Remove or Transfer Client from Team

In this article, learn how to remove or transfer a client from a Team

APPLIES TO: Admins

Last Updated: March 20, 2024

As an admin you have the ability to easily remove or transfer a participant from one team to another. If the situation calls for it, learn how to do so by following the steps below.

Remove Client from Team

  • You are able to remove a client from an event via the Team Admin View
  • Click on the Team name to access the Team Admin View and then find their name listed in the roster tab
  • Click the three dot menu on the right hand side, select Remove

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Teams: Simple Roster Switch

  • On the team roster, click the click dot menu on the right hand side of the client name and select transfer
  • The Transfer Client drawer will pull up on the right hand side of the screen
  • Search and select what team you would like to transfer the client to, click Save
  • The participant will be removed from the their current team roster and schedule and added to the roster and schedule
  • Payments/Payment Plans will stay on the original team that they signed up for