Click the Edit (pencil) icon to modify an event registration. This option is only available to administrators and event coordinators.
The following edit options are available. Note however that some of these options only appear for certain kinds of events.
Viewing Attachments
If the category of the event has any associated attachments, you'll see an attachments icon in the Maintain Column. For each member registrant you'll see both Pending and Approved attachments; attachments with an Expired status are not included. If the member does not have any uploaded attachments, or if the registrant is a non-member (and therefore has no attachments), clicking the icon displays a message noting there are no attachments to view.
When viewing Pending attachments, you'll have the same icons available to approve or decline the attachment as in Pending Attachment Approvals.
Attachment statuses within Events are calculated based on the date of the event, not the actual expiration date of the document. If a user's attachment expires December 1st and the event is scheduled for December 2nd, the attachment will appear as expired.
Manage RSVPs
In the grid listing RSVPs:
- Click the Edit link to edit an RSVP.
- Click the Profile link to jump to the member's profile screen.
- Click the Delete link to delete an RSVP.
- Click the Member RSVP button to add an RSVP for a member
- Click the Non-Member RSVP button to add an RSVP for a member.
- Click the Delete All Responses button to delete all responses.
Remove someone from the registration
Select the registrant to remove and click Remove. This person is removed from all activities for which he or she was registered.
Transaction and Payment Status
- If the registration was not paid, the pending transaction is adjusted to reflect the new balance. The individual transaction items for the removed person are also removed. The status remains as Not Paid.
- If the registration was paid, individual credits are issued for the cost of each activity for which this person was registered. The individual transaction items for the removed person stay in the transaction history, but the description is modified to indicate that these items were cancelled along with the date when this was done. The status remains as Paid.
- If the registration was partially paid, the outstanding balance is adjusted for each removed activity. The individual transaction items for the removed person stay in the transaction history, but the description is modified to indicate that these items were cancelled along with the date when this was done. If the removal leaves an outstanding balance, the status remains as Partially Paid. But if the removal exceeds the outstanding balance, the status is changed to Paid and a credit is issued for the difference.
This option is not available if the event registration has been partially paid. Unfortunately, it is not possible to retain the integrity of the transaction, payment, and bank data in this situation.
Instead, you can cancel the whole registration (generating available credits to be used later) and re-enter it. Or pay it completely and then modify it to remove the registrant.
Remove someone from an activity or item
Select the Registrant and the system will display a list of activities/items for which that person is signed up. Select one of them and click Remove. This person is removed from that activity or item only.
Transaction and Payment Status
- If the registration was not paid, the pending transaction is adjusted to reflect the new balance. The individual transaction item is also removed. The status remains as Not Paid.
- If the registration was paid, a credit is issued for the cost of the removed activity. The individual transaction item for the removed activity stays in the transaction history, but the description is modified to indicate that this item was cancelled along with the date when this was done. The status remains as Paid.
- If the registration was partially paid, the outstanding balance is adjusted for the removed activity. The individual transaction item for the removed activity stays in the transaction history, but the description is modified to indicate that this item was cancelled along with the date when this was done. If the removal leaves an outstanding balance, the status remains as Partially Paid. But if the removal exceeds the outstanding balance, the status is changed to Paid and a credit is issued for the difference.
Note: This option is not available if the event registration has been partially paid. Unfortunately, it is not possible to retain the integrity of the transaction, payment, and bank data in this situation. Instead, you can cancel the whole registration (generating available credits to be used later) and re-enter it. Or pay it completely and then modify it to remove the activity-registrant.
Note also that you cannot remove someone from an activity if it was the last activity selected for that person. If the registrant chose the wrong activity, add a new one to his or her registration before removing the wrong one.
Add someone to the registration
Click one of the links to add a member, non-member, or companion. For members and non-members, you will see a standard selector. For companions, you will be prompted to enter their first name, last name, email address and phone number.
The next step is to select a Registrant Type; you will only see registrant types appropriate for members, non-members, or companions. Then:
- For a single activity event with no fee or event-specific questions, click Complete Registration.
- For a single activity event with a fee but without event-specific questions, click Proceed to Payment to pay the difference from this addition.
- For a single activity event with event-specific questions but no fee, answer the questions then click Complete Registration.
- For a single activity event with a fee and event-specific questions, answer the questions then click Proceed to Payment to pay the difference.
- For a multi-activity event, you will see a list of activities appropriate for the type of person being registered (member, non-member or companion). Check the activities for which this person is signing up. Then follow the same instructions as above regarding fees and event-specific questions. Note that the list of questions to be answered may change dynamically depending on which activities are selected.
In the following example, a member has been added, a member registrant type selected, one out of two activities checked, and a question answered at the registrant level.
Transaction and Payment Status
In each case below, the existing registration is adjusted. New transaction items are also added to the existing transaction and the overall balance is adjusted. The new transaction items include the date that these items were added to the registration.
- If the registration was not paid, the status remains as Not Paid.
- If the registration was paid, the status is changed to Partially Paid.
- If the registration was partially paid, the status remains as Partially Paid.
Add someone to an activity or item
When you select an existing registrant, you will see a list of activities or items for which that person has not yet registered. Select one of them and, if a fee is owed, the screen will be updated. Also, if that activity or item has an event-specific question, it will be displayed.
Click Complete Registration if no fee was owed, or Proceed to Payment if there was a fee.
Transaction and Payment Status
In each case below, the existing registration is adjusted. A new transaction item is also added to the existing transaction and the overall balance is adjusted. The new transaction item includes the date that this item was added to the registration.
- If the registration was not paid, the status remains as Not Paid.
- If the registration was paid, the status is changed to Partially Paid.
- If the registration was partially paid, the status remains as Partially Paid.
Change a registrant’s name
Selecting this option displays a list of each registrant attached to the registration and allows you to edit their first and last names.
Click Save to complete the change or Cancel to return without saving.
Change the answer to a question
Select the question, then the member, and then the activity. If the question exists for that activity, a field will appear to change the answer. This field will be appropriate for the type of question. Click Save to save your change or Cancel to return without saving.
Change quantity of items ordered
Select an item and then a registrant. Enter the new number and click Save to save your change or Cancel to return without saving.
If an addition results in a higher registration fee for the event, the system will add a new event registration transaction or a new misc. charge (depending on the type of change) for the difference. If a removal results in a lower registration fee for the event, the system will create an open credit for that person’s account, which can be used against a future transaction, or reimbursed by the club and flagged as closed.