- Go to Tasks > Manage Registrants…
- Use the “Quick Search” field to quickly find the registrant you are looking for. You can search by first name, last name, reference number or email.
- Select the registrant you wish to modify and click “View”
- This will open the Registrant Details Tab. All registrants personal data is recorded here and can be modified. Click on the Registrations Tab.
- This tab shows all the current events that the registrant is enrolled in. Click on the “Edit Registrations” button to edit.
- From the next view, you can add new events. To show all the available events, click on the “Add Events” button.
- From the events list that showed up below, select the event you wish to add. The selected events will be added to the top list with green color. Once the selection is done, click on the “Save and Process Financial Consequences”.
- On the next page, it will list the new event that will be added. You can modify the payment amount and payment type (note that the payment amounts here are the event cost. No early bird will be applied). Click on “Review” when finished.
- This page will allow you to review all your changes to ensure the correct events and amounts of money are being exchanged. Also, the description can be modified as you like. Click “Process” to confirm these changes.
- Once the transaction has been processed, the confirmation page will load showing the breakdown. It is recommended that you send the client an updated receipt with the new changes. This can be done by clicking the blue reference number link that opens a new window of the receipt. Click on the third “here” near the top to email the official receipt. The email field is pre-populated with the clients email, and a custom message can be created for the email. Send the email to send the updated, official receipt.
