Transfer an Enrollment to Another Client | Walla Support Center

Transfer an Enrollment to Another Client

Currently there is not a one click way to transfer or share an enrollment. Follow these steps to transfer an enrollment from one client to another:

1. Select Enrollment Schedule

2. Choose View Roster

3. Select the three dots on the far right

4. Select Remove Client

5. Select No Refund

6. Choose Remove Client

7. On the top right corner of the page select Add Client

8. Enter the recipient's name into the Client field

9. Choose Continue

10. Select Apply Promo Code or Discount and enter 100% under discount

11. Select Buy to complete the transaction

Select Enrollment Schedule

Choose View Roster

Select the three dots on the far right

Select Remove Client

Select No Refund

Choose Remove Client

On the top right corner of the page select Add Client

Enter the recipient's name into the Client field

Choose Continue

Select Apply Promo Code or Discount and enter 100% under discount

Select Buy to complete the transaction

Percentage payroll pay rates will be affected.