Home » Categories » Multiple Categories

How to Transfer a Patron in SignUp

When a patron needs to be moved from one event to another, the Transfer workflow can be used.

Note: You can begin on the Event attendance page if you have several patrons to transfer. Skip to step 3.


1. Begin by locating the patron via Find Patron workflow, Click on History: (single patron transfer)


2. From the Registration View, click on the name of the event you wish to transfer the patron FROM:


3. Click on Transfer from this screen:


4. This will move you to Transfer Mode, where you will receive this warning message and the option to go back to the attendance list.


5. Choose the NEW event you want to transfer the patron to and click on Transfer Patron.


6. A confirm transfer pop-up modal will appear to confirm your transfer request.


7. When the transfer is complete, you will end on the Original Event’s Attendance page; the green "transfer is confirmed" success message will appear at the top.

Custom Fields
  • Applicable To: All Users
  • Attachments: No
  • Summary: Transfer Patron in SignUp
2 (1)
Article Rating (1 Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
There are no comments for this article. Be the first to post a comment.
Related Articles
SignUp Recurring Registration Events FAQ
Viewed 2678 times since Tue, Mar 31, 2015
How to Edit a SignUp Event with Registration
Viewed 2282 times since Wed, Mar 28, 2018
Patron Calendar in SignUp
Viewed 24229 times since Mon, Sep 17, 2012
SignUp Interface Changes in August 2016
Viewed 3524 times since Thu, Jul 28, 2016
Data Integrity in SignUp, Spaces, and D!BS
Viewed 3602 times since Wed, Dec 3, 2014
Data Migration from Events to SignUp
Viewed 17381 times since Tue, Aug 27, 2013
Configuring Your Braintree Account to Work With Evanced eCommerce for SignUp and/or Spaces
Viewed 5813 times since Tue, Feb 3, 2015
Finding a Patron in SignUp
Viewed 2660 times since Thu, May 10, 2012
Evanced Privacy Policy
Viewed 1842 times since Wed, Aug 30, 2017