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Transferring Registration to New Attendee or to a New Meeting

The Attendee Transfer and Meeting Transfer functionality is available for use by a Company Administrator via the Company Administrator Landing Page or on the Manage My Group drop-down under Meetings/Events Management. The Attendee Transfer and Meeting Transfer landing pages display a list of scheduled meetings, where a Company Administrator can select the meeting and update the status for any existing attendee. The steps for performing an attendee transfer and a meeting transfer are similar. Refer to steps below for an example scenario for the Meeting Transfer process:

  1. Select the Meeting that you want to modify the registrant details for.

    Select a Meeting (example)
     
  2. Select the Existing Attendee you want to transfer to another meeting.

    Select an Attendee (example)
     
  3. Select the Meeting/Session you would like to move the attendee to from the list of available meetings.

    New Available Meetings
     
  4. In scenarios where there is a price difference between the originally selected meeting and the new meeting e-Business launches a Payment dialog to enable the Company Administrator to address the difference in price. In some instances, this will require a payment and others will generate a refund. By default, all refund differences are processed as credits.

    Payment Difference Dialog Example
     
  5. After addressing any payment issues, the final step of the Meeting Transfer is to Review and Confirm the updated information.

    Review and Confirm Details 
     

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