Transfer Payment
Can I transfer a registration from one person to another?
Why can I not change the name on a registration?
Is there a cost for transferring a registration.
The answer to this question is dependent on whether or not a payment has yet been made on this account. Bottom line, before payment, names can be changed; after any payment, a registration can only be transferred per the instructions below, but the name can no longer be changed.
On the end-user site, the name of an attendee can be changed up until the point when a payment is made. Once any payment is made, the name is locked so that only adminstrators can make the change via the transfer option.
A registration can be transferred from one attendee to another according to the policies of the individual conference. In some cases a fee may be assessed.
In Platform 2.0, transfering the registration from one person to the next involves two steps. For clarification, the 'From Attendee" is the person from whom you wish to take money from. The "To Attendee" is the one to whom the money should go.
Step One: Refund to a Credit.
The first step involves giving a refund to "From Attendee" in the form of an internal credit. Go to "Basic Attendee Listing" and find the "From Individual." Provided that you have money permissions, use the action drop down and select the "Refund" option. In the next panel, treat this as if you were going to refund the money to this individual. You can assess a "cancellation penalty" if you wish. The amount that you are to refund is the amount that you'll be transferring. In the drop down on this page that give you the "refund options", select the option to "HOLD: As an INTERNAL CREDIT." Submit and process the refund. This will create a temporary "credit" for this site that can now be used by an administrator for the payment on another account (the next step). Definition of "HOLD as Internal Credit.
Step Two: Use the Credit as Payment.
Change your view to "Multi-Person Payments" and find the record for the "To Attendee" - the person to receive the credit. (Note: If they have not yet registered, they need to do so. A credit can only be assigned to an exisitng registration). Place a checkmark by their name and then click to blue "Continue" button at the top of the page. Enter the dollar amount of the credit (it must match the amount from step 1) and then select the "Use Held Funds" payment option (it will be highlighted in brown). Fill out your name in the "Who Authorized" (or the name of the authorizing individual) and then in the "Invoice Choice" option, select the appropriate invoice (there may only be one listed). The dollar amount for the selected invoice must match the dollar amount of the amount to be paid. Process the payment and the credit has now been applied to the "To Attendee."
Through this "two-step" process, you now have effectively made a transfer from the "From Attendee" to the "To Attendee." It will show up on the invoice as a transfer.
You can also use this method to change the registration type on a paid attendee.
The new platform handles transfers differently than the Legacy platform. (For Legacy transfer instructions, read this answer. This change fro Platform 2.0 was to allow for a more consistent "paper trail" and the protection of the original record information.