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.
- Click Dashboard
- Click Attendee Module
- Click Manage button
- 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
- Click Manage button next to the Attendee name
- Click Admin In the horizontal menu
- Select Substitute Attendee
- 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.
- Enter an amount, in Attendee Substitution Fee, if applicable.
- 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.