So your event has custom registration profiles... This means you have different types of registrants their own corresponding registration form. Essentially, you need people to fall into the right buckets that you created for them.
The question remains... what happens if someone falls into the wrong bucket or simply needs to change buckets?
NATURE OF PROFILES
A registration form is made up of a unique set of form prompts and registration items. That is a form. Each profile is technically its own unique form; therefore, each profile has its own set of form prompts and registration items.
When someone registers through a specific profile, it could be infinitely different from or similar to another profile in the same event, there is no telling. It is up to the event host. Thus, it follows that in order to change someone's "event identity", you'll need to back the user out of their existing profile and re-enter them into the new profile.
HOW TO CHANGE A REGISTRANT'S PROFILE
STEP 1 - DELETE THE EXISTING REGISTRATION
First, access the Event Dashboard. Open your live event controls and click the REGISTERED ATTENDEES button - this will reveal your active registrant list.
The first step is the hardest.... deleting the registration. You WILL NOT lose financial data, nor personal information on the registration! Accounting line items will be preserved in the registration record and the user's personal information is saved to their account.
Click the red "X" icon to the left of the person's name and confirm deletion. You may choose whether or not to email the registrant, notifying them of their deletion.
Once deleted, scroll back up and click the red INCOMPLETE button (next to the REGISTERED ATTENDEES button)...
See the three radio button filters in the upper right? Click the ADMIN CANCELLED filter - this will show you your deleted registrations for the event. You'll see a record for each deleted registrant - click the green REGISTER button to the right...
After clicking, the system will prompt you to re-select their profile. REMEMBER, the first profile that is landed on in the dropdown (when you are first prompted) is the original profile of that user. This can be a helpful reminder of the original profile. In your scenario, however, it's likely that you are here because you would like to change the user's profile from the original. Go ahead and flip the dropdown to the newly-desired profile and confirm!
STEP 2 - TIE UP THE "NEW" REGISTRATION
After confirming the reinstated registrant as a new profile, you will be presented with the registrant's Details Panel.
NOTE: Try exiting the details panel.... you can't! You'll be presented with a warning that requires you to add at least 1 registration item to the record. This is on purpose, to help you. Empty registration records create bad data and nothing is worse than bad data. Make sure you tie up your new registration (at least partially) before leaving the registration record.
You will encounter one of two scenarios at this point, depending on payments/accounting adjustments that were made against the original registration.
1) Blank Details Panel: This person's prior registration involved zero payments/accounting adjustments. You'll see the TOTAL DUE = $0. Blank slate! Atop the registrant details panel, you will see an ADD ITEM button. Click this and you will be able to add the registration options that this user desires to their record.
2) Adjusted Details Panel: This person's prior registration DID involve a payment/accounting adjustment of some sort. You'll see the TOTAL DUE at the bottom reflects this.
WAIT!! Your natural inclination is to adjust the account. Remember, this number won't be accurate since there are no registration items for the amount that has been paid to go against. In other words, nothing is driving a balance, so the amount paid will make it look like YOU owe the registrant money!
First, let's tackle the registration items. It's important that we add the right items back to the account first. This will line up the registrant's balance proper net balance.
After adding the right items, you will see a more accurate picture of what the registrant truly owes (which could end up being nothing!)
Take a look at the example above. It can be assumed that the old balance due of the registrant (before deletion) was $30 (since the total due showed -$30 before adjusting the reinstated registration). Now, you can see above that the new balance due as a VIP is $60. You'll see that the true net amount owed by the registrant is $30 after factoring in 1) what has been paid already and 2) what the new registration balance is.
From here, you can pay off the account in one of two ways:
- Credit Card: if you have a payment processor connected to your event, you can charge a credit card right from this screen (you will need the registrant to provide you with their credit card).
- Accounting Adjustment: you can manually adjust the registrant's account if they wish to pay by check or cash. You might also be discounting the registrant, in which case you could reduce the remaining total due to $0.
Congratulations! You've successfully re-engineered a registration.