Registrants may change sessions with another registrant, regardless of whether payment has been made.
Payment Has Not Been Received:
If payment has not been received, simply register the attendee/function to the desired session and cancel the session he or she no longer wishes to attend.
To cancel the session/function simply hover over the session (in the registration order items window) and select ‘tools’ and then ‘cancel item’. You have the option to mark the item to be deleted but for reporting and analysis purposes it is a best practice to cancel an item instead of deleting. Canceling will allow for report generation.
Also, if you have configured cancellation fees that will be an option to select from when canceling the item (typically the options are cancel with fees and cancel without fees).
Payment Has Been Received:
If payment has already been received follow the below steps to switch sessions/functions:
- Register the attendee for the new session (make note of the new order number because you will need it for the next step).
- Find the original order and in the payment tab hover over the payment, select ‘tools’ and then ‘move payment’. You are only able to move payments for orders that have the same bill-to account and you can see who the bill-to account is by editing the order.
- Once the ‘move payment’ window opens type in the new order number so that the original payment can go to the new order number. The bill-to person needs to be the same in the original order and the new one so that the payment can be moved.
- If you go back to the ‘registration orders’ window and show columns for ‘order’ and payments’ you will see be able to see that the payment was moved to the new order.
- The last step is to go back to the original order and cancel it (after the payment was moved to the new order). To confirm that the original order was cancelled, show columns for ‘order status’.
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