For fee-based events, it is important to follow a protocol when canceling registrations and applying refunds.

The SCAR acronym reminds you of the four steps to process a cancellation and refund in the correct order:

Set up details including cancellation fees where required;

Cancel the registration, agenda item or session;

Apply the cancellation fees if necessary;

Refund the payment.

Shortcut:  Video: How to Process a Credit Card Refund (1.5 minutes)

Important Note: A registration must always have a Credit Due balance (a negative Balance Due) before you can apply a refund.

The following topics explain:

• How to Set up Cancellation Fees (for registrations, agenda items, and sessions),

• How to Cancel a Single Attendee's Order, and Process the Refund

• How to Cancel an Attendee’s Agenda Item(s), and Process the Refund

• How to Cancel an Attendee’s Session(s), and Process the Refund

• How to Cancel an Additional Registrant, and Process the Refund

Top Tips

These important points are all covered in the topics listed above.

• An attendee must have a negative Balance Due for you to be able to apply a refund.

• To process a refund, click ("Add a ...") Refund on the attendee's  Registrations (Registrant) Financials" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Financials page

• If you want to track cancellations with vs. without cancellation fees, you should set up cancellation fees on all attendee type records, even if only $0.