Modifying Registrations in Classic

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You can modify an existing registration while your event is in any status, changing contact information, answers to questions, selected items, and payment information, or you can get your registrants do that work for you.

 
NOTE: If an invitee registered for the right item with the wrong registration type, you should instead change the price of that item in their record. Also, these instructions are for Classic events. If you’re creating a Flex event, reference this article instead.

Modifying Your Invitees' Registrations

1 Access the Invitees & Registrants page. Begin by selecting your Classic event. Hover over Invitee Management and, under Manage, click Invitees & Registrants.

Search for the registrant and click the appropriate name.


2 Modify the registration. Hover over Registration and click Modify Registration.


 
NOTE: If you want to update their contact record in the Address Book instead, hover over Actions and click Edit Contact Information.
 
If you've enabled registrants to bring guests, the Modify Registration page will open. From here you can add guests and quickly access key points in registration by clicking the links under the Modify column. Click Information to edit personal information or question responses. To change item or session selection, click Registration.

 
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If you haven't allowed guests, you will be brought directly to the Registrant Information page instead.

Change the admission item and add tracks, sessions, and optional items by clicking the boxes, radio buttons, or dropdowns beside their names. To remove a session, check the "Unregister" box.  

 
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To reduce the number of quantity items your registrant purchased, select how many you want removed from the Reduce Qty dropdown. To add more, enter the number of additional items in the Quantity field.

Click Next to advance through registration.
 
3 Adjust the amount due. Want to give the registrant a discount or change the price of an item? Modify the amount due in paid events by clicking Edit Amounts on the Submit Payment page.

 
NOTE: Don't see this section? Ask your administrator to give you full access to Manage Invitees in Admin > Users > User Roles > Events and check the "Manage Payments" box.

Enter a new amount in the Price field, and click Save.
 
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NOTE: Volume discounts do not apply when modifying registrations, as the threshold and criteria must be met all together with the original registration.

Select a payment method. Your choices include:
 
  • No Payment finalizes modification without processing a payment or refund.
  • Offline Payment records an offline payment immediately upon clicking Finish.
  • Online Payment processes a credit card transaction immediately upon clicking Finish. The payment will be recorded as an online payment, but the order will be considered an offline order, therefore, an automatic refund will not be triggered.
 
Check the box near the bottom to send an email confirming these modifications. Make your changes final by clicking Finish.

 
NOTE: If you replaced one item with another, two transactions will be generated, even if the items were the same price.

4 Record an offline refund, if necessary. If the amount due is less than the original price, the registrant's credit card on record will be automatically refunded. If the registrant did not pay online, you should still record the offline refund to ensure accurate reports.

After modifying a registration, you're taken to the Details tab of the registrant's record. Click the rightmost tab, Orders & Payments.

Hover over Actions and click Submit Refund.

Enter the amount that has been refunded and the date the transaction was made. Specify how the registrant was reimbursed with the Method dropdown.

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Once you're done, click Submit.


Allowing Invitees to Modify Their Own Registrations
1 Access the Registration Settings page. Begin by selecting your Classic event. Hover over Website & Registration and, under Registration, click Registration Settings. If you have multiple registration paths enabled, click the name of the path.

2 Turn on the appropriate modify option. Click Edit. Scroll down to the Basic Features section and ensure Enable is selected next to "Modify Registration." Don't want your invitees changing anything after a certain date? Enter a deadline for modification. Modifications will be allowed until that date, even if your event is in Closed status. If fees are associated to your event, choose if the invitee's refund should be the full amount or based on the refund policy when they switch admission items.

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Click Save.
 
3 Direct them to the right place, if necessary. Registrants will need to click the Already Registered? link on your website's Summary page, enter their email and confirmation number, then click Modify on the Confirmation page.
 
NOTE: You can also add the {[E-MODIFY REG LINK]} data tag to an email so registrants don't have to navigate to the Summary page.
 
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If you've allowed them to bring guests, the Modify Registration page will open. Invitees can add guests, click Information to edit personal information or question responses, or Registration to change item and session selection.
 
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If you haven't allowed guests, invitees will be brought directly to the Registrant Information page instead.

They'll click Next to advance through registration, making any necessary modifications. If any of their changes affect the amount due, they'll settle on the Submit Payment page, then click Finish.

They will then receive an automatic payment notification in their inbox.


 

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