Changing a Registrant’s Registration Type

This guide walks through the steps to change a registrant’s registration type from the admin interface.

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Step 1: Locate the Registration Record

1. Navigate to the Registrant Management section.
2. Use search or filters to find the registrant whose registration type needs to be updated.
3. Click into the Registrant Detail View.

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Step 2: Go to the Items Tab

1. In the registrant’s detail view, click the Items tab.

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Step 3: Click “Modify”

1. Locate the Registration Type section.
2. Click the “Modify” link next to the current registration type.

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Step 4: Select a New Registration Type

1. A new panel will load in place.
2. At the top, confirm you are viewing the correct registrant by checking their name, order number, and current registration info.
3. Under Change From, the current registration type and price will be displayed.
4. Under Change To, use the dropdown to select the new registration type.
5. The available pricing tiers will appear—select the appropriate tier (defaults to the current tier if available).

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Step 5: Review Changes

1. A confirmation screen will display:
   • Original Reg Type and Price
   • New Reg Type and Price
   • Price Difference (with a message like:
     “A price difference of $X.XX has been detected. The total due will be adjusted once changes are saved.”)
   • A summary of items:
     • Items retained from the original type
     • Inherited items (with a pink Inherited badge and tooltip:
       “This item is included because it existed prior to a registration type update.”)

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Step 6: Save the Changes

1. Confirm the update.
2. The registration order will reflect the new type and any pricing adjustments.

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Additional Notes

• The system checks for capacity limits and will warn if the selected type is full—but admins may still proceed.