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
Configuring Your Braintree Account to Work With Evanced eCommerce for SignUp and/or Spaces
Viewed 9121 times since Tue, Feb 3, 2015
SignUp and D!bs Reports Integration
Viewed 1707 times since Wed, Oct 30, 2019
Exporting your data to a new product
Viewed 1016 times since Tue, Nov 21, 2023
SignUp Event Calendar View Print
Viewed 1539 times since Thu, Mar 10, 2022
SignUp "Smart" Registration Questions
Viewed 20551 times since Thu, Jul 30, 2020
Managing Subscriptions in SignUp
Viewed 3912 times since Fri, May 11, 2012
Appointment Events
Viewed 10657 times since Mon, Oct 28, 2019
How to Locate Unsecured content in a Secured HTTPS page
Viewed 6448 times since Tue, Dec 20, 2016
Editing SignUp Events with setup/teardown time overlapping Spaces Reservation
Viewed 590 times since Tue, Jun 27, 2023