Enabling the Setting
In each complex event, the Registration Edits option will be disabled by default with the checkbox “Allow registrants to edit their initial registrations” unchecked.
When you enable this setting, your registrants will have the following experience:
- All registrants can be provided a link [“View and manage your registration”] within the confirmation, summary, and reminder emails to view their registration and itinerary. This link can be added to emails using the $MANAGE_REGISTRATION_LINK$ token.
- This link will take a registrant to My Registration summary page (see example below), where the following adjustments can be made:
- Add free or paid activities or add-ons:
- If a paid activity or add-on is added to the registration, the registrant will proceed through a checkout process.
- If only free activities or add-ons are added to the registration, the registration will be presented with an “Update Registration” button to complete the update.
- Remove free activities or add-ons: Registrants can use the Trash icon to remove any eligible activity or add-on from the registration. They’ll see a “Success” message to confirm that the change was made.
- Edit Guest Name, Guest Email, Guest Custom Fields, and Guest Affiliation.
- Add free or paid activities or add-ons:
Registrant Email Notifications
Once an adjustment has been made, registrants will receive the Registration Summary email template which will detail all current guest details, add-ons, and activities included that in that registration.
Admin Notifications of Registration Edits
Any of the registrant-initiated changes to an existing registration will trigger an email alert to all admins set to receive notifications via the Notifications section on the Email Settings page within the event.
These listed admins will receive an email update with subject line “Edited Event Registration: <Registrant Name>, <Event Name>" to flag any changes made to the existing registration during that user’s session on the Registration Summary page.
Reporting Updates:
Custom reports can now include the Registration column, Last Modified by Registrant Date (registration_last_modified_by_registrant), to reflect when a registrant made an update to their registration.
What cannot be adjusted from the Registration Summary page?
If your registrant needs to take any of the following actions, they will not be able to do so via the new self-edit flow and should contact the event administrator for assistance:
- Removing paid activities or add-ons - Registrants will not be given any options to adjust their registration that would trigger a refund to their registration. For any paid activities or add-ons, registrants will see the language that you set in the Refunds text field within the Registration Edits section on the Ticketing tab of your event settings. As an Events admin, you can click into the registration ID to complete these cancellation requests and issue refunds as needed.
- Adding additional guests to an existing registration - Those guests should be prompted to create their own registration.
- Changing RSVP status - As an Events admin, you can click into the registration ID to make this update for them or their guests.