If a sale has been put through to the wrong member, or you want to move, reassign or transfer a sale, or the credits it bought, to someone else, this article explains what is possible and how to correct it.
Can a sale be moved to another member?
No. Once a till sale is completed, it can't be moved from one member to another. This also applies to anything the sale bought, such as PT sessions or other credits, which can't be transferred to a different member.
Can I transfer credits to another member?
No. Credits stay with the member who bought them, even if the other person is linked to their account or shares a joint membership with them, such as a partner or family member. Packs of credits can't be transferred, shared or given to someone else, and the other person can't be booked into a class using the buyer's credits.
To give the credits to the right person, refund the credit pack on the member who bought it, then sell it again to the other person:
Open the buyer's profile from Contacts and go to Purchases.
Click the credit pack transaction, click Refund sale, then click Yes to confirm. This refunds the sale and removes its remaining credits from the buyer. See Refunding a member: process and rules.
Open the other person's profile from Contacts, click Sell, and sell them the same credit pack through the till.
⚠️ Note: If some of the credits have already been used, refunding still returns the full price of the pack and removes the credits that are left. Any classes already booked with those credits stay booked. Partial refunds aren't supported in ClubRight, so if you only want to return part of the payment, see Refunding a member: process and rules.
How to correct a sale made to the wrong member
Refund the sale on the member it was sold to. If the sale was for credits, such as PT sessions, refunding it removes those credits from that member. See Refunding a member: process and rules.
Sell the same items again to the right member through the till. See Till and point of sale overview.
Checking what was sold, and by whom
Till sales are listed in Payments > Transactions, with who they were sold to and when. To see which staff member made a sale, go to Reporting > Accounting > Operating & Performance Report and check the till transactions.
Have more questions?
If you have a question that is not covered here, our Customer Success team is happy to help. Reach out via the chat button at the bottom right of your ClubRight dashboard.