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
Enhancements to SignUp, Spaces, and D!BS
Viewed 1813 times since Tue, Sep 17, 2019
Branding Color Scheme Choices for Spaces, D!BS, and SignUp Mobile
Viewed 7411 times since Fri, Jan 2, 2015
Demco Software FAQ
Viewed 2777 times since Mon, Jan 23, 2017
Patron Calendar in SignUp
Viewed 24818 times since Mon, Sep 17, 2012
SignUp, Spaces, Dibs, Wandoo Reader Maintenance Window
Viewed 3016 times since Mon, Aug 22, 2016
New Core SES Approach
Viewed 3441 times since Mon, Apr 4, 2016
SignUp and D!bs Reports Integration
Viewed 467 times since Wed, Oct 30, 2019
Holiday/Emergency Closings
Viewed 72 times since Mon, Oct 28, 2019
Editing Recurring Events
Viewed 916 times since Wed, Oct 30, 2019
Finding a Patron in SignUp
Viewed 3034 times since Thu, May 10, 2012