Transfer a Participant to a Different Activity

This article will show you how to complete a transfer for a participant to a different activity or session. When transferring, you can only transfer between the same Activity Types. For example, if you are transferring from a Program/Class Activity Type, the target activity/session must also be a Program/Class Activity Type.

Important Notes

• Transfers are not supported for Membership activity types or Leagues configured as team registration.
• If transferring from one ticketed event to another, the original ticket will be deleted from the original roster and a new ticket number is generated for the new event.

Instructions

1. Search for and select a user account
   
2. Select Voids, Transfers, & Refunds
   
   
3. Navigate to the Activities tab
   
4. Configure any desired Filters
   
   
   • Account Member: Select a member from your account
   • Date Filter: Select Transaction From and Transaction To dates
   • Receipt Number: Enter a receipt number, if applicable
   • Enrollment Status: Show Active and/or Inactive
5. Click Refresh Results
   
   
6. Locate the participant you would like to transfer to a different activity and select Actions > Transfer
   
7. Configure fields
   
   
   • Original Activity/Session: This is auto-filled with the activity you are transferring from
   • Participants: Shows the participant you are transferring
   • Target Activity/Session: Enter the new session that the participant will transfer into
     • Note: You can only transfer between the same Activity Types. For example, if you are transferring from a Program/Class Activity Type, the target Activity/Session must also be a Program/Class Activity Type.
     • Note: If transferring from one ticketed event to another, the original ticket will be deleted from the original roster and a new ticket number is generated for the new event.
   • New Session Price: Indicates the cost the customer will pay for the new session they are being transferred to
     • Note: If they pay the full cost, input the full cost. If sessions are an even trade ($10 for $10) then the new session fee would be $10 to make the balance and credit of the transfer of $0.
   • Eligibility Override: Apply if the participant does not fit the eligibility of the new activity
   • Enrollment Override: Use when the session is full or if the enrollment time has passed
   • Note: Enter additional information
8. Select Preview Transfer
   
9. Review the Transfer Preview at the bottom of the screen and select Complete Transfer
   
   
   • Note: The system will automatically resolve any price differences between the two activities.