Substitutions

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.