How to remove an attendee from a conference (cancel registration)

Follow the steps below to remove an attendee from a conference.

  1. In the Conference administrator, go to the requested conference 

    Screen_Shot_2013-08-27_at_11.53.51_AM.png
  2. Under "Billing and Registration" click on "Registered Attendees"
    Screen_Shot_2013-08-27_at_11.54.58_AM.png
  3. Find the local / council / district the attendee is registered. 
    Screen_Shot_2013-08-27_at_11.59.49_AM.png

  4. IF ALL ATTENDEES NEED TO BE REMOVED AND NO PAYMENTS HAVE BEEN MADE, CONTINUE BELOW, otherwise, skip to step 7.
  5. To remove an entire registration without payments, locate the registration to be removed, and click the "Delete" link. (The link will not be available if there are payments associated with the registration).
    Screen_Shot_2013-08-27_at_12.32.39_PM.png
  6. You are done, skip to step 23
  7. Find the local / council / district the attendee is registered under and click on "edit". 
    Screen Shot 2013-08-27 at 11.59.49 AM.png
  8. In the "Comments" text box, enter the description of the action being taken
    Screen_Shot_2013-08-27_at_12.02.36_PM.png
  9. Click on "Save Changes" under the comment box
    Screen Shot 2013-08-27 at 12.02.36 PM.png
  10. FOR CREDIT CARD PAYMENTS ONLY! For check refunds, skip to step 15
  11. Scroll down to the "Payments" Section and locate the credit card payment. Click on the "Refund" link next to the payment under the "Actions" column.
    Screen_Shot_2013-08-27_at_12.07.34_PM.png
  12. In the refund screen, locate the field labeled "Amount to Refund" and enter the amount to be refunded to the original credit card ONLY USE NUMBERS AND/OR DECIMAL POINT. NO COMMAS, DOLLAR SIGNS OR ANY OTHER FORM OF TEXT. The amount must be equal or less than the original amount. 
    Screen_Shot_2013-08-27_at_12.08.24_PM.png
  13. Click the "Refund" button.
    Screen_Shot_2013-08-27_at_12.14.12_PM.png
  14. Send an email to Finance notifying them of the refund you have issued.
  15. FOR CHECK TRANSACTIONS ONLY! If the refund is complete, or the attendee did not make a payment, continue to step 20
  16. Send an email to Finance requesting them to issue a refund check to the registrant.
  17. Wait for finance to confirm the check has been issued.
  18. Scroll down to the "Record New Payment" Section and enter the refund information provided by Finance. Under "Payment Method", select "Other Credit (Refund by check). And enter the amount in positive numbers (no minus signs or dollar signs)
  19. Click "Record New Payment"
    Screen_Shot_2013-08-27_at_12.19.45_PM.png
  20. Locate the "Manage Attendees" Section, and locate the attendee to be removed.
  21. Click on the "Remove" link under the name of the attendee you wish to remove.
    Screen_Shot_2013-08-27_at_12.21.38_PM.png
  22. Repeat Steps 1 through 21 for any additional attendees you wish to remove.
  23. You are done.

 

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