Transferring prepaid voucher between clients

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

• BookingTimes admin (to a client or an organization’s client)

• Organization admin

• Public facing client

Transferring as a BookingTimes admin to a client

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, or they simply haven’t transferred them over.

To transfer to an Organization please see the next section.

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

4. Check the relevant items

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

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

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

   1. Also allows you to create a new client by entering First Name and Last Name as a minimum (recommend to include Mobile and Email ready for reminders or if you want to email them this gift in later steps) and then clicking the Create a New Client link or the icon.
      
      

8. Enter a message for the voucher transfer

9. Click Transfer Vouchers or Transfer PrePaids
   
   

10. Confirm the transfer by clicking Yes, Transfer It
    
    
    

    
    

11. The transfer confirmation will be displayed 

    1. Note: a transfer will NOT notify the recipient automatically. You can click on the Email Prepaid link in the left hand menu and it will prompt you if you’d like to notify either the Purchaser or the Recipient. Or you can click on the View Prepaid link to view the gift voucher and save it separately if you wish.
       

12. 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 a BookingTimes admin - to an organization’s client

You can transfer prepaid vouchers that an Organization has purchased to any of their clients. Note that the client must already be added to this organization, otherwise they will not appear in the list of clients that the prepaid vouchers can be transferred to. Client can be created and/or added via the Associated Clients tab.

Steps

1. Navigate to the organization profile of the current voucher holder via Clients > Organizations

2. Scroll down to the Vouchers or PrePaids section

3. Click View Vouchers or View PrePaids link
   
   

   
   

4. Check the relevant items

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

6. Select the client from the Recipient list. If the client does not appear in the list, they need to be added (or created and added) to this Organization first. That can be done via the Associated Clients tab.
   
   
   

   
   

7. The transfer record can be viewed via the History tab on both the Organization, and the client it was transferred to.
   
   

Transferring as an Organization admin

Please refer to the Organization overview article for more details regarding organizations in general, and this article Organization admins to see how to transfer prepaid vouchers as an Organization admin.

If an Organization admin is not able to transfer prepaid vouchers, ensure this configuration option below has been turned on.

Transferring as a public facing client

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