Modifying Registration Details

Overview

To modify the details of a single Registration, locate the Registration and navigate to its Overview page. There are multiple ways to locate Registrations in Certain; each method opens the Registration's Overview page.

• Option 1: Search by Registration Status and Attendee Type
• Navigate to Manage > Registrations.
• Use the numbers in the “Completed Registrations by Attendee Type” summary report to browse a list of Registrations within the Report Results Window.
• Use 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 search based on criteria you provide.

• Option 3: 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 a Registrant cannot be found using any of these methods, the Registrant 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

Once the Registration to modify is located within the Report Results window, click on the Row for the record to modify. This action opens the Registration in the parent browser window and displays the Registrant's Overview page. From there, use the tabs on the left side to navigate to the specific section 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 access the page with the details to modify. The links are as follows:

Overview

• Overview is a summary of all data about the Registration, in sections matching the left navigation links.
• The Overview page includes One-Click Actions to Print Name Badge, Print Itinerary, Edit Registration, or Substitute Registration.

Profile

• The Profile page contains the Attendee Profile with demographic data such as name, address, and phone.
• The Registration Information section at the bottom of the Profile page displays the Attendee Type, Registration Status, Group, Registration Properties, and Custom Registration Properties, which you can edit.
• Availability Information is displayed if the Appointments Module is enabled for the Event.

Questions

• The Questions section lists Custom Profile Information and Custom Registration Information, showing the Registrant's answers to any Custom Questions included on the Form.

Agenda

• The Agenda section lists the Agenda Items the Registrant selected on the Form.

Sessions

• Sessions are shown only if the Speaker and Session Management feature is enabled for the Event.
• The Sessions section lists the Sessions for which the Attendee is registered.

Financials

• Financials enables the Planner to view Payments.
• Financials enables the Planner to apply Refunds.
• Financials enables the Planner to view the Balance Due.

History

• The History section tracks changes to the Attendee's Registration Details.

Email

• The Email section enables the Planner to send correspondence to the Registrant directly.

Accommodation

• The Accommodation section is shown only if the Accommodation module is enabled for the Event.
• The Accommodation section provides details on Room Reservations and Room Sharing Status and Preferences.

Travel

• The Travel section is 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 Travel module may not be available in all Certain Pro or Certain bundles.
• If needed, contact help@certain.com to enable this module.
• An event planner can use the Travel Information page to enter information about the attendee's travel or to edit the existing information.

Registrations to Review

Note: Registrations to Review is a Summary Report at the bottom of the Manage > Registrations page; it highlights Test, Deleted, and Potential Duplicate registrations.

Related articles

• Administrators - Account-Level Custom Profile Data
• Importing Registrations
• How to Delete Images and Files in an Event or an Account
• Registrations FAQ - Modifying Registration Details
• Accommodations Guide