Plans change and people sometimes need to switch Events. Follow these steps to transfer an attendee into their desired Event.
- Navigate to the registration and go to the Profile. Under Enrolled, click Transfer.
- The first time that you transfer a registration, a tour will appear that highlights the different section. Click Next to proceed through the tour.
- The criteria on the left hand side is pre-filtered based on the individual based on the Event that they are transferring out of. Make any updates that are needed and click Find to update the Event List. Use the search bar at the top of the Event List to find a specific 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 on the icon.
- Once the new Event has been selected, click Next.
- 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.
- Once you have reviewed the transfer, click Process Transfer at the bottom of the screen.
- On the Transfer Complete step, review the information and click Make a Payment if nessesary or click Close.