- 1 year ago
- Updated
For fee-based events, it is important to follow a protocol when canceling registrations and applying refunds.
The SCAR acronym reminds you of the four steps to process a cancellation and refund in the correct order:
- S et up details including cancellation fees where required;
- C ancel the registration, agenda item or session;
- A pply the cancellation fees if necessary;
- R efund the payment.
Shortcut: Video: How to Process a Credit Card Refund (1.5 minutes)
> Important Note: A registration must always have a Credit Due balance (a negative Balance Due) before you can apply a refund.
The following topics explain:
- How to Set up Cancellation Fees (for registrations, agenda items, and sessions ),
- How to Cancel a Single Attendee's Order, and Process the Refund
- How to Cancel an Attendee’s Agenda Item (s), and Process the Refund
- How to Cancel an Attendee’s Session (s), and Process the Refund
- How to Cancel an Additional Registrant, and Process the Refund
Top Tips
These important points are all covered in the topics listed above.
- An attendee must have a negative Balance Due for you to be able to apply a refund.
- To process a refund, click ("Add a...") Refund on the attendee's Financials page
- If you want to track cancellations with vs. without cancellation fees, you should set up cancellation fees on all attendee type records, even if only $0.