Below are instructions to transfer a participant from one category or price type to another
- Click event name under Your events on Organization Dashboard (HOME)
- Click Participants
- Search for participant
- Click participant name
- Click Actions and select Transfer to another Category
- On Transfer category page, select one desired registration category as Transfer to
- Note: Individual participants cannot be transferred to group-registration teams
- Note: Participants can only transfer to another Category within the event they have registered for if the organization running the event has allowed it within their event settings.
- Click Next
- Review registration price and adjust, and/or charge a transfer fee if necessary
- Update registration questions and waiver agreements as needed, click Next
- Note: The response of form questions will be auto-filled while transferring and you can make necessary edits to question responses.
- Enter payment information (displays if price adjustment occurred)
- Note: Price adjustment actions vary depending on if the price is increasing or decreasing
- (Optional) On the Review transferred items page, to charge a different product price and custom fee (Tax), click Edit prices and fees
- Note: Product is defined as either the Registration/Ticket Category or an individual Add-On item. Custom fees are configured in the Tools section of each event.
- (Optional) In edit mode, the product price of the new registration becomes adjustable:
- (Optional) Change the product price to whatever you desire. In this example, we are charging $13 instead of $18:
- Click Save to review the transfer; any updated prices and custom fees will be reflected
- Enter Payment information and click Next
- Note: Additional purchases made during original registration are transferred to new registration
- Click View Registration to view participant's new registration details
- (Optional) Click Print to print the transfer confirmation details, the print layout is as below:
