Canceling a Meeting Registration

If a customer wants to cancel a meeting registration and requests a refund or credit, an organization can create a cancellation order, either manually or using the Order Cancellation wizard. This is the same process for canceling any other type of shipped order in Aptify.

See Cancelling Orders for instructions.

However, when canceling a meeting registration, keep the following points in mind:

• When using the Order Cancellation wizard for an order that has more than one order line for the same meeting, be sure to review the Order Lines record to determine which particular order line you are canceling.
  • In other words, click the ellipsis (...) button in the Product column to open a particular order line's Order Lines record and review the details on the Meetings tab to confirm that you are canceling the meeting registration for the appropriate attendee.

• If creating a manual order cancellation for an order that has more than one order line for the same meeting, review the Order Lines record when prompted to determine which particular order line you are canceling.
  • In other words, click the ellipsis (...) button in the Original Order Detail column to open a particular order line's Order Lines record and review the details on the Meetings tab to confirm that you are canceling the meeting registration for the appropriate attendee.

• Once the cancellation order has been processed, the person's status automatically changes to Cancelled within the Order Lines form's Meeting tab on both the original order and the cancellation order) and the Cancellation sub-tab of the Meetings product's Meeting tab.