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Edit a Registration

Add or remove registrants, merchandise or edit other details. Add another registrant to an existing registration. Choose whether to upcharge, refund or waive the price changes

Ashley avatar
Written by Ashley
Updated today

RegFox allows you to easily make changes to existing registrations. You can add or remove registrants, merchandise, add-ons, or other options, and edit attendee details and contact information.

If a change results in a price difference, you can choose charge or refund the card on file, charge a new card, or override the amount. You can also send a message to the registrant notifying them of the updates.

Note: In RegFox, every active registration must include at least one active registrant. If you want to remove all registrants from an order, we recommend canceling the registration. Click here to learn how to do so.

Pro Tip: You can also turn on the Registrant Account Center to allow registrants to edit their own order(s). Click here to learn how to enable this feature.

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Edit a Registration

Pro Tip: You can easily filter your registrations by status, page, and date. This allows you to quickly narrow down your registrations and find the information you need. You can also use the search bar to locate a specific registration.

Note: Any actions applied on your live page will also take effect when editing an order. For example, if your page hides the offline payment method when the VIP registration option is selected, this payment method will not be available once the VIP option is chosen.

If you want an admin to have the ability to make certain edits, but do not want your attendees to select these options, we recommend setting up an admin use only field. Click here to learn how to set this up.

  • From the top menu bar, select the Registrations tab

  • Search for the registration ID, name, or email in the search box

  • Click the pencil icon next to the registration you want to edit

  • Edit your order

  • If your edits result in an upcharge or refund, choose how to handle payment

    • If your edit(s) result in an upcharge, you can charge the saved card on file, charge a different card, or choose not to charge for the changes

    • If your edit(s) result in a refund, you can refund the saved sard of file or to skip issuing the refund for these changes

  • Click Send Updated Confirmation to send an updated confirmation email to the registrant with their new registration details. You can include a custom message at the top of the email, and the registrant's updated information will automatically populate below this message

  • Save your order

Pro Tip: When a change results in an upcharge or refund, the new transaction will appear under the Linked Transactions section on the registration. You'll see details including the transaction date, source, payment method, status, and amount. Charges display as regular dollar amounts, while refunds appear in brackets. To view full transaction details, click the eye icon next to the transaction.

Note: If you override an upcharge or refund but do not charge or refund the registrant for these changes, RegFox will record the overridden amount in the Additional Items section of the registration. A line item called Admin Override will show the date of the override and the corresponding amount.


Add a Custom Admin Charge or Refund to the Order

Adding a custom admin charge or refund allows you to manually adjust an order when there isn’t a corresponding option available on your registration page. This is useful for unique or one-off situations where you need to apply an additional charge or issue a refund outside of the normal options your page provides.

  • From the top menu bar, select the Registrations tab

  • Search for the registration ID, name, or email in the search box

  • Click the pencil icon next to the registration you want to edit

  • Scroll to the bottom of the page

  • Under Additional Items, click Add Item

  • Add a description of the charge

  • Add the charge. Enter a positive number to add an additional charge, and enter a negative number (-5) to give a custom refund

  • Choose the payment method for the charge or refund

  • Click the Send Updated Confirmation checkbox to send your registrant an updated confirmation email with their new registration details. When you select this option, you can add a custom text if desired to the top of the confirmation email, and the registrant's new registration details will automatically populate into the email

  • Click Save


Add a Note to a Registration

In RegFox, you can quickly add notes to registrations to keep track of important details, such as when and why a customer requested an edit. Notes are a great way to document communication, changes, or any other relevant information for future reference.

  • From the top menu bar, select the Registrations tab

  • Search for the registration ID, name, or email in the search box

  • Click the eye icon next to the registration you want to edit

  • Scroll down to the bottom of the registration page

  • Under Notes, click Add Note

  • Add a custom note to your registration

  • Click Save Note


Add a Registrant to an Existing Registration

In RegFox, you can easily add a new registrant to an existing registration, even after the registration has been completed. This allows you to manage last-minute additions or make updates without starting a new registration from scratch.

  • From the top menu bar, select the Registrations tab

  • Search for the registration ID, name, or email in the search box

  • Click the eye icon next to the registration you want to edit

  • Scroll to the Linked Registrants section

  • Click Add Registrant

  • Add the registration details for this registrant

  • If your edits result in an upcharge, choose to charge the saved card on file, charge a different card, or not to charge for the changes

  • Click the Send Updated Confirmation checkbox to send your registrant an updated confirmation email with their new registration details. When you select this option, you can add a custom text if desired to the top of the confirmation email, and the registrant's new registration details will automatically populate into the email

  • Click Save


FAQs

How do refunds work with offline payments in RegFox?

For orders paid via offline methods, RegFox does not automatically return funds to the registrant, since no payment details were collected. Refunding an offline transaction in RegFox will update your reports to show that a refund was issued, but any actual payment must be handled separately by your event.

What happens if I remove registrants from an order, but choose not to refund?

If you remove registrations from an order without issuing a refund, RegFox will mark the registrants as "Canceled," but no refund will be applied to the order.

I edited an order without issuing a refund at the time, but now I need to refund the registrant. How can I process a refund for an order that's already been edited?

To issue a refund after the order has been edited, we recommend processing the refund through the Transactions screen. Click here to learn how to do this.

How do I cancel a registration?

Click here to learn how to cancel a registration in RegFox.

What user permissions are needed to edit an order?

Users with Reporting permissions for a page can edit registrations. If you cannot edit a registration, we recommend reaching out to an account administrator and asking them to give you these permissions.

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