Open Forum

Is there a way to transfer credits from one person to another? We gave credits to an attendee who cancelled to apply to a future meeting and they cannot go so want to send someone in their place. What would be the best way to apply person A's credits to person B's registration?

Thanks!

#Registration

------------------------------
Annelise Coffin
Event Coordinator
American Legislative Exchange CouncilUnited States
------------------------------

Hi Annelise,

Yes, you can transfer credits from one person to another in Cvent by manually adjusting their registration. Here's how:

1. Cancel Person A's Registration: If they haven't already been canceled, process their cancellation while issuing an offline refund to their payment credit and zeroing it out in their contact record.

2. Apply Credit to Person B: Register Person B and, in their contact record, add the payment credit and apply it to their registration.

3. Maintain Consistency: Use the same internal reference number for both registrations to track the transfer.

Since credit transfers aren't automated, this process requires some manual steps. Let me know if you need help navigating it!

Please contact me if you need any assistance with your event in Cvent.

------------------------------
Amarnath Annamalai
Freelance Cvent Specialist
www.cvntexpert.com
info@cvntexpert.com
------------------------------

Hello Amarnath, When processing the offline refund, what does this mean? If I select yes, will it allow me to apply the payment to someone else?

------------------------------
Miriam Mendoza
APSI Director
College BoardUnited States
------------------------------

Original Message:
Sent: 04-02-2025 07:39
From: Amarnath Annamalai
Subject: Transferring Credits

Hi Annelise,

Yes, you can transfer credits from one person to another in Cvent by manually adjusting their registration. Here's how:

1. Cancel Person A's Registration: If they haven't already been canceled, process their cancellation while issuing an offline refund to their payment credit and zeroing it out in their contact record.

2. Apply Credit to Person B: Register Person B and, in their contact record, add the payment credit and apply it to their registration.

3. Maintain Consistency: Use the same internal reference number for both registrations to track the transfer.

Since credit transfers aren't automated, this process requires some manual steps. Let me know if you need help navigating it!

Please contact me if you need any assistance with your event in Cvent.

------------------------------
Amarnath Annamalai
Freelance Cvent Specialist
www.cvntexpert.com
info@cvntexpert.com
------------------------------