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Transfer registration from incorrect event to correct event

  • 1.  Transfer registration from incorrect event to correct event

    Posted 30 days ago
    I would like to know how to transfer a registration from one event to another.  In this case an attendee has registered for the wrong event and I need to put him into the correct one.  This happens often.  Is there a way to EASILY move their registration to the correct one without having to register them again. 

    There are consequential circumstances for us doing this.  First of all this would be nice for convenience, seems ridiculous to have to complete an entirely new registration for an error on a free event.  Also we are on the pay go platform coming over from RegOnline/CVENT so I don't want to incur an additional fee for the registration. In RegOnline/CVENT platform you could easily select a registrant and move them to another event without another registrant fee so hoping you can do that now too.

    Any ideas or help would be appreciated. Thanks!
    #Flex-Creating/ManagingEvents

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    Jennifer Saltzman
    Saltzman Associates (old KSA)
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  • 2.  RE: Transfer registration from incorrect event to correct event

    Posted 30 days ago
    I'd love to know if there is a way to do it. We have to help people switch from one event to another fairly regularly and it really does seem that there should be a better way to transfer their registration and payment over to another twin event at a different date. 

    Thanks for asking the question Jennifer!

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    Sophie Pierronnet
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  • 3.  RE: Transfer registration from incorrect event to correct event

    Posted 29 days ago
    I have had this issue in the past.  Either the registrant has to go re-register for the other "correct" event, or you can down the registrant and upload it to your new event.  I've done the download/upload event myself and it has worked.  You export then import registrants.  I called Cvent the first time I did it and the process was pretty straightforward and they walked me through it.

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    Kristi White
    Meetings + Events Specialist 2
    Smith & Nephew, Inc.
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  • 4.  RE: Transfer registration from incorrect event to correct event

    Posted 29 days ago
    *Not sure if this download/upload method works if payments are involved.  Sorry!

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    Kristi White
    Meetings + Events Specialist 2
    Smith & Nephew, Inc.
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  • 5.  RE: Transfer registration from incorrect event to correct event

    Posted 29 days ago
    Thank you, Kristi!
    I have never heard of the download/upload method but I believe you are right in saying that payments transfers pose a challenge. 


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    Sophie Pierronnet
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