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Transfer a participant to another category in On-Site app

Document Details

Article Number 000189950
Article Type Article}
Article Link https://support.activenetwork.com/endurance/articles/en_US/Article/Transfer-a-participant-to-another-category-in-On-Site-app

Content Details

Event directors can now transfer a participant to another category within the On-Site app. Firstly, 'Allow transfer' needs to be enabled from On-Site Configuration.
  1. Go to Home tab
  2. Select an event
  3. Go to Tools tab, and click On-Site Configuration
  4. Click Edit icon  and check the box of ' Allow transfer using On-site' under Transfer
  5. Click Save
After 'Allow transfer' is enabled, check steps below to process transfer.
  1. On the EVENT HOME page, tap the TRANSFER button
  2. Search the participant by name or tapping the SCAN QR CODE / BIB BUMBER button
  • Note: Transfers are not allowed if the order has not been confirmed or if the registration is for a deferred team.
  1. Select a Transfer to category and tap Done button
a. If the registration price is decreased, for example by $9, select a desired option:
  • Keep price difference of $9.00 and optionally select the Do NOT charge Custom Fees on the new registration checkbox.
  • Issue refund (up to $9.00 price difference)
  • Keep price difference of $9.00 and charge a transfer fee
b. If the registration price is increased, for example by $9, select a desired option:
  • Do NOT charge the $9.00 price difference and optionally select the Do NOT charge Custom Fees on the new registration checkbox.
  • Charge price difference (enter an amount up to $9.00) and enter an amount in the field below.
  • Charge $9 price difference and an additional transfer fee and enter an amount in the field below.
c. If the registration price is the same, select a desired option:
  • Continue with no price changes and optionally select the Do NOT charge Custom Fees on the new registration checkbox.                                                       
  • Charge transfer fee and enter an amount in the field below.
  1. Click Continue button
  2. Click CHECK OUT / CONFIRM
  • Note: If the participant has already been assigned a BIB number, event directors must select KEEP BIB or CHANGE BIB.