Manage Event Part IIb: View/Edit/Cancel Registration Online
- To allow users to request cancellation of an event registration online, you must have turned on the public profile log-in option in your system. If you are using our WordPress Plug-Ins, this setting is found in your WP admin panel. Navigate to the Fundly CRM plug-ins panel/dashboard, and on the General tab... If you are using Pages, this setting is at CRM: Main Menu: Website Integrations: Settings: Other: Disable Public Profiles.
- Your online users will only be able to request to cancel their event registration; a staff member at your organization will then have to manually complete the cancellation from inside your system.
- To cancel their event registration online, the user must first log in to a public profile by clicking on the Log-In button at the top of the page/in the main menu bar (Plug-Ins) / the lock icon on the right (Pages).
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- To log in with an existing public profile, the user should enter their public profile Username and Password and click Log In. If they signed up with social media, they should click either Login Using Facebook or Login Using Google and then enter their Facebook/Google username and password. If user does not have a public profile already, they will need to create one and then log in. For more information on creating a public profile, see this tutorial.
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- Once logged into their public profile, the user should click the drop down next to their user name (Plug-Ins)/the public profile icon (Pages) and select My Transactions from the dropdown menu (Plug-Ins)/from the pop up box/menu (Pages).
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- The user should then click the Event Registration tab.
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- Here the user will see a list of all their event registrations (active/future and past). They should then click the Cancel (Plug-Ins)/Trashcan (Pages) icon to the right of the registration they want to cancel.
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- A pop up box will appear asking the user to confirm they want to cancel the registration (same for Plug-ins and Pages)
- If the date of cancellation (today) is within the acceptable cancellation date range configured in your ticket settings within the CRM, a validation message will appear alerting the user that cancellation has been requested. The event registration will be notated with the “Cancellation Requested” text, and they will receive the following message: “Your cancellation request has been sent to admin. Please wait till admin processes the cancellation. Once cancellation will be processed, registration status will be updated." (if the cancellation date/today's date is not within the allowable cancellation window a message will appear telling the user that cancellation is not possible).
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- After a cancellation request has been sent to your office (an email notification will be sent to your system admin and an entry will also be added on the Registrations screen of Manage Event), your staff will need to log into your CRM and complete the cancellation. Navigate to the event in your system and click on Manage Attendees. Find the registration that needs to be cancelled. It will have “(Cancellation Requested)” next to the registrant name in red letters.
- Click the arrow next to the Edit button for the registration and select Cancel/Void Transaction. Please note: the registrant cannot request cancellation for a single ticket on the site. You must make sure ALL purchased tickets are cancelled. The easiest way to do this is to cancel the registration rather than each individual ticket. See this tutorial for more information on cancelling event registrations.
- Once your staff has processed the cancellation, the text will be updated to read “(Canceled)” in black letters.
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