> ## Documentation Index
> Fetch the complete documentation index at: https://partner-help.letsdothis.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Transfers

> Move a participant to a different race or event, hand their place to someone else, or convert their booking to account credit.

Transfers let you — or your participants — move a booking rather than cancel it. Three types are available:

* **Transfer to another race or event** — move the participant to a different race within the same event, or to a different event entirely.
* **Transfer to a friend** — hand the booking to another person.
* **Transfer to credit** — convert the booking value to account credit the participant can use toward a future booking.

All three can be initiated by you on behalf of a participant, or enabled as self-serve so participants can do it themselves. We recommend enabling self-serve — it reduces the volume of transfer requests you need to handle manually.

When self-serve is enabled, participants access these options from their booking management page. They can find it by logging in to their account, opening **My bookings**, and selecting the relevant entry. The available transfer options appear based on the settings you have configured.

<Note>
  Bookings with an active payment plan cannot be transferred. Resolve the plan
  first before initiating any transfer.
</Note>

## Setting up self-serve transfers

Self-serve transfer settings live in two places:

* **Organizer level** — go to **Settings → Participant self-serve**. These are your global defaults, applied to all events unless overridden.
* **Event level** — open an event and select **Participant settings** from the left-hand sidebar. Event-level settings override the organizer defaults for that event only.

Each transfer type has its own set of options:

### Transfer to another race or event

| Setting             | What it controls                                                                                                                                                                         |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Enable**          | Toggle the transfer type on or off for participants.                                                                                                                                     |
| **Admin fee**       | A flat fee charged to the participant when they transfer. Set the amount and currency.                                                                                                   |
| **Fee exemption**   | Waive the fee if the participant transfers to a cheaper race/event, a more expensive one, or never waive it.                                                                             |
| **Cut-off time**    | The deadline for participants to self-serve transfer. At the organizer level, set a relative window (e.g. 4 weeks before the event starts). At the event level, set an absolute date.    |
| **Ticket rules**    | (Event level only) Restrict which tickets can be transferred, and which destination races or events they can transfer to. By default all tickets transfer to all available destinations. |
| **Bypass sold-out** | Allow transfers into races or events that are otherwise sold out.                                                                                                                        |

### Transfer to a friend

| Setting             | What it controls                                                                                                                       |
| ------------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| **Enable**          | Toggle friend transfers on or off.                                                                                                     |
| **Admin fee**       | A flat fee charged for the transfer.                                                                                                   |
| **Ticket discount** | Whether the recipient gets a discount: 100% off (they pay nothing) or a discount equal to the original purchase price.                 |
| **Cut-off time**    | The deadline for self-serve friend transfers. At the organizer level, set a relative window. At the event level, set an absolute date. |
| **Ticket rules**    | (Event level only) Restrict which tickets can be transferred to a friend.                                                              |
| **Bypass sold-out** | Allow transfers even when the ticket is no longer publicly available.                                                                  |

### Transfer to credit

| Setting                | What it controls                                                                                                                                        |
| ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Enable**             | Toggle credit transfers on or off.                                                                                                                      |
| **Admin fee**          | A percentage deducted from the credit amount (e.g., a 5% fee on a $100 booking gives the participant $95 in credit).                                    |
| **Cut-off time**       | The deadline for participants to self-serve convert to credit. At the organizer level, set a relative window. At the event level, set an absolute date. |
| **Credit expiry**      | How long the credit lasts: 1 week, 1 month, 2 months, 6 months, 1 year, or never. Defaults to 1 year.                                                   |
| **Event restrictions** | Limit which future events the credit can be applied to.                                                                                                 |

## Organizer-initiated transfers

You can initiate any transfer type on behalf of a participant regardless of whether self-serve is enabled. Organizer-initiated transfers are not subject to the cut-off time or fee settings.

### Transfer to another race or event

<Steps>
  <Step title="Open the Transfers tool">
    From your organizer dashboard sidebar, select **Transfers**. The transfers homepage shows the current booking details on the right.
  </Step>

  <Step title="Select Transfer to event">
    Choose **Transfer to event**. The event selector opens.
  </Step>

  <Step title="Choose the destination">
    Search for and select the event you want to move the participant to, then choose the race and ticket tier.
  </Step>

  <Step title="Choose which add-ons to carry over">
    If the original booking includes add-ons, select which ones should transfer. Add-ons you do not include are canceled.
  </Step>

  <Step title="Review and confirm">
    A summary modal shows the original booking alongside the destination. Click **Confirm** to complete. The original booking is canceled and a new entry is created at the destination.
  </Step>
</Steps>

You can also transfer multiple participants at once by selecting several entries from the Startlist before opening the Transfers tool.

### Transfer to a friend

<Steps>
  <Step title="Open the Transfers tool">
    From your organizer dashboard sidebar, select **Transfers**, then choose **Transfer to another person**.
  </Step>

  <Step title="Enter the recipient's email address">
    Type the email address of the person who will receive the booking.
  </Step>

  <Step title="Choose which add-ons to include">
    Select which add-ons should transfer to the new participant. Any not included are canceled.
  </Step>

  <Step title="Review and confirm">
    Click **Next**. A confirmation modal summarizes the transfer. Click **Confirm** to complete.

    The original participant's booking is canceled and the recipient receives a booking confirmation.
  </Step>
</Steps>

Friend transfers are per-booking only — bulk transfers to another person are not available.

### Transfer to credit

<Steps>
  <Step title="Open the Transfers tool">
    From your organizer dashboard sidebar, select **Transfers**, then choose **Transfer to credit**.
  </Step>

  <Step title="Configure the credit">
    The form shows the participant's booking and the total paid. Choose which add-ons to include, optionally earmark the credit for a specific future event, and make any credit adjustments needed.
  </Step>

  <Step title="Confirm">
    Click **Next** to review the summary, then confirm. The booking is canceled and the credit is added to the participant's account.
  </Step>
</Steps>
