Modifying Registration Details
To modify the details of a single Registration, first locate the Registration and navigate to its Overview page. When locating a specific Registration in Certain, there are multiple options to locate and modify Registrations. Each option takes you to the Registration's Overview page.
Option 1: Search by Registration Status and Attendee Type
Navigate to Manage > Registrations.
Select the numbers in the "Completed Registrations by Attendee Type" summary report to browse a list of Registrations within the Report Results Window.
Select the numbers in the "All Registrations by Status" summary report to browse a list of Registrations within the Report Results Window.
Option 2: 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 a Registrant using one of these methods, it is likely that they have been 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
Once you have located the Registration you wish to modify within the Report Results window, click on the Row for the record you wish to modify.
This will open the Registration in the 'parent' browser window and will display the Registrant's Overview page.
From there, use the tabs on the left side to navigate to the specific section you wish to modify.
Note: When updating a Registration, you must click Save to capture your changes.
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, in sections matching the left navigation links.
- One-Click Actions to Print Name Badge, Print Itinerary, Edit Registration or Substitute Registration.
- Profile: The Attendee Profile page, with demographic data such as name, address, and phone. The Registration Information section at the bottom of this page displays the Attendee Type, Registration Status, Group, Registration Properties, and Custom Registration Properties, which you can edit. Availability Information is also displayed if the Appointments Module is enabled for the Event.
- Questions: Custom Profile Information and Custom Registration Information, listing 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: Shown only if Speaker and Session Management is enabled for the Event. Lists the Sessions for which the Attendee is registered.
- Financials: Enables the Planner to view and apply Payments and Refunds and view Balance Due.
- History: Tracks changes to the Attendee's Registration Details.
- Email: Enables the Planner to send correspondence to the Registrant directly.
- Accommodation: Shown only if the Accommodation module is enabled for the Event. Details on Room Reservations and Room Sharing Status and Preferences.
- Travel: Shown only if Travel module is enabled for the Event. The Travel Information page for a registrant displays details of their travel arrangements for the event. (This 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, or to edit the existing information.
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- Administrators - Account-Level Custom Profile Data
- Importing Registrations
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- Registrations FAQ - Modifying Registration Details
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Comments
- Stacey Smith: A print button for topic would be nice.
- Eileen Carroll: Do you have a number to call?
- Tatiana Tuchkova: How do I substitute registration? The system doesn't let me enter new registrant's name and email address; it wants me to search for their name in the system. But what if the new registrant is not in the system yet? How do I add them?