Transfer a student between branches
Who can use this: Staff with student management permission for the selected school or branch.
Before you start
Multiple Branches must be enabled. You need management access to the source and destination, an active student and an active source enrolment.
Transfer a student between branches
- Review the active source enrolment and the intended destination.
- Select Transfer To and the transfer date.
- Select Transfer and check the result.
- Add the destination course assignments and review any financial and academic follow-up separately.
What happens next
The source is marked Transferred, the destination enrolment is activated and active source courses are marked Dropped.
Troubleshooting
The transfer action applies when submitted; do not use a future date expecting a scheduled transfer. It does not automatically move courses, scores, fees or recurring invoice schedules.