- Select Fast Search - This Meeting Only from the quick links menu on the left.
- Enter at least the first two letters of the registrant's last name and click Select.
- Select the (B) next to the registrant's name to get to the Transaction History page of their record.
- Scroll to the bottom of the page and select Cancel.
- Leave the purchased item(s) you wish to cancel checked. Uncheck anything that should not be cancelled.
- If the registrant paid by credit card, and you wish to refund them immediately, leave Refund by Credit Card Now checked.
- If applicable, select the refund penalty that you would like to apply.
- Check Send Cancellation EMail if you would like to notify the registrant of the cancellation. If checked, they'll receive the "Cancellation (HTML)" message set up on the Meeting Wizard > Messages page.
- Select Cancel Checked Item(s) to complete the process.
NOTE
- Some payment gateways do not allow for same-day credit card refunds. If the registration occurred today, you may need to wait until tomorrow to process the cancellation and refund.
- If the registrant did not pay by credit card, you will need to manually refund them through a different method (cash, check, wire transfer, etc. ), then use "Add Transaction" to note the refund processed and update the registrant's balance.
Last modified May 17, 2024
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