On the Portal, customers have the option to edit and/or cancel their Meeting Registrations using an Edit Meeting Registration Wizard. This article outlines the Portal side of the Edit Meeting Registration Wizard
(For more information on the Portal side, please read the Edit Meeting Registration Wizard article.)
1. The Registrant should log into the Portal, and select My Meetings under the Events tab
4. There will be several options available to the member at this point.
4.1. If the Update Badge button is selected
Note: To change the read-only fields, the Registrant must update the profile using the provided link. Once the Badge has been updated, click Save or Cancel.
4.2. If the Register More Attendees button is selected
Clicking the Add Attendee button will start the process of adding a new Attendee to this Registration. When finished adding Attendees, click the Submit Registration button.
Note: This process is exactly the same at this point as completing a Group Registration. It allows you to add others to the Registration, in case you missed someone or have someone joining later.
4.3. If the Edit link is selected
4.3.1. From the Edit Meeting Registration Page, the Registrant can Add Activities, update information for Attendees or Guests, or Register New Guests
- Select Add Activities or Update Information to add activities or change Registration information
- Select Remove to cancel
- If applicable, you can also select Register Guests
Note: The Action Taken column will update, as will the Balance amounts depending on what you do. You can confirm all updates, cancellations, and additions are correct before clicking Submit. The Meeting Registrant is the first tab, but if there are Guests related to the registration you will see additional tabs for the guests that will allow you to edit that information too.
4.3.2. You will see a summary page of changes to your original order. Click Submit to confirm.
Note: The Order Summary will show either the Amount Owed, the Amount Paid, the Amount to be Refunded, or no change at all (depending on your edits to the Meeting Registrations). You can also choose to apply Coupons at this stage, if there are any that are applicable.
4.4. If the Cancel Registration link is selected
This link takes the Registrant to the Order Summary page. To cancel the Registration, select Submit Cancelation. Once the Registrant selects this, the system will cancel the Registration Record and process a Refund. The order summary will display once this is completed.