How do I Transfer a Registrant from one Program to Another?

  Overview

In this program you will learn how to transfer a registrant from one program to another.

 Click on the program name from the Program List, then click on the Roster tab.

Transferring a Registrant from one Program to Another

1. Click View/Edit on the entry you'd like to transfer
2. Click Edit Registration
3. Click Transfer to another program
4. Select the Program to transfer to from the drop down
5. Select the Fee Type from the drop down
6. Then click Do Transfer.

  Tips:

Program Transfers work best when fees are the same. If fees are different, invoice may have to be edited and/or refunds issued.

  Notes:

Once Transfer to New Program is complete, you will be redirected to the new Registration Detail. Once there, please verify:

• The Fee Amount(s)
• Custom Question Responses (if applicable)
• Add On Fees (if applicable)
• Program Forms (if applicable)

The Transfer Process will make an attempt to map these if possible, but due to differences across Program Definitions, it cannot always be done automatically.

Transfers of FlexForms

• If the Forms are Shared between both the transferred from AND the transferred to programs, you MUST go to the roster of the transferred to program, click View/Edit next to the registrant's name, and the click Form Actions > View/Edit Forms in order for the Missing Forms icon to be removed. The forms should pop up as green and complete. When you go back to the roster list, the missing forms icon will no longer display and the registrant's forms will be printable from the Forms Actions list.
• If the Forms are New Each Time (Per Registration) on either the transferred from program OR the transferred to program, the form must be completed again. The registrant can log in to their Community account, click on Forms  and complete the forms online.