General: Transfer a student

If your student is transferring to another school that uses Charms, you can transfer their record to the new school. 

CAUTION: All financial information is deleted when you transfer a student. Prior to transferring them, we recommend printing the student's financial statements. ( Finances >  Statements >  Print Statements)

  1. On the Main Sections menu, click Students, and then click Transfer.

  2. Select your student and then selection the school they are transferring to. 

  3. Click the green "Transfer Student" button



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