Cancel Registration

Modules>Events > Registrants > Find, List , Query Registrants > Registrant Profile

Any portion of an event registration (main event, tracks, or sessions) can be canceled. You may also add an associated Cancellation Fee for each event, track, or session that a registrant cancels. The primary Cancellation Fee Price Attribute is the date.

NetForum creates credits when an individual attempts to register for an event that is already at maximum capacity. Once that credit is created, you can view the Credit Profile and navigate to the Event Profile from the credit profile.

Canceling an Event Registration or Guest

You can Cancel a registrant from the Events Registrant Profile.

To Cancel a Registrant from the Events Registrant Profile:

  1. Go to Modules>Events > Registrants > Find, List , Query Registrants > Registrant Profile.
  2. On the Events Registrant Profile page, click the Registrant Actions icon located on the Actions Bar to display the list of available actions.

    Click the cancel icon.

    This will open the Event Cancellation Wizard.

  3. Click the check boxes to select the Event, Tracks, or Sessions you wish to cancel.

    Note: When the main registrant is canceled, all associated guests are also canceled even if they are not specifically checked on the Event Cancellation Wizard form.

  4. Enter the date and reason (if available) for the cancellation.
  5. Select the auto refund? check box if you want to refund the entire amount of the registration.
  6. Select a Cancellation Fee (if applicable) and click total. The amount of the fee displays at the bottom of the page.
  7. Click the Next button.
  8. Enter the batch and po number.
  9. Click the Save button.

    The Individual's Events Registrant Profile page automatically displays.

    The cancel date defaults to the date on which you canceled the transaction and cancellation reason displays on the Individual's Events Registrant Profile page.

    Note: The Cancel Date and Cancellation Reason will only display on the registrant's profile information panel when all the line items on the Event Cancellation Wizard | Event Cancellation form are selected while cancelling an event.

    If you just cancel single line item, then the system sets its cancel date to current date. For example, if you cancel a session from the event cancellation wizard, then the Cancel Date for that Session will be today's/current date.

    The canceled registrant's information displays in the Events Profile under the Registrants tab on the canceled registrants child form.

    If your registrant had associated guests, then the guest registration is canceled as well. You will see the following evidence of the cancellation:

    • On the main registrant's individual profile under the cancellations child you see that his guest registration was canceled on the same date as his registration.
    • On the guest registrant profile a cancel date is also present.

Note: Keep in mind that you may not cancel a main registrant without all associated guest registrants being canceled as well. This remains true even if the guest registrant check boxes have not been selected for cancellation in the Event Cancellation Wizard. In subsequent Service Pack updates, the check boxes will be selected automatically once a main registrant has been selected.

Canceling Events that Share and Invoice

When you are canceling an event that has one invoice for multiple events, it is difficult to know what event to cancel because the events have the same invoice number. With new cross-reference functionality, you can tell which event to cancel by looking at the invoice detail record.