Modifying Registrations in Flex

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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 Flex events. If you’re creating a Classic event, reference this article instead.

Modifying Your Invitees' Registrations in Flex Events

1 Access the Invitees & Registrants page. Begin by selecting your 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.


 You will be brought directly to the first page of registration.


Change the admission item and sessions by clicking Selected underneath their names to remove them from registration, or Select to add the item to registration.
 
User-added image

Click Next to advance through registration.

Or, modify a travel request, if necessary. If the registrant submitted a hotel request that needs to be modified, you can do that here as well. Just click Edit on the hotel request widget to make any changes.

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 Prices 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 Prices.
 
User-added image

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

Click Submit.

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.

Allowing Invitees to Modify Their Own Registrations

1 Access the Confirmation page. Begin by selecting your event. Hover over Website & Registration and, under Registration, click Registration Process.

If you have multiple registration paths enabled, click the name of the path from the dropdown. To the right of Confirmation, click Customize.

2 Add the Modify Registration widget to the canvas. To the right of the canvas, drag and drop Modify Registration onto the canvas. 


Additional options will appear to the right. If necessary, change the button text. 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.

 

User-added image

Click Save to preserve a draft and continue editing, or Publish to make these changes available to invitees.

3 Direct them to the right place. Registrants will need to click the Already Registered? link on your website's Summary page, enter their email and confirmation number, then click Modify Registration on the Confirmation page.
Hover over Website & Registration and, under Registration, click Registration Process.

If you have multiple registration paths enabled, click the name of the path from the dropdown. To the right of Confirmation, click Customize.

Hover over the Log Out button at the top of the canvas, then click Default Header and Footer in the top-left of the widget.
 

User-added image


On the canvas, click on the Register Now button and additional options will appear to the right. Scroll down and toggle "Display Already Registered link" to green.
 

User-added image

Click Save to preserve a draft and continue editing, or Publish to make these changes available to invitees.

4 Modifying registration. After clicking the Already Registered? link on your website's Summary page, registrants will need to enter their confirmation number and click Modify Registration on the Confirmation page.

 
User-added image


Invitees will be brought directly to the first page of registration.

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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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 Flex events. If you’re creating a Classic event, reference this article instead.

Modifying Your Invitees' Registrations in Flex Events

1 Access the Invitees & Registrants page. Begin by selecting your 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.


 You will be brought directly to the first page of registration.


Change the admission item and sessions by clicking Selected underneath their names to remove them from registration, or Select to add the item to registration.
 
User-added image

Click Next to advance through registration.

Or, modify a travel request, if necessary. If the registrant submitted a hotel request that needs to be modified, you can do that here as well. Just click Edit on the hotel request widget to make any changes.

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 Prices 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 Prices.
 
User-added image

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

Click Submit.

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.

Allowing Invitees to Modify Their Own Registrations

1 Access the Confirmation page. Begin by selecting your event. Hover over Website & Registration and, under Registration, click Registration Process.

If you have multiple registration paths enabled, click the name of the path from the dropdown. To the right of Confirmation, click Customize.

2 Add the Modify Registration widget to the canvas. To the right of the canvas, drag and drop Modify Registration onto the canvas. 


Additional options will appear to the right. If necessary, change the button text. 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.

 

User-added image

Click Save to preserve a draft and continue editing, or Publish to make these changes available to invitees.

3 Direct them to the right place. Registrants will need to click the Already Registered? link on your website's Summary page, enter their email and confirmation number, then click Modify Registration on the Confirmation page.
Hover over Website & Registration and, under Registration, click Registration Process.

If you have multiple registration paths enabled, click the name of the path from the dropdown. To the right of Confirmation, click Customize.

Hover over the Log Out button at the top of the canvas, then click Default Header and Footer in the top-left of the widget.
 

User-added image


On the canvas, click on the Register Now button and additional options will appear to the right. Scroll down and toggle "Display Already Registered link" to green.
 

User-added image

Click Save to preserve a draft and continue editing, or Publish to make these changes available to invitees.

4 Modifying registration. After clicking the Already Registered? link on your website's Summary page, registrants will need to enter their confirmation number and click Modify Registration on the Confirmation page.

 
User-added image


Invitees will be brought directly to the first page of registration.

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.

