Important Information:
- Transferring within the same organization:
Existing payment records will be marked as "transferred" and will be re-allocated to the particpant under the new participant.
No new payments/refunds will be charged to the participant; all new transactions created are for reporting purposes only.
If the participant is on a payment plan, their payment plan will not be altered in any way. An organization admin will need to update the payment plan manually.
Any memberships in the destination form not possessed by the participant will not be created.
- Transferring to a different organization:
When transferring a participant between organizations, a copy of the participant will be created under the new organization. The old participant can still be viewed under the source organization.
Payment records are not transferred between organizations.
Go to the participants section and click on the participant you would like to transfer. From the edit participant page you will be able to transfer them to any registration form in your organization, or other organizations that you are connected to.
When moving a participant to a form with custom questions, you will be prompted to answer the questions for the participant. Please ensure you have permission to accept any agreements and terms on behalf of the participant required in the destination form.
The participants amount due will be updated based on the form they are moved to.
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