update card for failed transfers

If a transfer fails because the customer’s card needs updating, managers can send the customer an email with a secure link to update their card.

After the customer updates their card:

  • the new card is saved
  • the transfer can be retried for the same order

Note: Updating the card does not charge the customer. It only saves the new card for future use.