The registration transfer feature lets a registrant who can no longer attend an event pass their registration to someone else instead of requesting a refund. You can turn this on for registrants to manage themselves, or initiate a transfer for them directly from your RedPodium account.

In this article, we'll cover how to enable registration transfers, initiate a transfer request from your account, let registrants transfer a registration from your live page and the Account Center, and cancel a pending transfer request.

Note: When a registration is transferred, the original registrant is refunded and the new recipient is charged. The new recipient is charged the current price of your registration options on the live page, not necessarily the price the original registrant paid.

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Enable Transfers

From the Pages screen, click the pencil icon on the page you want to edit
Hover your mouse over the Settings tab in the top menu bar
Select Registrant Permissions from the dropdown
Toggle the Allow Registrant to Transfer Their Registration button to Yes

Set when registrants can transfer their registration, if desired. If this option is left blank, registrants can transfer their registration at any time
Add a Transfer Fee to charge a fee for transferring your registration, if desired. This fee can be a fixed dollar amount or a percentage
Toggle on Lock Registration Options for Transferee. When enabled, this requires the new recipient to select the same registration option as the original registrant
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page

Pro Tip: If you charge a transfer fee, your event receives the full amount. RedPodium does not charge platform fees for registration transfers.

Note: Once the transfer is completed, the original registrant will be refunded. If you have a change fee, this fee will be deducted from the refund the registrant sees. The original registration(s) will be canceled, and the new registrant will be registered to attend the event

Initiate a Registration Transfer on Your RedPodium Account

Once transfers are enabled, users can initiate a transfer directly from your RedPodium account.

From the top menu bar, select the Registrations tab
Search for the registration ID, name, or email in the search box
Click the eye icon next to the registration you want to transfer

Select Transfer Registrant
Add the information of the person you want to transfer the registration to
Click Send Transfer Link

Note: Once you request to transfer a registration, the registration has the status Pending Transfer until the new recipient completes the transfer. Once completed, the original registration shows a status of Transferred, and the new registration shows a status of Completed.

Allow Registrants to Initiate a Transfer from the Live Page

You can let registrants initiate their own transfers directly from your live page, without needing to log in to an account.

Enable transfers. Click here to learn how to enable transfers
From the Pages screen, click the pencil icon on the page you want to edit
On the top of the page, click the pencil button on your header
Scroll down to the Help Navigation section

Toggle on Show Help Navigation
Select Show the Transfer My Registration Link
Click Done
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page

Allowing Registrants to Initiate a Transfer from the Account Center

Registrants can also transfer a registration after logging in to their Account Center. This section covers turning that setting on.

Enable transfers. Click here to learn how to enable transfers
From the Pages screen, click the pencil icon on the page you want to edit
Hover your mouse over the Settings tab in the top menu bar
Select Registrant Permissions from the dropdown
Toggle the Allow Registrant to Create an Account button to Yes

Select when registrants can see the option to log in. By default, no dates or times are set, so registrants will always see the option. To restrict this, enter a specific date and time range
Select where to display the link to the Registrant Account Center
- Click the At the bottom of the receipt page checkbox to show registrants the link to the Registrant Account Center on the confirmation page. If desired, customize the message and the button text
- Click the On email confirmations checkbox to show registrants the link to the Registrant Account Center on the confirmation email. If desired, customize the message and the button text

Registrant Experience

Registration transfers can be initiated by you or requested by the original registrant through your live event page or the Registrant Account Center, depending on the options you enable.

Once the transfer request is initiated, the recipient claims the transfer and pays for the registration. Once the transfer is complete, the original registrant receives a refund. Use the options below to view the registrant experience for each transfer method.

For example, assume Susan buys a registration during the early bird sale for $250. After the sale ends, she realizes she can’t attend and decides to transfer the registration to her friend George. When George clicks the claim transfer link in his email, he is taken to the live event page, where the system automatically selects the same registration option Susan originally purchased. Since the current registration price is now $350, George pays the updated registration price of $350. After the transfer is complete, Susan receives a refund for $250.

Registrant Experience When a RedPodium User Initiates the Transfer Request on Behalf of a Registrant

After the user initiates a transfer request, the new recipient will receive an email inviting them to complete the transfer
The new recipient clicks Claim Transfer in this email

The recipient is directed to your live event page, where the original registrant's registration option is automatically added to this order
They complete any required registration and billing information
They click Submit to complete the transfer. The new recipient's card is charged, and the original registrant's card is refunded

Once the transfer is completed, the original registrant receives an email that the transfer was successfully processed and they will receive a refund to their card on file

Registrant Experience When a Registrant Initiates the Transfer Request on Your Live Page

Pro Tip: Registrants can initiate a transfer from your live registration page only if you enable this option. Click here to learn how to set this up.

