Post Registration Edits

Managing Post-Registration Edits in TeamSnap

Overview

Post-Registration Edits is a powerful feature that allows organization administrators to modify registration details after a registrant has completed the process. Admins can update registration responses, move participants between groups, and view original answers for reference.

Any changes affecting the registration will trigger a notification email to the registrant to maintain transparency. The system also tracks all modifications, including registration edits, order adjustments, and payment changes. If an edit affects the balance due, admins have several options to manage increases or decreases accordingly.

How to Edit a Registration

1. Access Registration Details:
   • Navigate to the participant’s registration details.
   • Click on the action menu and select “Edit.”

• Make Necessary Changes:

• A drawer will open where you can update specific registration details.

  The following items can be edited:

  • Participant group assignment
  • Fee-related questions
  • Additional questions (including document uploads)
• Note: Participant and guardian information cannot be edited, as it is tied to the member record.

• Review and Confirm Edits:
• After making changes, click “Review Updates.”
• A summary of edits will be displayed for review before saving.

• Handling Balance Adjustments:
• If the edit results in an increase in the balance (registrant owes money):
  • Admins can set or update the payment schedule.
  • If a payment method is on file, scheduled payments will be processed automatically.
  • If no payment method is on file, the registrant can pay online at accounts.teamsnap.com/orders, or the admin can apply an offline payment.

• If the edit results in an overpayment, admins must navigate to the order page to initiate a refund or adjust the order balance.

• Confirm Consent & Save Edits:
• Before finalizing, admins must confirm they have the registrant’s consent to update the order.
• Click “Update Registration” or “Update Registration and Order” to save changes.
• A confirmation message will appear, and a notification email will be sent to the registrant summarizing the updates.

Viewing Editing History

Admins can view a complete audit log of edits:

• Navigate to the registration details.
• Click the action menu and select “View Editing History.”

Registrant Notifications & Next Steps

• After an edit is made, registrants will receive a notification email with a summary of changes and a link to accounts.teamsnap.com/orders to review details, update payment methods, or pay any outstanding balance.

• If a participant's balance changes and they have purchased registration insurance, they should contact Vertical Insure support for assistance in updating their coverage.

For any additional questions, please contact our support team.