Summary / TL:DR: This article provides instructions for changing a session on a conference in Advantage.
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
From the Customer Service ribbon navigate to Customer Activity
Enter the customer number of the customer you would like to change additional sessions for
Highlight the order that you would like to change a session for.
Click the Selected Sessions tab.
Click Change Session
The Attendee Session Selection dialog box will appear, complete the following fields:
Price Code | Select the price code from the drop-down menu. |
7.
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
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.
Wrap up
You should now be able to change a session on a conference in Advantage.
Still need help?
We know this can be frustrating. To get further help please open a Support ticket.
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