How to transfer a membership from one customer to another

Cancel and assign a membership to the correct customer.

To transfer a membership from one customer to another. You will want to cancel the membership under the incorrect customer, and then re-add it under the correct customer.

To cancel the membership: Go to the Incorrect customer's profile >> Memberships tab >> Click on their membership >> Cancel >> Choose 'Specific date' and set it to the same as the purchase date >> Cancel. 

 

See our guide on cancelling members on behalf of a customer here: 🔗Canceling a membership on behalf of your customer

For recurring memberships 

Head to Customers >> Click desired customer profile >> Memberships tab >> Add Membership >> Select >> Change the first payment to 0*  >> Choose the payment method >> Purchase.

*This will prevent them from paying twice since they already paid for the membership under the wrong account
 
Future payments will then continue under the new membership.

 
For packs and/or prepaid memberships 

Head to Customers >> Click desired customer profile >> Memberships tab >> Add Membership >> Select >> Change the payment to 0*  >> Choose the payment method >> Purchase.

*This will prevent them from paying twice since they already paid for the membership under the wrong account.