Adjusting and cancelling event registrations

There are many instances in which a person will register for an event and then require adjustments to their registration. Staff users with On Behalf Of permissions can adjust or even cancel event registrations for registrants.

Adjusting or cancelling a registration

Do the following to adjust or cancel an event registration:

  1. Go to Events > Find registrations.
  2. Locate the registrant.
  3. Select View registration.

    4. Click the View registration link to open the members registration.

  4. Select Edit registration.

    5. Select Edit registration to make any edits to the registration.

  5. To adjust the registration:
    1. The registration option that the registrant is currently registered for is selected. If you are changing the registration option, choose the new registration option by clicking the correlating radio button.

      2. Click the radio buttons to select a registration option.

    2. If you are keeping the existing registration option and only need to edit the price, click the Price textbox for the registration option, enter the updated price, and click Update.

      3. Click the Price textbox for the registration option, enter a new price, and click update.

    3. If you are editing program items, scroll down to the Program section. Add or Remove the necessary program items.

      4. Use the Add and Remove options to customize the registration options.

    4. When you are finished making the necessary adjustments, click Proceed to Checkout.
    5. If the price adjustment is lower, the Cart displays the credits that are available after clicking Submit Order. If the price adjustment is higher, the Cart will prompt you to enter a payment method. If you have Pay Later enabled, you can enter a payment method later and still proceed with the adjustment.

      6. The price adjustments will display as credits, or prompt you to enter a new payment method, depending on the adjustment.

    6. Click Submit Order. The adjustment is not final until you click Submit Order in the Cart.

      7. Adjustments are not final until Submit Order is clicked.

    7. If the adjustment results in an open credit, the credit displays on the registrants account page. You can refund the credit or leave the credit for the user to use later.

      8. The credit displays on the registrants account page.

  6. To cancel the registration:
    1. Click Cancel Registration.

      2. To cancel a registration, go on-behalf-of the registrant, go to the event showcase, and click Cancel Registration.

    2. (optional) If there is a Cancellation fee defined, it will appear above the Undo Cancellation button. Staff users have the option to edit a Cancellation fee amount.

      3. The cancellation fee field displays above the Undo Cancellation button.

    3. Click the Cart icon.
    4. From the Cart, click Submit Order. The registration is cancelled after the cart is submitted. Cancelling the event registration automatically reverses the related invoice. If the registrant already paid the invoice, no open credit is applied to the registrant’s account.

Adjusting a registration from the invoice

An alternative way to adjust an event registration is directly from the invoice.

Note: To adjust an event registration directly from the invoice, you must be a system administrator or a staff users with Finance: 4 module-level authorization.

Do the following to adjust an event registration:

  1. Go to Finance > Invoices.
  2. Locate and open the invoice.
  3. Click Adjust Invoice.

    4. Note: If the registration has been cancelled, the Adjust Invoice button is not available. To re-register someone for an event, work on behalf of the registrant, then go to the event Showcase tab. See Registering for events.

  4. Select Adjust or cancel registration.

    5. Note: If you wish to adjust the Bill to contact for the registration, see Adjusting the Bill to contact for unpaid event invoices.

  5. Click Continue.

    6. Click continue after clicking Adjust invoice.

  6. You are taken on behalf of the registrant to the event’s Showcase tab.
  7. The registration option that the registrant is currently registered for is selected. If you are changing the registration option, choose the new registration option by clicking the correlating radio button.

    8. Select the radio button of the desired Registration Option.

  8. If you are keeping the existing registration option and only need to edit the price, click the Price textbox for the registration option, enter the updated price, and click Update.

    9. Click the Price textbox for the registration option, enter the updated price, and click Update.

  9. If you are editing program items, scroll down to the Program section. Add or Remove the necessary program items.

    10. Use the Remove and Add buttons to edit the registrants itinerary.

  10. When you are finished making the necessary adjustments, click Proceed to Checkout.
  11. If the price adjustment is lower, the Cart displays the credits that are available after clicking Submit Order. If the price adjustment is higher, the Cart will prompt you to enter a payment method. If you have Pay Later enabled, you can enter a payment method later and still proceed with the adjustment.

    12. Available credits after checkout are available on the shopping cart page.

  12. Click Submit Order. The adjustment is not final until you click Submit Order in the Cart.

    13. Click submit to finalize your order.

  13. If the adjustment results in an open credit, the credit displays on the registrants account page. You can refund the credit or leave the credit for the user to use later.

    14. Available credits display on the participation tab of member account pages.

Cancelling an event registration

Note: To adjust an event registration directly from the invoice, you must be a system administrator or a staff users with Finance: 4module-level authorization.

Do the following to cancel an event registration:

  1. Go to Finance > Invoices.
  2. Locate and open the invoice.
  3. Click Adjust Invoice.

    4. Note: If the registration has already been cancelled, the Adjust Invoice button is not available. To re-register someone for an event, work on behalf of the registrant, then go to the event Showcase tab. See Registering for events.

    Click adjust invoice.

  4. Click Continue.

    5. Click continue.

  5. You are taken on behalf of the registrant to the event’s Showcase tab.
  6. Click Cancel Registration.

    7. Click 'Cancel Members Registration'.

  7. (optional) If there is a Cancellation fee defined, it will appear above the Undo Cancellation button. Staff users have the option to edit a Cancellation fee amount.

    8. Staff users have the option to edit a cancellation fee amount.

  8. Click the Cart icon.

    9. Click the cart icon to go to the checkout cart.

  9. Click Submit Order.

    10. Click submit order to finalize the order.

  10. An Order confirmation is displayed, confirming the event registration cancellation. Cancelling the event registration automatically reverses the related invoice. If the registrant already paid the invoice, no open credit is applied to the registrant’s account.