At times you may need to change the pass of an attendee that has already registered. After changing the pass the customer might have a charge that is outstanding or credited to their account. In the former scenario they will be notified to pay the outstanding amount and in the latter you can issue a refund.
How to change an attendee’s pass
Click the Registration tab and then select the Attendees menu item. Locate the attendee by searching by name or browsing the list. Click the name to view that person’s attendee profile and click the “Change Pass(es)” button on the top right-hand corner of the screen.
On the Change Pass Screen you are able to:
- Step 1: Apply a Registration Code. Do this if you want a specific Pricing Group to be applied.
- Step 2: Select the correct pricing “Milestone” if you have different pricing periods.
- Step 3: Select a Primary Pass.
- Step 4: Select or remove Add-On Passes.
On the right side of the screen you are able to see:
- A summary of the price adjustments.
- If the balance after the pass change is positive, negative, or zero.
- Which Pass(es) were originally selected.
- Which Pass(es) are currently selected.
To complete the update click the “Change” button and attendee’s registration will be updated. Whenever you change an attendee’s Pass(es) an email will be sent to them, informing them of the update.
Settle refund/outstanding payment
As mentioned above, an updated invoice will be sent to the attendee when Pass(es) are changed. If there is now an outstanding payment to be made the attendee can pay this by signing into their Attendee Profile and paying it via one of your accepted Payment Methods.
If you are refunding an attendee, you can do so from the “Billing” tab on their Attendee Profile. If the payment was done with credit card, you will see a “Refund” button next to each transaction that was made.
When you click the “Refund” button you are redirected to a page where you are able to enter the amount you want to refund. You will be asked to confirm the amount. The maximum amount that you are able to refund is what was paid in that transaction.
Changing Pass(es) for Multiple Attendee registrations
When an event manager changes a Primary or Add-On Pass for any attendee that was registered with the Multiple Attendee feature, the outstanding or credited amount will be applied to the invoice-holder’s account.