Carry credits into another package

Move the classes left on an old package onto a new one, so nothing is lost at renewal.

When a family renews with classes still unused, carrying forward moves those credits onto the new package instead of letting them expire.

1. Raise a carry-forward request

From the student's profile, choose the package the credits are coming from and the package they are going to, and say how many.

2. Wait for approval

Carry-forward requests are approved by senior staff, under Schedule → Credit Carry Forward.

3. After approval

• The credits leave the old package and land on the new one. The totals move

together, so nothing is created or lost.

• If the old package is emptied and it was funding a seat, that seat moves onto

the package the credits went to — the child stays in their class without anyone rebooking them.

• Both movements are recorded, so the history shows where the classes went.

Before you use it

• Check the expiry on the destination. Credits carried onto a package that

expires next week have not really been saved.

• Watch shared packages. If either package covers siblings, moving credits

affects both children.

• This is not a refund. The family keeps the classes; they do not get money

back. For money, see Cancel a package.

Related: Extend a package's expiry · Approve a freeze, extension or carry-forward · Packages, credits and seats.