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Canceling a Registration

Summary / TL:DR: This article provides instructions on how to cancel an active registration to a conference in Advantage.

The conference registration is used to add additional registrants up for a conference.

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


How to Cancel a Registration 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 cancel a conference registration for

  3. Highlight the order that you would like to cancel a registration for 

  1. Right Click and select Delete Registration

  2. A notification will appear making sure you want to delete the registration

  3. Click Yes

  1. Right Click and select Delete Group Registration

  2. A notification will appear making sure you want to delete the group registration registration

  3. Click Yes

4. In the pop-up window, the cancellation policy information will default based on the dates set by the marketing team 

 

 

  1. For an early cancel a full refund should be applied

  2. On the Cancel Registration Screen select Early Cancel (full credit)

3. Click OK

  1. For an on time cancel the refund will be reduced by however much the cancellation policy is for

  2. On the Cancel Registration Screen select On-Time Cancel

3. Click OK

  1. For a late cancel there will be no refund

  2. On the Cancel Registration Screen select Late Cancel

3. Click OK

 

5. Repeat the above steps to cancel additional registrations. 

6. You have successfully canceled the registration for the conference order.

 



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