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3a. Transfer a delegate to another course
Access your platform > Open the Courses ‘Calendar’ page > right-click on the first date that you have scheduled in the calendar and select ‘Candidates’‘Delegates':
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Right-click on Transfer User and click on ‘Transfer Delegate’:
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In the Transfer Delegate window select the transferred to date as the other course you scheduled in 1d and click Transfer:
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Return to the Courses ‘Calendar’ page > right click on the first date that you have scheduled in the calendar and select ‘Candidates’‘Delegates’.
Your delegate should now have the status of ‘Transferred’ on the first course:
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Return to the Courses ‘Calendar’ page > right click on the second date that you have scheduled in the calendar and select ‘Candidates’‘Delegates’.
Your delegate should now have the status of ‘Booked’ on the second course:
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3b. Change a delegate to another user
Access your platform > Open the Courses ‘Calendar’ page > right-click on the second date that you have scheduled in the calendar and select ‘Candidates’‘Delegates’.
Right-click on Transfer User and click on ‘Change Delegate’:
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Select ‘New User’ as the replacement delegate.
Save and closeClose.
3c. Cancel a delegate
Access your platform > Open the Courses ‘Calendar’ page > right-click on the first date that you have scheduled in the calendar and select ‘Candidates’‘Delegates’.
Right-click on ‘Cancel User’ and click on ‘Cancel Delegate’:
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Add any applicable cancellation notes and then confirm the cancel.
Your delegate should now have the status of ‘Cancelled’ on the course:
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On this page:
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