Managing events includes editing registrations. For example, a registrant may decide to change event functions or bring a guest to some or all of the functions.
The automatic re-pricing feature of iMIS is unique in that when the registrant class or the registration date is changed, the pricing for that particular registration will change respectively. For example, if early and regular registration cutoff dates are defined for an event, and the function being registered for also has early, regular, and late pricing, iMIS will automatically re-price the function based on the date and established pricing when the event registration date is updated.
To add a function to an existing event registration
1. From Events, select Register a customer to open the Register a customer window.
2. Click Open or Find.
3. Enter the Event code, or select the Event field lookup icon to search for an event.
4. Enter the registrant's ID, or select the ID field lookup icon to search for a registrant.
5. Click Edit.
6. Select the event function you want to add.
7. Enter the quantity for the function in the Qty field.
8. Click Save.
The total price and balance is updated.
To delete a function from an event registration
1. From Events, select Register a customer to open the Register a customer window.
2. Click Open or Find.
3. Enter the Event code, or select the Event field lookup icon to search for an event.
4. Enter the registrant's ID, or select the ID field lookup icon to search for a registrant.
5. Click Edit.
6. Double-click the function to delete it from the event registration.
7. Click Save.
The total price and balance is updated.
To edit the Bill To information
During initial registration, the Bill To ID can be changed. For example, a company or third party may be responsible for paying a registrant's event fees. After a registration is saved, use the following steps to edit the Bill To ID.
1. From Events, select Register a customer to open the Register a customer window.
2. Click Open or Find.
3. Enter the Event code, or select the Event field lookup icon to search for an event.
4. Enter the registrant's ID, or select the ID field lookup icon to search for a registrant.
5. Click Transfer/Substitute.
6. Tab to the Bill To field.
7. Enter the new Bill To ID, or select the Bill To field lookup icon to search for the new ID.
8. Click Save.
Note: The registration order remains unchanged when the Bill To ID is changed. (The registration order will not be canceled and re-entered because the registrant does not change.) All charges and payments will be reversed appropriately from the original Bill To ID's invoice item and transferred to the new Bill To ID.