Search results for Credits
25 articles found
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How to issue credits in bulk
First, put all registrations in a canceled status: Event → Registrations → Attendees Check the box to the left of the Choose Attendee Status box to select all of the registrations Select Cancelled fr
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How to view outstanding credits
Reports Accounting Reports Outstanding Credits Credits are listed from oldest to newest. Attendees can view their credits under the 'My Account' section of their MSR profile.
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How to cancel your event
On the Basic Settings page, on the right-hand side, under Manage, click Cancel: After completing the questions that follow, the system will automatically cancel your event. This will also trigger the
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What kind of reporting do you have?
The majority of the reports in our system are formatted like a spreadsheet with rows and columns for information. These reports can be customized, filtered, exported and saved by. We have over 50
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How to give an attendee a credit on their account
While you are in an attendee's account, you can give them a payment credit that can be applied to future events: 1. Scroll down until you see these 3 tabs on the left-hand side 2. Click on Payment Cre
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How to apply a credit to an existing registration.
While you are in the registration: Go to the Packages & Payments section and click the Credit Card link Scroll up to see the credit is automatically applied Scroll down and click the I'm done finish
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How to put a future credit on an attendee's account
Instead of a refund, you can give an attendee an in-system payment credit to be used exclusively for future events with your organization. Valid credits will be automatically applied at the time of re
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How to reopen a postponed or cancelled event
If you cancel an event and now need to reopen it or reschedule it, here are some helpful tips to help you successfully move forward. First, determine which category your event falls into A: NO
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Managing Inventory
First, head over to Event Settings → Form Builder Classic Form Builder: Package Entry Package Inventory is managed by clicking on a package or entry-package from the Parts Bin (Left pane) These will
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Booking Fee FAQ
Why is an attendee booking fee being introduced? Doesn't the percentage-based organizer service fee already capture inflation costs? First, we know that nobody likes prices going up, including us. We
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Packages and Inventory
Perhaps the most key component of a registration, Packages and Inventory are the things you sell and how much you charge Features We have a two-tier system of packages and inventory which separate
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How do I make payment optional?
Using our deferred payment processing, you can occasionally allow attendees to register online but pay offline. The workflow is similar to making a hotel reservation: Set the event up for deferred
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How to Process Payment after updating a registration
If you have updated an attendee's registration and they now have Monies Due, you can replicate the payment portion of the registration process to process they payment: Select the Credit Card link (be
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How to charge an Event Deposit
You can set up your event so that you can charge a deposit now and collect the remaining balance at a later date. 1. Payment Setting: On the Basic Settings page → Online Payment, click the button for
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How to redeem a discount code for an attendee
Open the registration → click link for 'credit card' under Monies due Enter discount code at the top of the payment screen Scroll to the bottom & click 'Skip Payment' to process just the discount code
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How do you create a gift certificate?
Gift certificates are a great way to generate additional entries and income for your organization. If you are interested in offering these, here is some information to help setup a gift certificate
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How to approve registrations before processing payment
Premium Plan customers can use this workflow: Set payment for the event to Deferred (that will collect the payment information, but not charge their credit card). You will be notified when registratio
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How to process online check-in
The entire registration is loaded with a check-in widget at the top which provides helpful prompts, especially for less experienced registrars: Confirm the participant's identity, membership,
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How do I stop the collection emails from going out?
Charges that fail to go through are put in a dunning queue that is shown on the top of the Payments screen. You can remove an attendee from receiving the dunning emails: Event → Registrations →
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How to copy/move an attendee from one event to another
Open the attendee's registration → gear icon (next to name) → Copy/move registration. Select the target event to copy/move to → Select preferred Action → Choose the registration status → Add a note
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How does waitlisting work?
Waitlist works by allowing attendees to register for an event, once a specific item has sold out. Once the item has sold out (if that item is set to allow waitlisting) a waitlist is started and the
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How do I refund an attendee?
Online refunds back to the original form of payment are easy and free! In the Payment section of the attendee's registration: Click the Refund button to the bottom right Enter the amount you want to
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What happens when an attendee cancels?
When someone cancels online, the system changes their registration status, puts a note in their registration (in the General Reg section) and sends an email to you. It does NOT refund them. We leave
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How to Create An Admin Package
To remove the balance due from appearing on Attendee's accounts: Create an Admin Package: Locate the event from the Home or Events button located in your organization's black vertical navigation bar
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When will I receive my first deposit?
All deposits are subject to a 3-day rolling reserve which means your deposit will include registration payments made from 3 days prior to your scheduled deposit date. Charges are grouped into