How to modify the details of a single Registration
To modify the details of a single Registration, find the Registration and navigate to its Overview page.
Certain provides multiple options to locate and modify Registrations in Certain. Each option takes you to the Registration's Overview page.
Option 1: Search by Registration Status and Attendee Type
1. Navigate to Manage > Registrations. 2. Select one of the numbers in the Completed Registrations by Attendee Type summary report or the All Registrations by Status summary report. This action opens a list of Registrations within the Report Results Window.
Option 2: Search Criteria
Click Find on the Event Dashboard to conduct a specific search based on criteria you provide.
Option 3: Search via Report
Use a Custom or Standard Report to bring up a list of Attendees and find the desired Registration in the list.
> Note: If you cannot find your Registrant using one of these methods, the Registration is likely marked as "Inactive" (Deleted) or as a "Test" Registration. You can locate these records by clicking the Registrations to Review summary report at the bottom of the Manage > Registrations page.
Modifying Registration Details
After you locate the Registration you wish to modify within the Report Results window, click on the Row for the record you wish to modify.
This action opens the Registration in the parent browser window. The action displays the Registrant's Overview page.
Use the tabs on the left side to navigate to the specific section you wish to modify.
> Note: When updating a Registration, click Save to capture your changes.
Registration Overview page navigation links
From the Overview page, use the tabs in the left to go to the page with the details you wish to modify. The links are as follows:
- Overview: A summary of all data about the Registration. The Overview page presents sections that match the left navigation links. The Overview page includes One-Click Actions to Print Name Badge, Print Itinerary, Edit Registration, or Substitute Registration.
- Profile: The Attendee Profile page. The Profile page includes demographic data such as name, address, and phone. The Profile page shows the Registration Information section at the bottom of the page. The Registration Information section displays the Attendee Type, Registration Status, Group, Registration Properties, and Custom Registration Properties. You can edit these items. The Availability Information appears when the Appointments Module is enabled for the Event.
- Questions: Custom Profile Information and Custom Registration Information. These sections list the Registrant's answers to any Custom Questions included on the Form.
- Agenda: Lists the Agenda Items that the Registrant selected on the Form.
- Sessions: This tab appears only if Speaker and Session Management is enabled for the Event. The Sessions tab lists the Sessions for which the Attendee is registered.
- Financials: Enables the Planner to view and apply Payments and Refunds. The Financials tab also enables the Planner to view Balance Due.
- History: Tracks changes to the Attendee's Registration Details.
- Email: Enables the Planner to send correspondence to the Registrant directly.
- Accommodation: This tab appears only if the Accommodation module is enabled for the Event. The Accommodation tab includes details on Room Reservations and Room Sharing Status and Preferences.
- Travel: This tab appears only if the Travel module is enabled for the Event. The Travel Information page for a registrant displays details of the registrant's travel arrangements for the event.
The Travel module is not available in all Certain Pro or Certain bundles. Please reach out to help@certain.com should you like to have this module enabled. An event planner can use this page to enter information about the attendee's travel. The event planner can also edit existing travel information.