Member PortalJourneys
UJ-M-010: Transfer or Gift a Ticket
Member transfers their event ticket to another person
Journey Overview
| Attribute | Value |
|---|---|
| Journey ID | UJ-M-010 |
| Actor | Ticket holder |
| Goal | Transfer ticket ownership to another person |
| Trigger | Member cannot attend and wants to give ticket to someone else |
| Outcome | New recipient has valid ticket for the event |
Preconditions
- Member has a valid ticket for an upcoming event
- Event allows ticket transfers (configurable)
- Transfer deadline has not passed
- Ticket has not been used (checked in)
Journey Flow
flowchart TD
A[Access My Tickets] --> B[Select ticket to transfer]
B --> C{Transfer allowed?}
C -->|No| D[Show restriction message]
C -->|Yes| E[Click Transfer Ticket]
E --> F[Enter recipient details]
F --> G[Confirm transfer]
G --> H[Original ticket voided]
H --> I[New ticket generated]
I --> J[Recipient notified]
J --> K[Transfer complete]
Detailed Steps
- Access My Tickets
Member navigates to My Tickets section:
- View list of upcoming event tickets
- Identify ticket to transfer
- Check transfer eligibility
- Check Transfer Eligibility
System validates transfer is allowed:
Check Requirement Event allows transfers Configured by organizer Transfer deadline Before event or cutoff date Ticket not used Not checked in Not already transferred Original holder only Transfer limit Within allowed number - Enter Recipient Details
Member provides new ticket holder information:
Field Required Notes Recipient Email Yes New ticket sent here Recipient First Name Yes For new ticket Recipient Last Name Yes For new ticket Recipient Phone Configurable For event communications Personal Message No Included in notification Validation:
- Valid email format
- Cannot transfer to self
- Recipient may need to be a member (if member-only event)
- Review and Confirm
Transfer summary displayed:
┌─────────────────────────────────────────────┐ │ Transfer Ticket │ ├─────────────────────────────────────────────┤ │ Event: Annual Conference 2025 │ │ Ticket: Member Pass │ │ │ │ From: John Smith (you) │ │ To: Jane Doe (jane@email.com) │ │ │ │ ⚠️ This action cannot be undone. │ │ Your ticket will be cancelled. │ │ │ │ [Cancel] [Confirm Transfer] │ └─────────────────────────────────────────────┘Member must acknowledge:
- Transfer is permanent
- Original ticket will be voided
- They will lose access to the event
- Process Transfer
System processes transfer:
- Original ticket marked as "Transferred"
- Original QR code invalidated
- New ticket record created for recipient
- New QR code generated
- Audit trail recorded
- Notifications Sent
To Original Holder:
- Confirmation of transfer
- Receipt for records
- Note that they can no longer attend
To Recipient:
- Welcome message with event details
- New ticket with QR code
- Registration instructions (if account needed)
- Calendar invite
Transfer Restrictions
Organizations can configure:
| Setting | Options |
|---|---|
| Transfers allowed | Yes/No |
| Transfer deadline | X days before event |
| Transfer fee | None, fixed, or percentage |
| Max transfers per ticket | 1, 2, unlimited |
| Recipient must be member | Yes/No |
| Requires approval | Yes/No |
Transfer Types
Standard Transfer
- Ownership changes completely
- Original holder loses all access
- Recipient becomes new owner
Name Change Only
- Original holder remains owner
- Attendee name updated for check-in
- May have different approval process
Gift Ticket
- Same as transfer but framed as gift
- Personal message option
- Gift-themed notification
Non-Member Recipients
If event allows non-member recipients:
- Recipient receives ticket without account
- Can access ticket via emailed link
- Prompted to create account (optional)
- No portal access for ticket management
If event requires membership:
- Recipient must be existing member, OR
- Recipient must register as member first
- Transfer fails if recipient ineligible
Transfer Fees
If transfer fee configured:
┌─────────────────────────────────────────────┐
│ Transfer Fee │
├─────────────────────────────────────────────┤
│ A transfer fee applies to this ticket. │
│ │
│ Transfer Fee: $15.00 │
│ │
│ Payment Method: [•••• 4242] │
│ │
│ [Pay and Transfer] │
└─────────────────────────────────────────────┘
Related Entities
Related Journeys
Acceptance Criteria
Frontend
- Transfer button on eligible tickets
- Recipient details form
- Transfer confirmation modal
- Disabled state for ineligible tickets
- Error messages for validation failures
- Success confirmation page
- Transfer history visible
Backend
-
POST /api/tickets/{id}/transfer- Initiate transfer -
GET /api/tickets/{id}/transfer-eligibility- Check eligibility - Original ticket invalidation
- New ticket generation
- Email notifications (both parties)
Permissions
- Only ticket owner can transfer
- Admin can transfer on behalf (support)
Business Rules
- Transfer deadline enforced
- Transfer limits tracked
- Fee charged if configured
- Audit trail maintained
- Member-only events validate recipient
Error Handling
- Clear message if transfers not allowed
- Deadline passed notification
- Recipient validation errors
- Payment failure handling (if fee)