Moving a Registration from one meeting to another

The EdgeReg system does not allow you to move registrations within the system from one meeting to another. However, there are steps that you can follow to add the new registration and "transfer" the payment, without having to refund and then re-charge the credit card.

1. Go into the Transaction History of the registrants current record in the meeting that you want to remove them from. Cancel their registration, but DO NOT refund them or charge them a refund penalty. If they had paid, they should now show a positive Balance.
2. Use the "Add Transaction" button to count their payments as Future Credits. Select "Future Credit" and enter the amount that they had paid. Their Balance should now be $0.
3. Go to the new meeting that you want to add them to and do a "Fast Search - Global". You should see their record from the previous meeting. Use the "Load Offline" function to load their data into the new meetings registration form. Be sure that all the data is correct and that any additional questions that you asked have responses. Register them as "Pay Later". payment method, and uncheck the box to "Send a Confirmation Email".
4. Go into the Transaction History for the new record and click "Add Transaction" and apply "Future Credit as Payment" for the amount of the charge. Their Balance should now be $0.