When a participant needs to cancel their registration for one event but wants to move it to another, you can take the following steps.
- Cancel the original purchase(s) by following the steps in Cancelling a purchase.
- Assuming you're still on the participant page with the registration open and the list of purchases visible, open the dropdown menu indicated by the three dots again and this time click Edit. Change the Payable amount to 0 and make sure Add to balance is selected. Do not select Refund. Repeat this step for each purchase.
- You have now created a balance for the participant meaning you are now ready to create a new order and apply the balance to this order.
- On the participant page, on the right hand side, click Add order.
- Select the desired tickets and extras and confirm by clicking Add order again.
- Assuming the newly created registration is open and the list of purchases visible, next to each purchase open the dropdown menu indicated by the three dots and click Edit.
- Under Paid amount, click Apply credit, then click Confirm.
- Repeat steps 6 and 7 for each purchase of the newly created order, or until there is no more credit left.
- If the participant is left with a remaining amount that still needs to be paid, remind the participant that they can pay the remaining amount via their personal dashboard.