Swap a Registration within a Household
Sometimes, a contact may register the wrong participant for a program. To change registrations within a household, follow these steps:
- Log into the Back Office
- Click “Manage a Household” in the Right Menu or Contact Management, Security>Household
- Search for the Household
In the Go-To Menu, select “Registrations” or “Memberships.” (Choose based on which is needed to be switched) - Click “edit” next to the relevant registration or membership
- From the dropdown, change the participant name. Save.
If the relevant contact does not exist, this must be added from the front page.
In another browser or browser tab:
- Log into the Front Page
- Click Register
- Search for a household
- Select the household
- Click “Add a Participant” and enter required information
- Save.
Now, the contact is added to the family, and the registration/membership can be swapped from the back office following the steps above.