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Transfer attendees between different events

Our organization has multiple events that have the same content. After registering, some attendees need to transfer to a new date. I'd like to see a simpler way of doing this other than re-registering the attendee manually under the new date and then deleting the old registration.

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    scifinfoscifinfo shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Susan AdamsSusan Adams shared a merged idea: enable changing an event registrant to another event  ·   · 

    13 comments

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      • MeganMegan commented  ·   ·  Flag as inappropriate

        Yes, it seems odd that this capability is not already something you can do. If you are billing yourself as a platform that can handle event registrations, you should be able to transfer people from one event to another.

      • Susan AdamsSusan Adams commented  ·   ·  Flag as inappropriate

        Currently, it is extremely cumbersome if an event registrant must reschedule his attendance after paying his fees. We offer a series of identical training sessions every year, and often a registrant finds he must change the session he will attend.

      • Susan AdamsSusan Adams commented  ·   ·  Flag as inappropriate

        We definitely need this capability. We offer about 10 identical learn-to-row sessions during the summer months, and as people's plans change, they often request a date change.

        P.S. We continue to be thrilled that we implemented WA. It has made a huge difference to our organization. Thanks for such a truly great product.

      • pgammagpgammag commented  ·   ·  Flag as inappropriate

        [quote user="skipat"]

        We would also like this capability.

        One application we could use it for is in managing a wait list for an event. That way we could accept wait list registrations in a separate "event" that is specifically a wait list, keep track of who wants to attend, and simply move the registration to the main event when there is an opening.

        And it would simplify things if people need to change a date ---- now you have to cancel, re-enter and reapply any credits to the new registration/event. If you could just transfer them, along with any payments made that would be sweet.

        [/quote]

        Agreed regarding the Wait List. We deal with this regularly - or even having a functioning wait list option would also be helpful.

      • sarah.timmonssarah.timmons commented  ·   ·  Flag as inappropriate

        We also need the ability to transfer attendees between events and have the system figure out the cost difference. Thank you!

      • prawsonprawson commented  ·   ·  Flag as inappropriate

        Would really love to have this capability. We have a similar situation of many similar events with people needing to transfer.

      • Dave PetersDave Peters commented  ·   ·  Flag as inappropriate

        New customer, and I'm finding missing features like this too quickly. Even free membership management systems allow transferring attendees between events. High priority to me.

      • JanJan commented  ·   ·  Flag as inappropriate

        We are needing to do this now as well. This is a good solution and should be a feature of a system of this type. Is there any movement regarding this update? Again, having to perform very labor intensive tasks which should be a simple automated feature of Wild Apricot makes no sense.

        Thanks. Jan

      • skipatskipat commented  ·   ·  Flag as inappropriate

        We would also like this capability.

        One application we could use it for is in managing a wait list for an event. That way we could accept wait list registrations in a separate "event" that is specifically a wait list, keep track of who wants to attend, and simply move the registration to the main event when there is an opening.

        And it would simplify things if people need to change a date ---- now you have to cancel, re-enter and reapply any credits to the new registration/event. If you could just transfer them, along with any payments made that would be sweet.

      • hpehpe commented  ·   ·  Flag as inappropriate

        This is a feature most definitely needed! All other event management systems have this.

      • anonymous_206.223.175.10anonymous_206.223.175.10 commented  ·   ·  Flag as inappropriate

        Currently
        When editing the event registration for a contact, you cannot change the event they are registered for. This can be an issue if you are running a number of the same events (perhaps on a recurring basis) and the registrant cannot make it to one event but can go to another. At present, you would have to delete their registration for the first event and then sign them up for the second one, which is a lot of work and can cause some problems with payments reports and statuses.

        Proposed
        1) When editing contact details, make the event name a filed that can be edited. You would then choose the event you want the contact to be registered for. The contact would not be registered for the first event, but would be for the second.

        2) Create a "Move to event" button where the contact would be associated with a new event, and the registration form is presented to be completed. If any fields have the same name, the information from the previous registration is copied and can be edited, while different fields remain blank.

        3) It could also be set set up so that in an event you can define which other events a registration can be moved to - similar to how you can define which membership levels someone can upgrade to. This might clear up a lot of issues with registration form information.

        For all of these, we would have to consider how payment status would be transferred - in addition to much more analysis on registration form information.

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