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
Configuring Your Braintree Account to Work With Evanced eCommerce for SignUp and/or Spaces
Viewed 5480 times since Tue, Feb 3, 2015
New Core SES Approach
Viewed 2528 times since Mon, Apr 4, 2016
How to Locate Unsecured content in a Secured HTTPS page
Viewed 2198 times since Tue, Dec 20, 2016
Data Migration from Events to SignUp
Viewed 17105 times since Tue, Aug 27, 2013
SignUp Recurring Registration Events FAQ
Viewed 2371 times since Tue, Mar 31, 2015
Secured access to content via HTTPS FAQ
Viewed 2316 times since Tue, Dec 20, 2016
Authentication in Evanced Products
Viewed 10010 times since Tue, Apr 1, 2014
SignUp Interface Changes in August 2016
Viewed 3410 times since Thu, Jul 28, 2016
Evanced Privacy Policy
Viewed 1608 times since Wed, Aug 30, 2017