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Transferring participants between events easier

Deanne Dinio 10 months ago in Events / Programming updated by Kim Lehman (Product Owner) 5 months ago 2

Currently, to transfer participants between events, we have to withdraw the participants from the event, approve the refund to account credit, enroll the student in the 2nd event, and then pay for the 2nd event with account credit. Because of the approving the refund step, a manager always has to be involved. 

I was wondering if there could be a transfer button on the member portal events tab where I could pick the event to remove the participant from and the event they want to be transferred to, and then the revenue automatically moves to the correct revenue category and CourtReserve shows staff that either the difference needs to be refunded or paid. 

Hello again, we have also found that students are enrolling in Class A, realizing it's the wrong class, withdrawing out of Class A, and then enrolling and paying for Class B without waiting for a refund. An easier event transfer method would be appreciated on the Member Portal as well