With SeatRobot, you can move guests from one event to another. The process is dependent on what type of event the guest started in, and what type of event you want them to end up in.
This article reviews how to move guests from a free event to a different free event. For example, I'm managing a weekly yoga class. A guest reached out and asked if they could be transferred to my pilates class.
To do this, first navigate to GUEST LIST.
Identify the guest that you want to move, then click the move icon in their row.
The MOVE... window will appear. Click SELECT ALTERNATIVE EVENT.
You will be redirected to the EVENTS - MOVE GUEST page. Click the MORE INFO... within the chiclet of the event you want to move your guest to.
Please note: This page will only display events that have been made visible on your company's event website.
Click the REGISTER button on the page.
The contact details of the person you're moving will auto-populate. Check the box next to I AM NOT A ROBOT and click REGISTER.
The person you moved will receive a confirmation email after they're successfully registered for the other event.
When you move guests between events, everything from the event's capacity to the guest history is impacted. You can monitor this page by page in both events.
If you go to the GUEST LIST of the originating event, we can see that the guest we moved is no longer in that event. If you click the filter icon, you can see that there is 1 moved guest. If you click VIEW MOVED, the guest we moved will display in the list.
Once a guest is moved, their pencil icon will be yellow, indicating that there is an active note. If you click that icon, the NOTES window will appear with details of their move.
If you click the filter by tag icon in the tool bar, you can see that the moved guest is no longer included in any counts.
If I go to STATUS, I can see that the moved guest is no longer contained within any of my guest counts.
Now, if you pivot over to the receiving event, we can see how the moved guest is represented in that event. First, navigate to GUEST LIST.
The pencil icon in their notes row will be bright yellow, indicating that there is a note in there. If you click that icon, the NOTES FOR... window will appear, with an automatically generated note regarding the move.
If you click the filter by tag icon in the tool bar, you can see that the moved guest is now counted in the registration button I moved them to.
If you go to STATUS, you can see the moved guest reflected in the counts.
Thank you! If you have questions about this process or any other features in SeatRobot, please reach out to support.