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Copy/Move Participant to a Different Form
Copy/Move Participant to a Different Form

Copy / Move a registrant to another group or form

James Kiehn avatar
Written by James Kiehn
Updated this week

Paid registration fees, transactions, receipts, invoices etc. will not be linked to the new registration record that will be created when copying.

All other information can be copied over if the registration details and questions align in the destination form. A summary of these details are provided before copying takes place and missing fields in the destination form can be updated for the new record after the copy is completed. as well


To copy a participant:

  1. Click Registration > Participants

  2. Search for the registrant in the search bar and click on their "First Name"

  3. When their registration record opens, look at the top of the page when it says "Copy to a Different Form" and click Copy.

    Please Note: If you see a message here that says "They must be deleted from their team first", this means that they exist on a team roster already. They would need to be removed from that roster before copying can take place. Go to the Teams area in the left side navigation to do this.

  4. From the dropdowns, select the organization, season, registration form, and form group that will be the destination for the copied registration. Click Continue

  5. Review the comparisons of form/registration details between the origin form and destination form. Click Continue

  6. Update Custom Question Responses for copy to the new form. Click Continue

  7. Choose whether or not you'd like to Cancel the original registration or keep it active. (Cancelling will not delete the participant but update the status to "Cancelled").

    Click Continue

  8. Confirm Copy Details and Click Finish

A new participant will be created under the destination form. Their transaction records, payments, subscriptions/invoices, discounts, and refunds are not copied and their base fees + amount due will equal their original form.

If balancing the amount due between the original registration and the new registration (since no previous transaction information will be copied to the new form) is important for your organization, record an offline refund on the original form and an offline payment on the new form to balance the owing amounts.

The old registration can be deleted if no longer needed and if their balance shows that nothing has been paid: Manage Participants | Teamlinkt Help Center

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