---
title: How to Transfer a Membership to Another Location (New Client Card)
description: "Transfer a live membership to another location from the new client card: choose the location, give a reason, and see what moves, what stays and when a transfer is refused."
---

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# How to Transfer a Membership to Another Location (New Client Card)

## In this article, we will show you how to move a client’s membership, and the payments it still has to collect, to another of your locations.

**NOTE:** This guide is for the new client card. A transfer moves where a live membership’s future payments are recorded; it doesn’t change the plan, the price or the client’s benefits.

#### **Step 1: Open the Membership**

Open the client’s client card and click the **Memberships** tab. The **Plan details** panel beside the membership shows its **Location**: the location its payments are recorded against. It reads **Not set** if no location was recorded when it was sold.

![Plan details panel showing the Location row and the Transfer location action](https://support.pabau.com/hubfs/kb/tc-1-plan-details.png)

*The Location row and the Transfer location action in Plan details*

#### **Step 2: Choose Transfer Location**

Click **Transfer location**. The action appears on live memberships only, so it isn’t shown on memberships that have ended or been replaced by a plan change.

#### **Step 3: Pick the New Location and Give a Reason**

The **Transfer membership** window shows the **Current location**. Choose the **New location** from your other active locations, then enter a **Reason**. Both are required, and the reason is shown in the membership’s event log.

![Transfer membership window with a new location chosen, a reason entered and the summary message](https://support.pabau.com/hubfs/kb/tc-2-transfer-modal.png)

*Transferring a membership from London to Manchester*

Once a location is chosen, a message confirms what will happen: from the next payment, the new location takes the membership’s payments and its place in reports. Past invoices stay at the location where they were taken.

#### **Step 4: Confirm the Transfer**

Click **Transfer**. A confirmation appears, the **Location** row updates, and the membership’s **Event log** records **Transferred from** the old location **to** the new one, with who made the change and the reason they gave.

#### **When Can’t a Membership Be Transferred?**

Pabau refuses the transfer, before anything is changed, when:

- the membership has ended, or has been replaced by a plan change;
- the membership is already at the location you chose;
- the new location charges a different price for this plan — a transfer can’t change what the client pays;
- the new location takes payments into a different Stripe account from the one the membership bills on.

In the last two cases, cancel the membership and sell it again at the new location. If you have no other active location, the window says there is no location to transfer the membership to.

#### **What’s Next?**

For everything else you can do with a membership on the client card, see [How to Manage Memberships (New Client Card)](https://support.pabau.com/en/pabau2/how-to-manage-memberships-0?hsLang=en), and to review the changes made to a membership, see [How to View Event Logs for Memberships (New Client Card)](https://support.pabau.com/en/pabau2/how-to-view-event-logs-for-memberships-0?hsLang=en).

---

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    - [Inbox & Conversations](https://support.pabau.com/en/pabau2/engage?hsLang=en#inbox-conversations)
    - [Clients & the Client Panel](https://support.pabau.com/en/pabau2/engage?hsLang=en#clients-the-client-panel)
    - [SMS](https://support.pabau.com/en/pabau2/engage?hsLang=en#sms)
    - [Phone Calls](https://support.pabau.com/en/pabau2/engage?hsLang=en#phone-calls)
    - [Porting Your Numbers](https://support.pabau.com/en/pabau2/engage?hsLang=en#porting-your-numbers)
    - [WhatsApp](https://support.pabau.com/en/pabau2/engage?hsLang=en#whatsapp)
    - [Email](https://support.pabau.com/en/pabau2/engage?hsLang=en#email)
    - [Fax](https://support.pabau.com/en/pabau2/engage?hsLang=en#fax)
    - [Facebook & Instagram](https://support.pabau.com/en/pabau2/engage?hsLang=en#facebook-instagram)
    - [Routing & Automation](https://support.pabau.com/en/pabau2/engage?hsLang=en#routing-automation)
    - [Billing & Usage](https://support.pabau.com/en/pabau2/engage?hsLang=en#billing-usage)
- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content)

    - [Insurance Billing (UK)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-uk)
    - [Insurance Billing (US)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-us)
    - [Insurance Billing (Australia)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-australia)
    - [US Insurance Billing Additional Resources](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#us-insurance-billing-additional-resources)
- [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en)
- [Data Hub](https://support.pabau.com/en/pabau2/data-hub?hsLang=en)
- [Ultrasound Configuration (DICOM Setup)](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#main-content)

    - [GE Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#ge-ultrasound-machines)
    - [Mindray Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#mindray-ultrasound-machines)
    - [Samsung Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#samsung-ultrasound-machines)
    - [Philips Ultrasound Machines](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#philips-ultrasound-machines)
    - [Canon Ultrasounds](https://support.pabau.com/en/pabau2/ultrasound-configuration-dicom-setup?hsLang=en#canon-ultrasounds)

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