Skip to content
Astera Technology

Replace a named participant without transferring their package

Review identity and entitlement separately when someone takes another participant’s place.

Specify which rights can move

Synthetic rule: participant substitution is allowed before 12:00, excluding 12:00 itself, but personal package sessions are non-transferable in this example. The outgoing participant’s held session returns under the agreed substitution policy. The incoming participant must provide their own eligible session before the replacement becomes confirmed.

Synthetic substitution record
LinePersonEntitlementResult
OutgoingM-S1P-S1: 1 heldReturn to P-S1 after accepted swap
IncomingM-S2P-S2: 0 availableReplacement pending
Alternate incomingM-S3P-S3: 2 availableEligible; hold 1 if chosen
Download editable CSV ↓

Complete the replacement only with eligible funding

  1. Check request time, booking rule and incoming member identity.
  2. Confirm the incoming participant’s own eligible session source.
  3. Replace the named line and settle both old and new allocations together.

If funding is unresolved, retain the outgoing confirmed line unless the person separately cancels it.

Can M-S2 inherit P-S1’s held session because the place stays the same?

Show the worked answer

No. Place continuity does not change the personal package rule. M-S3 could use one of their two sessions if selected.

Record old and new participant IDs so attendance and messages follow the accepted replacement.

Related resources