 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
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  • 5

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 Flex events. If you’re creating a Classic event, reference this article instead.

Modifying Your Invitees' Registrations in Flex Events

1 Access the Invitees & Registrants page. Begin by selecting your 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.


 You will be brought directly to the first page of registration.


Change the admission item and sessions by clicking Selected underneath their names to remove them from registration, or Select to add the item to registration.
 
User-added image

Click Next to advance through registration.

Or, modify a travel request, if necessary. If the registrant submitted a hotel request that needs to be modified, you can do that here as well. Just click Edit on the hotel request widget to make any changes.

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 Prices 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 Prices.
 
User-added image

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

Click Submit.

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.

Allowing Invitees to Modify Their Own Registrations

1 Access the Confirmation page. Begin by selecting your event. Hover over Website & Registration and, under Registration, click Registration Process.

If you have multiple registration paths enabled, click the name of the path from the dropdown. To the right of Confirmation, click Customize.

2 Add the Modify Registration widget to the canvas. To the right of the canvas, drag and drop Modify Registration onto the canvas. 


Additional options will appear to the right. If necessary, change the button text. 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.

 

User-added image

Click Save to preserve a draft and continue editing, or Publish to make these changes available to invitees.

3 Direct them to the right place. Registrants will need to click the Already Registered? link on your website's Summary page, enter their email and confirmation number, then click Modify Registration on the Confirmation page.
Hover over Website & Registration and, under Registration, click Registration Process.

If you have multiple registration paths enabled, click the name of the path from the dropdown. To the right of Confirmation, click Customize.

Hover over the Log Out button at the top of the canvas, then click Default Header and Footer in the top-left of the widget.
 

User-added image


On the canvas, click on the Register Now button and additional options will appear to the right. Scroll down and toggle "Display Already Registered link" to green.
 

User-added image

Click Save to preserve a draft and continue editing, or Publish to make these changes available to invitees.

4 Modifying registration. After clicking the Already Registered? link on your website's Summary page, registrants will need to enter their confirmation number and click Modify Registration on the Confirmation page.

 
User-added image


Invitees will be brought directly to the first page of registration.

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.

 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

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 Flex events. If you’re creating a Classic event, reference this article instead.

Modifying Your Invitees' Registrations in Flex Events

1 Access the Invitees & Registrants page. Begin by selecting your 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.


 You will be brought directly to the first page of registration.


Change the admission item and sessions by clicking Selected underneath their names to remove them from registration, or Select to add the item to registration.
 
User-added image

Click Next to advance through registration.

Or, modify a travel request, if necessary. If the registrant submitted a hotel request that needs to be modified, you can do that here as well. Just click Edit on the hotel request widget to make any changes.

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 Prices 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 Prices.
 
User-added image

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

Click Submit.

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.

Allowing Invitees to Modify Their Own Registrations

1 Access the Confirmation page. Begin by selecting your event. Hover over Website & Registration and, under Registration, click Registration Process.

If you have multiple registration paths enabled, click the name of the path from the dropdown. To the right of Confirmation, click Customize.

2 Add the Modify Registration widget to the canvas. To the right of the canvas, drag and drop Modify Registration onto the canvas. 


Additional options will appear to the right. If necessary, change the button text. 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.

 

User-added image

Click Save to preserve a draft and continue editing, or Publish to make these changes available to invitees.

3 Direct them to the right place. Registrants will need to click the Already Registered? link on your website's Summary page, enter their email and confirmation number, then click Modify Registration on the Confirmation page.
Hover over Website & Registration and, under Registration, click Registration Process.

If you have multiple registration paths enabled, click the name of the path from the dropdown. To the right of Confirmation, click Customize.

Hover over the Log Out button at the top of the canvas, then click Default Header and Footer in the top-left of the widget.
 

User-added image


On the canvas, click on the Register Now button and additional options will appear to the right. Scroll down and toggle "Display Already Registered link" to green.
 

User-added image

Click Save to preserve a draft and continue editing, or Publish to make these changes available to invitees.

4 Modifying registration. After clicking the Already Registered? link on your website's Summary page, registrants will need to enter their confirmation number and click Modify Registration on the Confirmation page.

 
User-added image


Invitees will be brought directly to the first page of registration.

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.

