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
2.5 (2)
Article Rating (2 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
COVID-19 Situation Response
Viewed 180675 times since Fri, Mar 13, 2020
Data Migration from Events to SignUp
Viewed 23213 times since Tue, Aug 27, 2013
Web Browser Compatibility
Viewed 5395 times since Fri, Jul 17, 2015
Printing the SignUp Calendar
Viewed 4967 times since Tue, Sep 16, 2014
Keep Me Logged In
Viewed 3245 times since Wed, Oct 23, 2019
Frequently Asked Questions: Managing Security
Viewed 6380 times since Tue, Dec 8, 2015
Data Integrity in SignUp, Spaces, and D!BS
Viewed 5002 times since Wed, Dec 3, 2014
SignUp Recurring Registration Events FAQ
Viewed 5558 times since Tue, Mar 31, 2015
How to Locate Unsecured content in a Secured HTTPS page
Viewed 5855 times since Tue, Dec 20, 2016