Topic 3, Article / Instruction 5
In Progress

Substitutions

Topic Progress
0% Complete

Are you allowing attendees to substitute their registration with that for a colleague?

Here is what we suggest that this process should look like:

  • Create a one time invitation code that allows the new attendee to register for free.
  • Pass that invitation code on to the person who wants to be substituted.
  • Let the substitute register and use the code to bypass the payment process.
  • Once the substitute is registered at an entry on the account of the new attendee to charge the fees. Select the option that the fees were NOT already paid.
  • Add a second entry to the same account for a payment by cash. Reference the registration of the cancelled person by writing ‘Transferred from registration John Doe R123456’.
  • Cancel the registration of the first attendee. Enter an entry in that account that credits the conference fees that were paid. Add a second entry that issues a cash refund and enter ‘Payment was transferred to James New R23456 due to substitution’ in the description.
  • All done.