 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

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 Flex events. If you’re creating a Classic event, reference this article instead.

Modifying Your Invitees' Registrations in Flex Events

1 Access the Invitees & Registrants page. Begin by selecting your 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.


 You will be brought directly to the first page of registration.


Change the admission item and sessions by clicking Selected underneath their names to remove them from registration, or Select to add the item to registration.
 
User-added image

Click Next to advance through registration.

Or, modify a travel request, if necessary. If the registrant submitted a hotel request that needs to be modified, you can do that here as well. Just click Edit on the hotel request widget to make any changes.

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 Prices 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 Prices.
 
User-added image

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

Click Submit.

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.

Allowing Invitees to Modify Their Own Registrations

1 Access the Confirmation page. Begin by selecting your event. Hover over Website & Registration and, under Registration, click Registration Process.

If you have multiple registration paths enabled, click the name of the path from the dropdown. To the right of Confirmation, click Customize.

2 Add the Modify Registration widget to the canvas. To the right of the canvas, drag and drop Modify Registration onto the canvas. 


Additional options will appear to the right. If necessary, change the button text. 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.

 

User-added image

Click Save to preserve a draft and continue editing, or Publish to make these changes available to invitees.

3 Direct them to the right place. Registrants will need to click the Already Registered? link on your website's Summary page, enter their email and confirmation number, then click Modify Registration on the Confirmation page.
Hover over Website & Registration and, under Registration, click Registration Process.

If you have multiple registration paths enabled, click the name of the path from the dropdown. To the right of Confirmation, click Customize.

Hover over the Log Out button at the top of the canvas, then click Default Header and Footer in the top-left of the widget.
 

User-added image


On the canvas, click on the Register Now button and additional options will appear to the right. Scroll down and toggle "Display Already Registered link" to green.
 

User-added image

Click Save to preserve a draft and continue editing, or Publish to make these changes available to invitees.

4 Modifying registration. After clicking the Already Registered? link on your website's Summary page, registrants will need to enter their confirmation number and click Modify Registration on the Confirmation page.

 
User-added image


Invitees will be brought directly to the first page of registration.

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.

 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
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Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

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 Flex events. If you’re creating a Classic event, reference this article instead.

Modifying Your Invitees' Registrations in Flex Events

1 Access the Invitees & Registrants page. Begin by selecting your 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.


 You will be brought directly to the first page of registration.


Change the admission item and sessions by clicking Selected underneath their names to remove them from registration, or Select to add the item to registration.
 
User-added image

Click Next to advance through registration.

Or, modify a travel request, if necessary. If the registrant submitted a hotel request that needs to be modified, you can do that here as well. Just click Edit on the hotel request widget to make any changes.

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 Prices 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 Prices.
 
User-added image

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

Click Submit.

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.

Allowing Invitees to Modify Their Own Registrations

1 Access the Confirmation page. Begin by selecting your event. Hover over Website & Registration and, under Registration, click Registration Process.

If you have multiple registration paths enabled, click the name of the path from the dropdown. To the right of Confirmation, click Customize.

2 Add the Modify Registration widget to the canvas. To the right of the canvas, drag and drop Modify Registration onto the canvas. 


Additional options will appear to the right. If necessary, change the button text. 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.

 

User-added image

Click Save to preserve a draft and continue editing, or Publish to make these changes available to invitees.

3 Direct them to the right place. Registrants will need to click the Already Registered? link on your website's Summary page, enter their email and confirmation number, then click Modify Registration on the Confirmation page.
Hover over Website & Registration and, under Registration, click Registration Process.

If you have multiple registration paths enabled, click the name of the path from the dropdown. To the right of Confirmation, click Customize.

Hover over the Log Out button at the top of the canvas, then click Default Header and Footer in the top-left of the widget.
 

User-added image


On the canvas, click on the Register Now button and additional options will appear to the right. Scroll down and toggle "Display Already Registered link" to green.
 

User-added image

Click Save to preserve a draft and continue editing, or Publish to make these changes available to invitees.

4 Modifying registration. After clicking the Already Registered? link on your website's Summary page, registrants will need to enter their confirmation number and click Modify Registration on the Confirmation page.

 
User-added image


Invitees will be brought directly to the first page of registration.

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.

 

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.