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titleJump to Video Demonstration: How to Change Additional Sessions on a Conference Order
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urlhttps://wiki.14west.us/display/ADVSUPPORT/Change+a+Session#ChangeaSession-video

Use these instructions to change a  session on a conference.  


Warning

These instructions require you to have a control group open. For more on control groups, go here.




How to Change Additional Sessions on a Conference Order 

  1. From the Customer Service ribbon navigate to Customer Activity

  2. Enter the customer number of the customer you would like to change additional sessions for
  3. Highlight the order that you would like to change a session for. 
  4. Click the Selected Sessions tab.

  5. Click Change Session

  6. The Attendee Session Selection dialog box will appear, complete the following fields:

    Price Code

    Select the price code from the dropdown menu.



  7. Expand
    titleIf you need to change the price...
    1. CHECK the Override Cost Box

    2. ENTER the new price
    3. Select an Override Reason from the dropdown box
    4. Hit Enter
    5. Click OK


  8. Click OK

  9. Click the Invoices tab

  10. Highlight the order that was just entered

  11. Click Add/Edit Payment

  12. Click Cancel
  13. Enter the payment information 

  14. Click OK

    Info
    Please note: if the price was reduced due to changing the session, the customer will automatically be refunded.


  15. Repeat the above steps to add additional sessions. 
  16. You have successfully adjusted a session for a conference order.
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