Edit Attendee Information

Created on:
Updated on:

If someone entered the wrong information when registering, an Administrator can fix it on the person's registration.

Check out this clip from Planning Center University.

Danger

If you've registered the wrong person, do not update their name from the personal information pencil. That will change their name in their People profile and is reflected across all Planning Center products.

Change Attendee Details

An Administrator can make changes to the details of an attendee's registration at any time. Most changes can be made by clicking the Edit button in the corresponding section.

attendee_details_numbered.png
  1. Edt the selected add-ons for an attendee

  2. Click appropriate Edit buttons to update the attendee's personal profile information, change answers to questions from the Attendee Information Form, or change the emergency contact.

  3. Manually mark forms as complete/received

Note

Managers cannot edit profile information for attendees unless they also have at least Editor permissions in People.

Edit the Registration Contact

If someone registers a child for the event, but the information needs to go to someone else, you can change the contact person for the registration. Click Edit, and then type the new person's name.

edit_reg_contact.gif

Edit Attendees

If a person registers as the wrong selection or needs to add more people to their registration, an Admin can fix that from their registration details.

Click Edit on the Attendees section of the registration.

edit_attendee_type_arrow.png

You can change the selection or add an attendee to the registration.

add_attendee_to_reg.gif
  1. Choose the new selection for the attendee.

  2. Search for a person to add to the registration. If the person doesn't exist in the database, you can create a new profile.

Caution

All information entered on the original registration will be saved on the registration, including add-ons and discounts.

Now, email the registration contact letting him or her know the changes you made to the registration--or changes they need to make to their registration.

Change Simple Selections

From the registration in a Simple Signup Event, you can update the selections.

edit_selections.gif

Transfer Registration

If a person wants to transfer their registration to someone else, an Admin can do that from the registration with these steps:

Tip

If you need to transfer payments made on the registration, check out our guide on Transferring Funds for full instructions.

1. Add the Correct Attendee

Click Edit on the Attendees section of the registration.

edit_attendee_type_arrow.png

Choose the new selection and type the name of the new attendee.

add_attendee_to_reg.gif

Click Save.

2. Cancel the Original Attendee

Scroll to the bottom of the original attendee's registration details, and then click Cancel Attendee.

cancel_attendee.png

The new attendee, as well as the canceled one, will show in your attendee list to help you track changes.

canceled_attendee.png
Was this article helpful?
0 out of 0 found this helpful