Times may exist when a registrant cannot attend a particular event because of a conflict or some other unforeseen occurrence. However, another registrant may want to take over the order purchased by the first registrant. This can be accomplished easily in the iMIS Events module.
To substitute registrants
1. From Events, select Register a customer to open the Register a customer window.
2. Find the registration (see Finding an event registration) for which you want to substitute registrants.
3. Click Transfer/Substitute.
4. Your cursor is now in the Event field. Tab to the ID field and enter the substitute registrant's ID (use the lookup icon to search for an ID).
5. Notice that when you pressed Tab, the Bill To and Function field information disappeared. When you enter the substitute registrant ID, the Bill To and Function fields are populated with the new information.
6. Click Save.
After performing a substitution, CT appears on the Event Roster window and the Roster Search window by the name of the original registrant, indicating that the registrant's order was canceled and transferred.
Also, the Account Info tab of the Register a Customer window lists the details of the transferred registration, including the name to whom the registration was transferred.
Result of transferring an event registration to another person\
Note: Your Account Info tab may look different than above if your organization has enabled the option to Create Separate Invoices for Events Adjustments (currently only available for VAT-enabled organizations). In that case, double-click the invoice line to view a full transaction ledger, which lists any event transfers or substitutions.