How do I cancel an order?

  • From the 'Orders' page (located in menu on the left of the page) find the relevant order using the search bar and click on the order name
  • Click on the Cancel Order button in top right corner of 'Order Details' page
  • Select refund method (manual refund method would be used for cash onsite) - so credit_card is the default
  • Provide details for 'reason for cancelling the order' beneath 'Adjustment Fee', this is for cancellation fees - I understand the cut-off date has now passed so these are being handled on a case by case basis. However, if a fee is charged, enter as indicated and label appropriately.
  • Click 'Cancel Order' once above details have been entered.
  • To send this person an invoice (detailing cancellation fee), click 'Send Invoice' button in top right corner of page, and then enter their email address.

How do I cancel and transfer a registration?

  • From the 'Orders' page (located in menu on the left of the page) find the relevant order using the search bar and click on the order name
  • From the 'Order Details' page select the 'Advanced' tab
  • Locate the person registered within this order that is to be cancelled
  • Next to their name is a small link entitled "Cancel Registration" - select this link
  • Add a notation for the reason of cancellation (e.g. Replaced by Joe Bloggs)
  • Back on the order details page, beneath 'Ordered Products' click 'copy registration link' and email this to the relevant person to transfer the registration to.
  • This person will then be asked to fill out the registration form as normal

How do I send invoices?

  • From the 'Orders' page (located in menu on the left of the page) find the relevant order using the search bar and click on the order name
  • In the "Order Details" page, click on the Send Invoice button at the top right hand corner of the page
  • A dialog box will appear, and the email address associated with the order itself will automatically populate itself into the dialog that appears - if you need to send the invoice to a different address then replace it with the desired address
  • Click Send to send the invoice

How do I close registration on a Site?

  • Navigate to Registration > Configuration, then click on the Sites tab and select the Site you wish to close the registration for
  • Under the Active section, select No, then click Save

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