There may be an instance where a registrant needs to be transferred from one event to another within the software. This can be done using the Transfer Registrant action which will cancel the registrant on the existing order and add a new order with the registrant to the new event.
To transfer a registrant from one event to another, do the following:
- Go to the Order Registrants tab of the event with the registrant that needs to be transferred.
- Right click on the registrant and choose Tools -> Transfer Registrants. The Transfer Registrants screen opens.
- In the Event to transfer drop down choose the destination event.
- To copy registrant profile information, check Copy Registrant Details
- To copy custom fields, check Copy Custom Fields
- Note: The custom field sets used in registration must be the same on both events for the custom fields to copy
- Click Next and the Transfer Registration Order window appears.
- Verify the information is correct and make any additional changes that may be needed to the order and click OK to save.
Note: Payments do not transfer with registrants. If a payment also needs to be transferred, please use the Transfer Payment functionality.
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