For any event, you can enable a "Cancel" button in the Member Portal that allows the logged-in member to cancel a registration, and either receive a refund, or have a credit (Unapplied Payment) added to their account.
To enable cancellation for an event, open the event and go to Registration Settings. Near the top, you'll see a checkbox labeled "Allow Cancellation in Portal."
- Check the "Allow Cancellation in Portal" checkbox.
- Several new settings will appear to determine how you want to handle the invoice and/or payment associated with the cancellation request:
- Refund Credit Card: this will attempt a refund of the credit card payment associated with the invoice. If successful, it will then adjust off the payment and adjust off the invoice line items, then delete the registration.
- If the refund is rejected by the credit card gateway, the registration will not be able to be cancelled. The user will see a message that says "Could not process refund, please contact us."
- If the registration had a payment but it was not a credit card, the registration will not be able to be cancelled. The user will see a message that says "This registration was paid by cash or check, please contact us to cancel."
- Create Unapplied Payment: this will create a new Unapplied Payment in the amount already paid on the associated invoice, for the profile of the registration/invoice. It will then adjust off the payment and adjust off the invoice line items, then delete the registration.
- Invoice Adjustment Type: This will be used to write off the line items associated with the registration invoice.
- Payment Adjustment Type: This will be used to adjust off the payments associated with the registration invoice.
- Unapplied Payment Type (if Create Unapplied Payment is selected): This is the payment type that will be used to create the Unapplied Payment on the profile.
- Refund Credit Card: this will attempt a refund of the credit card payment associated with the invoice. If successful, it will then adjust off the payment and adjust off the invoice line items, then delete the registration.
Once this is configured, members will see a "Cancel" button next to the registration in the My Events section of the member portal. Like the ability to edit attendee information, this will appear for the profile attached to the registration, or a profile that has full editor access to the profile attached to the registration when viewing that profile.