On your live page, the original registrant selects Transfer My Registration at the top of your live page
They enter their email address and order number
They enter the new recipient's name and email
The confirm that this request cannot be undone
They click Transfer

If their information is valid, we will send an email to the original registrant's email asking them to confirm they would like to transfer their registration
The original registrant must click Verify Transfer

After the registrant approves the transfer, the new recipient will receive an email inviting them to complete the transfer
The new recipient clicks Claim Transfer

The recipient is directed to your live event page, where the original registrant's registration option is automatically added to this order
They complete any required order and billing information
They click Submit to complete the transfer. The new recipient's card is charged, and the original registrant's card is refunded

Once the transfer is completed, the original registrant receives an email that the transfer was successfully processed and they will receive a refund to their card on file

Registrant Experience When a Registrant Initiates the Transfer Request on the Account Center

Pro Tip: Registrants can initiate a transfer from the Registrant Account Center only if you enable this option. Click here to learn how to set this up.

To initiate the transfer from the Account Center, the registrant first logs in to the Registrant Account Center
They select Registrations from the top menu bar
They click the eye icon next to the order they'd like to view

They click Transfer next to the registrant
They add the recipient's name and email address
They confirm that would like to transfer their registration
They click Transfer

After the registrant initiates the transfer, the new recipient will receive an email inviting them to complete the transfer
The new recipient clicks Claim Transfer

The recipient is directed to your live event page, where the original registrant's registration option is automatically added to this order
They complete any required registration and billing information
They click Submit to complete the transfer. The new recipient's card is charged, and the original registrant's card is refunded

Once the transfer is completed, the original registrant receives an email that the transfer was successfully processed and they will receive a refund to their card on file

See Who a Registration Was Transferred To

Any registration with a status of Transferred shows you exactly where the registration was transferred to.

From the top menu bar, select the Registrations tab
Click the eye icon next to the registration you want to view
In the Overview section of the registration, view the note showing who the registration was transferred to and the date and time of the transfer.

Note: Click the hyperlinked name in the note to view the new recipient who received the transferred registration.

Cancel a Pending Transfer Request

If a recipient never completes their transfer, or the original registrant decides they want to attend after all, you can cancel a pending transfer request.

From the top menu bar, select the Registrations tab
Search for the registration ID, name, or email in the search box
Click the eye icon next to the registration you want to transfer

Click Edit Registrant
Confirm that you want to cancel the existing transfer request
Click Cancel Transfer Request

Note: You cannot edit a registration while it has a pending transfer request. If you need to edit a registration, you must first cancel the transfer, or have the new recipient complete the transfer.

FAQs

What happens if the recipient never completes their transfer?

The registration stays in Pending Transfer status indefinitely, even after the transfer link expires. If you need to resolve it, such as letting the original registrant check in, we recommend cancelling the transfer request.

If I change a registration option's price, which price will the transfer recipient pay?

The transfer recipient pays the registration option's current price on your live event page, not the price the original registrant paid.

How do actions affect registration transfers?

When a recipient claims a registration transfer, the page applies the actions currently active on the live page, not those active when the original registration was purchased. If an action now hides the original registration option, create a new action to display it so the recipient can select the same registration option.

How long is a registration transfer link valid?

Transfer invitation emails remain active for 7 days from the time they are sent.

Note: If the recipient does not claim the transfer within 7 days, the transfer link will expire and can no longer be used. The original registrant can start a new transfer if needed.

Can I transfer orders that are pending final payment or pending offline?

No. At this time, only completed registrations can be transferred. Registrations that are pending final payment, pending offline payment, waitlisted, or pre-registered cannot be transferred.

How do I see who received a transferred registration?

Click here to learn how to see who received a transferred registration.

Can I let my team transfer registrations without allowing registrants to transfer their own registrations?

In RedPodium, enabling registration transfers allows both your team and registrants to transfer registrations. There is no separate setting that limits transfers to your team.

To let your team handle transfers without giving registrants that option, enable registration transfers and turn off the Registrant Account Center for the event page. Registrants will then be unable to access the Account Center to transfer their registrations.

Why don't I see the option to transfer registrations?

The most common reason you don't see this option is that you have not enabled registration transfers. The registration transfer option must be enabled for your event page before anyone can transfer registrations, including your team on the back end. If you don’t see the option to transfer a registration, check that registration transfers are enabled. Click here to learn how.

Another common reason you may not see the option is that you’re outside the date range set for registration transfers. If transfers are enabled but the transfer option doesn’t appear, check your transfer date settings to confirm that transfers are currently available.

Registration Transfers Between Registrants