Before making any updates to the system, please ensure that all registered participants are made aware of the need to cancel the event. There are email templates in the CVENT library that can be used if needed.
You must unregister and refund the participants from the event in CVENT BEFORE cancelling it: https://ecbcs.zendesk.com/hc/en-us/articles/360002786278-CVENT-How-to-create-a-full-partial-refund
Once the participant has been unregistered via CVENT, this will automatically update in CRM to show the participant as ‘Cancelled’.
You must inform 1st4Sport firstname.lastname@example.org of any cancellations to events they regulate (ECB Foundation I & ECB Core Coach) as they charge per delegate/learner registration.
If the course has already started, then cancelling the course on CVENT may not update on CRM. Should this happen, please contact the Coaching Systems Support helpdesk (email@example.com)
The decision as to whether participants will receive refunds or not, will be outlined in the relevant programmes 'Terms & Conditions'. If a refund is required, you can use the following process:
Action required in CVENT
- If registrations have not already closed for the event, go in to CVENT and under the ‘Overview’ tab, click ‘Close Registrations’ so no one else can register and pay:
- Amend the title of the event in CVENT, by adding the word ‘CANCELLED’ to the beginning of the existing event title:
> go to the ‘Event Details’ tab
> click ‘Edit’
> add ‘CANCELLED’ to the beginning of the event title
> click ‘Save’ to action
- Go to the 'Advanced' tab and click on the 'Actions' drop-down in the top right-hand corner and select 'Cancel Event'. This will update the course status to 'Cancelled' on CRM.