You can change the registrant type for a registrant in back office using Change Registrant Type. Before changing the registrant type, Momentus recommends noting the functions for the registrant. After changing the registrant type, you should verify the function registration is as expected. See step 5 for more details.
- Select the Order Registrant tab from either the event or registration order.
- Select the registrant who needs the registrant type changed.
- Right-click and select Tools -> Change Registrant Type. The Change Registrant Type screen opens.
- Select the new registrant type from the Registrant Type drop-down.
- Click OK. You may receive a message that some options the registrant has registered for are not available for the new registrant type. For example, the original registrant type could register for a luncheon event exclusive to that registrant type. If you receive this message, click OK to confirm you want to proceed with the registrant type change and remove the items from the order. Click Cancel to end the change registrant type process.
- If there are custom fields attached to the new registrant type, a screen displays to enter the custom field information.
- Click OK. The registrant type change process is complete.
Comments
7 comments
Hi Samara,
Thanks for this. Great article to explain how to change a registrant type.
As the registrant has paid through a credit card with a surcharge to the order, how would you collect the payment after being added into the system?
Would you only collect the balance due amount to the paid amount without the surcharge, as the system does not allows us manually to add a credit card surcharge.
Example below:
Day Registration - $100
Credit Card Surcharge @2.5% - $2.5
Total Amount Paid = $ 102.50
--------------------------------------------
After changing the registration type from Day Registration to Full Registration
Full Registration - $200
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Total Amount paid after changing registrant type should be Amount Due minus Amount Paid
= 200 - 102.50 = $97.5
Please let me know if this is what you meant as per step 6&7.
As we have configured credit card surcharge for our registration, you wont be able to add cc surcharge manually.
Thanks
0 upvotes
There is no change registrant type as an option under Tools. We are on V20.90
0 upvotes
Hi Deborah,
I suspect you may be attempting to locate the Change Registrant Type option from the wrong location. I've verified the option is present in your database and that you have the correct access rights. Please make sure you are utilizing the Tools menu associated with the Registrant (e.g., clicked Registrants on Global Navigation Bar, or Registrants tab within an event), and not on the Registration Order or another related window.
If using the Registrant window and you are still unable to locate the option, please enter a Client Care case.
Regards,
Sam
0 upvotes
We are on the latest version. 20.93. Clicking on the registrant's tab- nothing appears. the view is selected for the last 30 days. How can view change without popping out the window?
0 upvotes
Hello Danny,
Changing the views within a tab requires expanding/popping out the window. This is currently necessary in order to display the general and advanced search sections required to configure the view.
Regards,
Sam
0 upvotes
We have used this functionality however then realized that the registrant is not able to edit their order if they login in via the registration link. Do you have a way to resolve this?
1 upvotes
Hi Maryann,
What version are you in? Does the new reg type exist on the configuration the user was logging into? If so, the user should be able to edit their order without issue. If you are getting an error when attempting to edit the order please open a ticket with Client Care so we can investigate and get it addressed.
Thanks,
Mike
0 upvotes
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