How do I initiate a participant transfer?

To initiate a transfer as a director (IF you currently have transfer settings turned on) it's a few quick steps!

 1. Start by signing in to your Race Roster dashboard, selecting the 'Event Organizer' view and following the instructions below. 

2. Navigate to the left side of your screen to the search bar. Search and select Participant List. Alternatively, you can click Participants > Participant List on the Event Organizer Menu. 

3.. You will then be directed to the Participant List. Scroll through the date and field options and make changes before hitting 'View Results'.

4. You will see a search bar open on the right above your results, type in the participant's name or email to find their registration. 

6. Once their name pops up, simply click 'Transfer' from the actions button on the righthand side of the page.

7. Indicate what the participant would like to do - either transfer to a New Registrant or New Sub-event

8. IF you have already set up Transfer configurations then all the configurations will appear. Otherwise, use the checkboxes to configure the transfer.

9. If you choose New Registrant to enter the email address under the field for Enter Email to transfer registration to

10. If you choose New Sub-event navigate down and use the drop-down to select the sub-event the participant will transfer to

11. Scroll down to review the estimated cost for the participant to complete the transfer

12. Once you review the configurations click Transfer Registration

What will the participants see: 

If you initiate a person to person transfer:

1. The original participant will receive an email indicating that a transfer has been initiated and any details of the transfer (if applicable - dependent on transfer configurations):

2. The new participant will receive an email indicating that they have been sent a transfer, which will include a link to complete the transfer.

3. Once the new participant completes registration, the original person will receive an email indicating that the transfer has been completed.

If you initiate a sub-event to sub-event transfer:

1. The participant will receive an email indicating that a transfer has been initiated and they can complete using the link provided in the email.