How To Transfer a Registration

Overview: How do I transfer a registration?

Plans change and people sometimes need to switch Events. Follow these steps to transfer an attendee into their desired Event.

This article includes: 

• Find Registration
• Select Event
• Preview Transfer
• Transfer Complete

 Related articles:

• How To Cancel a Registration
• How To Issue Refund 
• How To Make a Payment
• How To Activate a Registration
• How To Move a Registration to and from the Wait List

How to: 

This section will guide you through how to transfer a registration to another event. 

Find Registration: 

1. Navigate to the registration and go to the Status. Under Enrolled, click Transfer.

Initiate Transfer: 

1. The first time you transfer a registration, a tour will appear that highlights the different sections. Click Next to proceed through the tour.

2. Use the Search Bar on the left-hand side to find the desired event. Drag and drop an Event Division from the Event List to the right-hand column under drop events here. To remove an Event, click the  icon.

3. Once the new Event has been selected, click Next.

Preview Transfer: 

1. The Preview Transfer step will display any restrictions that will prevent the Transfer, the status of any Attendee Steps, and a summary of the accounting. If needed, the transfer fee can be waived.

2. Once you have reviewed the transfer, click Process Transfer at the bottom of the screen.

Transfer Complete: 

1. On the Transfer Complete step, review the information and click Make a Payment if necessary or click Close.