How to Substitute an Attendee with Another Person?

How to Substitute an Attendee with Another Person?

You may substitute a registrant's record with another contact in the system. You may also add an attendee substitution admin fee.

The new attendee must be a contact in the system. If the attendee is not a contact in the system, you must Add a new contact to the system. 

  1. Click Dashboard
  2. Click Attendee Module
  3. Click Manage button
  4. Located on the right side of the screen, in the Search field, enter the first few characters of the Attendee first or lastname whom is no longer attending
  5. Click Manage button next to the Attendee name
  6. Click Admin In the horizontal menu
  7. Select Substitute Attendee
  8. In the New Attendee dropdown, find the name of the individual who will be attending in place of the current attendee
    TIP: quick search for a name by pressing a the first letter of last name of the individual
    e.g. Pressing p on your keyboard will scroll to the first person in the list starting with a ‘P’
    • NOTE: if the person does not appear in the dropdown list, this means the person has an existing registration that needs to be deleted. View FAQ on how to delete.
  9. Enter an amount, in Attendee Substitution Fee, if applicable.
  10. Click Process Substitution button
    NOTE: This will update the registration to the name of the Substitute Attendee. A tracking note will appear in the Substitute Attendee registration indicating who’s registration the new attendee replaced.


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