Transferring a purchased prepaid voucher between clients
  • 17 Jun 2024
  • 2 Minutes to read
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Transferring a purchased prepaid voucher between clients

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Article summary

This article outlines how to transfer prepaid vouchers from one client to another client, from the following user perspectives:

  • BookingTimes admin

  • Organisation admin

  • Public facing client

Transferring as a BookingTimes admin

There may be a scenario where you need transfer prepaid vouchers from a client to another. For example, a parent has purchased prepaid vouchers but they are sitting on their account, but the prepaid vouchers need to be transferred to their son/daughter’s account. This may happen when they have set up a Family Account (which shares an email address), and they have not selected the correct user before purchasing any products or making a booking.

Steps

  1. Navigate to the client profile of the current voucher holder

  2. Scroll down to the Vouchers or PrePaids section

  3. Click View Vouchers or View PrePaids link


  1. Check the relevant items

  2. Click Transfer Vouchers or Transfer PrePaids link at the bottom of the table


  1. Under To the Following Person on the next screen, click Set Recipient




  1. Search for the client you wish to transfer the vouchers to

Client - transfer prepaid vouchers 3
  1. Enter a message for the voucher transfer

  2. Click Transfer Vouchers or Transfer PrePaids


  1. Confirm the transfer by clicking Yes, Transfer It

Client - transfer prepaid vouchers 5 confirm


  1. The transfer confirmation will be displayed 

    1. Note: a transfer will NOT notify the recipient. You can click on the Email Prepaid link in the left hand menu to notify either the Purchaser or the Recipient, or click on the View Prepaid link to view the gift voucher.

Client - transfer prepaid vouchers 6 confirmed


  1. The transfer will also be documented in both client records (from the client who transferred it and to the recipient) in their History tab



Transferring as an Organisation admin

Please refer to the Organization overview article for more details regarding organisations.

Allow transfer of prepaid vouchers

To allow an Organisation admin to transfer any unused prepaid vouchers between clients, the following option must be turned on. This ensures that they see any prepaid vouchers that are currently allocated to the organisation.

  • Navigate to Setup > System Settings > Business Detail > System tab 

  • Check the Allow transfer of unused prepaid/vouchers between clients option

  • Click Save



Steps

  1. Organisation admin logs into the BookingTimes system

  2. Ensure My Organisation is selected in the left hand menu

  3. Any prepaid vouchers that are currently allocated to that organisation will appear at the top of the page. Click the Assign button to begin the transfer process.



  1. Select the Quantity and Recipient (only shows associated clients of that organisation) and click Assign button


  1. The Organisation admin can see the transfer by selecting the History tab


  1. The Organisation admin can also go to the client's account that it's been transferred to, and the transferred prepaid voucher will appear on the client's account under PrePaids/Vouchers




Transferring as a public facing client

Allow transfer of prepaid vouchers

To allow a client to transfer any unused prepaid vouchers to another client, the following option must be turned on. This ensures the Gift button appears for them in addition to the Book Now button.

  • Navigate to Setup > System Settings > Business Detail > System tab 

  • Check the Allow transfer of unused prepaid/vouchers between clients option

  • Click Save



Please refer to the Gifting products & vouchers article to show transfer from a client perspective.



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