Managing Registrations
Swapping Registration Items
There may be instances where an attendee has paid for an item already and want to change their registration and apply the payment to another item instead of being refunded the full amount and repaying. Using the Swap items functionality will allow ...
How to Manually Lock or Unlock a Registration Status
This feature is used when you want to manually override a registration status and set an incomplete registration to complete. NOTE: Ensure to track offline your reason for this action, as performing this task will make reconciling financials ...
Attendee Quick Registration
About This Feature This feature allows you to create a landing page for users to quickly register for an event where they have a free registration option. This is feature is great for webinars or for members that have free registration where you are ...
How to move a payment between attendee registrations?
Moving a payment is only applicable between attendees within the same conference registration module. NOTE: This cannot be used to move a payment between 2 separate registration modules or across different conferences. Click Dashboard Click the ...
Batch Update Invoices when early bird deadline has passed
NOTE: if you have variable registration prices defined such as an early bird rate, when the deadline date passes, there will be unpaid, incomplete attendee invoices that will contain the early bird price. If you wish to update the unpaid, incomplete ...
How to Delete Incomplete Registrations with no items?
Click Dashboard Click Attendee Module Click Manage button Click in the Filter by Attendee Status and select Incomplete with No Invoice Items Scroll to the bottom and click the Delete Selected Attendees button to remove attendee registrations that ...
How to locate Registrations that Require an Action?
How to Download or Email Registrations that need to submit a payment? Click Dashboard Click Attendee Module Click Reports button Click Attendees tab, select Go for Incomplete Attendees In the dropdown, set the following options Click the Advance ...
Manage Event Registrations
During the registration period, most of your users will require very little attention: they enter the system, select their items, make a payment, and will see you at the event. However, there are always users who, for various reasons, will require a ...
How to Re-Send an Invoice to an Attendee?
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, then Click the Row containing the Attendee name Click Admin in ...
How to See if a Credit Card Payment went through?
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 Click the Manage button for the Attendee Click Payments In the ...
How to Change the Balance Owing Amount on a Check?
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 Click the Manage button for the Attendee Click Payments in the ...
How to Delete an Unprocessed Check / Wire Payment?
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 Click the Manage button for the Attendee Click Payments in the ...
How to Unprocess and Delete a Processed Check Payment?
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 Click the Manage button for the Attendee Click Payments in the ...
How to apply an early bird pricing if the deadline has already passed?
If the early bird deadline has passed and you wish to honor an early bird pricing on an item, then you will need to apply a manual discount for the difference to the registration item. See the FAQ on How to Apply a Manual Discount - click here
How to Manually Discount a Registration Item?
Click Dashboard Click Attendee Module Click Manage button Search for the attendee registration Click the Manage button for the Attendee Click Registration in the horizontal menu Select Discount Item Click the Edit button beside the registration item ...
How to Manually Add an Item to an Invoice?
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 Click the Manage button for the Attendee Click Registration in ...
How to Remove a Discount that was applied?
Click Dashboard Click Attendee module Click Manage button Search for the Registration to be updated Click the Manage button for the Attendee Click Registration in the horizontal menu Select Discount Items Click Edit for the discount to be removed ...
How to Delete a Payment?
IMPORTANT NOTE: Credit Card Payments cannot be deleted A non-processed payment may be deleted by an admin. If the payment has been processed, the admin must unprocess the payment first and then delete the payment. To delete the payment record, ...
How to Apply a Credit for an Invoice (or Refunded Check payments)?
Apply a Credit to an invoice when refunding an attendee's payment in part or whole when you cannot issue a direct refund through X-CD. A Credit Note does not process the actual refund transaction, but records the offline refund on the invoice in the ...
How to Refund a Full / Partial Payment?
You may issue a refund directly through X-CD ONLY IF your payment processor is PayPal OR Authorize.net OR Moneris OR Stripe AND if X-CD has enabled refunding for your site. NOTE: For some processors, there may be a 24-hour waiting period and you will ...
How to find out why a credit card payment was declined?
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 Last name Click the Manage button for the Attendee Click Payments In the ...
How to Add a Payment for an Attendee?
Here you may manually add a payment on behalf of the attendee. Do NOT use this to apply a Credit. To apply a Credit, click here. You may input a credit card and process it, or manually add an offline payment. When the payment is marked as received, ...
How to Process Payment by Check / Cheque / Wire Transfer
Click Dashboard Click Attendee Module Click Manage button Click Filter By Status - dropdown box, then Select Pending NOTE: Registrations in Pending are those who have indicated payment by an offline method (i.e. non-credit card payment type). Click ...
How to View Registrations?
Click Dashboard Click Attendee Module Click Manage button This will display a list of all registrations in the system You may use the Filter By Status to select a partial view of registrations based on the following: All = All registrations ...
How to Manually Add an Attendee Registration
You may add an attendee using two different methods: Adding the attendee manually using the Admin Dashboard OR Logging in as the contact and completing the attendee registration form Manually Adding an Attendee through the Admin Dashboard Click ...
How to Edit an Attendee's Registration?
This is a detailed example of how to correct an incorrect registration type selected by the delegate when registering. Click Dashboard Click Attendee Module Click Manage button Located on the right side of the screen, in the Search field, enter the ...
How to Add Items to an Attendee's Registration?
Here you may walk through the conference registration form, and add or edit on any field items onto the attendees registration. You are editing the initial registration form submitted. This feature is for an attendee who calls in and asks for ...
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 ...
How to Cancel / Reinstate / Delete an Attendee Registration?
How to Cancel an Attendee Registration? Cancel a paid registration. This will remove all invoice items. Do not use this method if you want to delete an individual invoice item(s) from an attendees registration i.e Tuesday lunch or Golf Tournament - ...