Registration Transfers

Last edited 12/16/2019

Transferring Within a Group

  1. Pull up the current records of the registration, including all available details, purchases, and payments.
  2. In the correct event, re-build the registration with all its details. Add the amount paid for these individuals to the cart but do not checkout.
  3. Back in the original event, delete the names (if applicable) from the registration, and/or remove the reserved spots. Classes are removed with the name or spot and do not have to be adjusted separately. Remove products if included in the transfer and add the credit to the account.
  4. Checkout.
    • The credit created and the payment applied should match if all registration details were the same so no payment should be asked for at this time.
    • Enter details of the transfer, including your name or initials, for future reference.

Transferring Between Groups

  1. From the original group's account, pull up the current records of the registration, including all available details, purchases, and payments.
  2. In the transfer group's account, re-build the registration with all its details. For Just Names (Participants) events, override the participant fees to the same rates they got in the previous registrations*. Add the payment amount to the cart.
  3. Back in the original group's account, delete the names (if applicable) from the registration, and reduce the number of spots (if applicable). Remove products if included in the transfer, add the credit to the account, and checkout.
  4. In the original group's previous orders, enter the transfer amount to the Refund field and add to cart.
    • During checkout, enter detailed notes of the transfer such as the destination account and include your name or initials for future reference.
  5. In the transfer group's account, apply an At Council / Other payment matching the credit transferred from the original troop. 
    • During checkout, enter detailed notes of the transfer such as the source account and include your name or initials for future reference.

    For a Just Numbers (Spots) or Numbers and Names (Summer Camp Style) event, backdate the transferred payment to the same date the original payment was entered to apply during the same fee period (i.e. Early/Base/Late).

    *Just Names (Participants) registration fees will need to be manually adjusted since the rate is based on when they register, not when they pay.

We are always happy to assist with event registration training.