Rolling over registrants to a new season

To copy multiple registrants from one or more activities to other activities in another season use the Registration roll-over function.

 

    1. Go to Administration > Registration settings > Registration roll-over.

    2. Select information about the activity that you want to roll over in the Source activity lists.

    3. Click Search.

    4. In the Rollover column, select the checkbox for the activity you want to roll over participants from.

    5. Note: Select the Rollover checkbox in the header row to roll over all activities.

    6. In the Enr column, click the number for the activity you want to roll over registrants from (this number indicates the total number of registrants enrolled in the activity).

    7. Tip: To roll over all participants in all activities, select the # to Rollover checkbox in the header column.

    8. In the Activity roster pop-up box:

      1. Select one or more of the registrants in the Rollover column.

      2. Click Submit.

      Note: On the Registration Roll-Over page, the # to Rollover Enr column changes to display the number of registrants you selected to roll-over.

    9. If the activity uses teams:

      1. In the Teams column, click the underlined number to show all the teams for the selected activity.

      2. In the Activity team list window, to copy teams to the target activity, click one or more checkboxes in the Rollover team column.

      3. To copy team members to the target activity, select one or more checkboxes in the Rollover member column.

      4. To change the team for a team member, select a different team from the dropdown list in the Team column.

      Note: If you leave the Team dropdown list blank for a team member, the team member will be copied as an individual enrollee and will not belong to any team.

      1. Click Submit to return to the Registration roll-over page.

    10. In the Target activity column, click the binocular icon for the activity that you want to roll over.

    11. In the Activity search pop-up box:

      1. Search for and select a target activity.

      2. Click Submit.

      Note: If you select the same target activity for multiple source activities, all selected registrants from the source activities will be rolled-over into the same target activity.

    12. Click Rollover.

    13. On the Registration roll-over results page, choose one or more of the following:

     

    Notes:

    Related topics

    Enrolling a batch of customers into an activity

    Enrolling a customer in an activity

    Creating a new activity

 

Return to Registration

Return to Registration Settings