How do I create a Cancellation Policy?

  1. Click on Edit Event from your event dashboard

  1. View Advanced settings and select Attendee Cancellation Options

  1. Three Cancellation Options are available
    1. None: no self-cancellations by attendees
    2. Unrestricted: Attendees can cancel their own registration without limit. No refunds will be issued automatically
    3. Policy Based: Admins can set Cancellation Policies for full or partial refunds based on cancellation date and registration type. A 'Custom Support Email Address' is required for attendee inquiries.
  2. Make sure to include a Customer Support Email Address for attendee inquires. This will appear in the footer of your event site and registration form as well as attendee cancellation pages

  3. Need to create Cancellation Policy? Click on Cancellation Policies link and you will be redirected to create a New Cancellation Policy

  1. Create your Cancellation Policy
    1. Give you Policy a Name
    2. Add Policy Details and information you want the attendee to know. Policy details will be displayed at the attendee's point of cancellation
    3. Add Policy Deadline; The date and time by which the attendee must cancel to receive any refund
    4. Add Refund Type. Note, refunds will be automatically processed 
      1. Percentage: ie 20% of the total registration fee is refunded
      2. Fixed Fee: charged to the attendee/customer  
      3. Fixed Refund: issued to the attendee/customer
    5. Filter the policy based on Track Type
      1. None: Cancellation policy available to all tracks
      2. Matches Track: select the track type the policy is written for
      3. Matches Admission Type: select the admission type the policy is written for

  1. Remember to Save Policy by clicking on the green button of the bottom of the page.

  1. Your polices will be listed on the Cancellation Policies page and can be edited or deleted at any time.

  1. Note: If you create multiple cancellation policies, they may sometimes clash. In such cases, the policy that provides the greater refund amount will be applied
  2. Please note, refunds cannot be issued until initial payment is settled and can take up to 24 hours. Once refunds are processed it can take a few business days to reflect in the attendees account.
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