This article will guide you through editing an Event Registrant’s choice of event workshops. This can be used when an event registrant forgot to select workshops, has chosen the wrong workshop, or needs to attend a different one.
Impersonating a Contact
1. Log in to your Member365 Administrator Dashboard.
2. Click the ‘Search Contacts‘ bar and enter the name of the contact to whom you would like to assign an event registration. Click their name once it appears.
3. On their contact profile, click the ‘Impersonate‘ button on the left-hand side; click ‘Continue‘ in the prompt that appears.
Modifying Workshop Selections
4. In the Member Portal, click ‘Events‘ and select ‘My Event Registrations‘ from the drop-down menu that appears.
5. Find the event in the list of registrations, and in the ‘Action’ column, click ‘Modify‘.
Note: this button may say "Withdraw/Modify" if the member is still within the allowed withdrawal period for this event.
6. Next to the corresponding event registration, click ‘Select Ticket Options‘.
7. In the window that appears, check or uncheck the boxes next to the workshops that you would like to add or remove, respectively, and then click ‘Save‘.
Note: If there is more than one ticket purchased by the person you are impersonating that requires workshop registration, you will need to complete Steps 6 and 7 for each ticket.
8. Click the ‘Continue‘ button in the bottom-right corner.
8. Review the selected workshops and click the ‘Confirm‘ button in the bottom-right corner.
9. You will be brought to the "Registration Complete" page.
When you have reached this page, you have successfully modified this registrant's choice of event workshops. Congratulations!
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