Editing a Registration

When you need to make a change to an Event Registration, you can click on the Registration's Name or the Edit button from the Registrations tab, or the Edit button from the Attendees tab. The registration and the corresponding invoice will be updated based on the changes you make. Click the links below to jump to each type of edit.

Edit_Attendees.jpg

Change Registration Contact Information
Assign a Registration to an Existing Profile
Create a Profile From a Registration
Edit or Replace an Attendee
Change the quantity purchased or add/remove an additional event item
Switch to a Member price (or Non-Member Price) for a registration

Change Registration Contact Information

  • On the Registrations tab, click the Edit button on the registration.
  • Type any changes to the fields available in the Registration Contact info tab, and click Save.

Assign a Registration to an Existing Profile

  • On the Registrations tab, click the Edit button on the registration.
  • Click in the Profile Lookup box and begin typing a profile name (if there was already a profile selected and you want to change it, click the  to clear the field)
  • Matches will begin displaying as a dropdown from the search field. Select the profile you would like to assign to the registration.
  • A button will appear underneath the search box:

    If you would like to overwrite the values entered into the registration with the values from the profile, click this button. If you do not, the registration will be saved tied to the new profile but with the original values entered into all registration contact fields.
  • Click Save.

Create a Profile from a Registration

  • On the Registrations tab, click the Edit button on the registration.
  • On the Registration Contact tab, check the Create New Profile checkbox.


  • If you would like to create profiles for any attendees, click on the attendee's name from the left menu, and check Create New Profile for each individual you would like to create as a profile.


  • Click Save. The registration will be set with the new profile's ID and the invoice (if one exists) will be moved to the newly created profile.

Edit or Replace an Attendee

  • On the Attendees tab, click the Edit button in the attendee's row. You can begin typing the first or last name of a specific attendee into the search box and click the search icon to quickly find the specific attendee you are looking for.
  • Note that you can also click Edit on any registration in the Registrations tab to edit any attendees within that registration.
  • Each attendee within the registration is listed on the left side of the Edit screen, and you can either scroll or click on any attendee name to edit that attendee.
  • Click in any of the attendee fields to enter changes to any of the values (phone numbers, custom field values, etc.)
  • To delete an attendee, click the red Remove Attendee button. 
  • To add a new attendee (if any are available based on the quantity/items selected), click the New Attendee button. The attendees will appear as "Attendee #1" etc. until you enter a first and last name for the attendee.
  • If a registration has more than one Event Item available, you can change which Event Item(s) each attendee is assigned to by checking the checkboxes to the right of each attendee. Be sure you have at least one item selected for each attendee. You can assign each attendee to more than one Event Item also, if applicable.


  • Once all changes have been made, click Save.

Change the quantity purchased or add/remove an additional event item

  • If you would like to change the quantity and/or items in the Registration, you can do so on the Select Items tab of the Registration. Note that changes to Event Items with a cost associated with them will result in a new invoice being created for the Registration.**
  • On the Registrations tab, click Edit on the registration, then click to the Select Items tab.
  • Decrease and/or Increase the Quantity on each item as needed.
  • Click to the Attendees tab and re-assign or add any attendees as appropriate based on the new Event Items/quantities.
  • On the Payment Info tab, select an Invoice Adjustment Type. If the registration had already been paid, you will also select a Payment Adjustment Type. These will be used to write off the original invoice, and then a new invoice for the new Event Items/quantities will be created.
  • NOTE: If payment had already been applied to the registration, that payment will be moved to apply to the new invoice. If the original payment was higher than the new total, an Unapplied Payment will be created, or you can choose to refund the difference for Credit Card payments.
  • Click Save. The registration will be updated and linked to the new invoice.

Switch to a Member price (or Non-Member Price) for a registration

  • If a Registration received the Non-Member price and you would like to adjust the registration to receive the Member price, you can do so by either assigning the registration to a Member profile, or using the "Force Member Pricing" option on Select Items.
  • On the Registrations tab, click Edit on the registration.
  • To assign the registration to a member profile, click in the Profile Lookup field on the Registration Contact tab and search for a member profile, then select them from the results. The member pricing item will update to use the member price.
  • If the profile for the registration is not a member, but you would like to use the member price, click to the Select Items tab and check the Force Member Pricing checkbox.
  • On the Payment Info tab, select an Invoice Adjustment Type. If the registration had already been paid, you will also select a Payment Adjustment Type. These will be used to write off the original invoice, and then a new invoice for the new Member pricing amount will be created.**
  • NOTE: If payment had already been applied to the registration, that payment will be moved to apply to the new invoice. An Unapplied Payment will be created for the overpayment amount, or you can choose to refund the difference for Credit Card payments.
  • Click Save. The registration will be updated and linked to the new invoice.

 

 ** If you prefer NOT to handle the revenue-related changes to the registration automatically, you can check "Do Not Modify Invoice and Payments" and the registration will be saved without modifying the original invoice/payment at all. 

 

Click here to see an Events Training FAQ page

 

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