Your event team can follow the steps below to add Credit Balance into a registrant's profile for future use.
Note: The expiration date of a customer’s credit balance can be edited by clicking on the pencil icon regardless the credit is being manually added or generated from refund.
ALERT: Please understand that this is a new feature which is still under optimizing, relevant function will be enhanced in future release. It cannot be tracked, edited or deleted at this moment.
- Log in to ACTIVE Works with Existing ACTIVE Passport Account
- Click on People tab
- Locate the registrant by searching for name or email
- On registrant's profile page, click on Credit Balance tab
- Click on Add balance
- In the pop-up window, select Remittance account
- Note: The credits only can be used on the events which have the same remittance account associated.
- Entering the Amount to add to the participant’s credit balance.
- Selecting the date on which this amount will expire
- (Optional) Entering any Notes
- Click on Next
- Confirm the credit balance message
Note: The expiration date of a customer’s credit balance can be edited by clicking on the pencil icon regardless the credit is being manually added or generated from refund.
ALERT: Please understand that this is a new feature which is still under optimizing, relevant function will be enhanced in future release. It cannot be tracked, edited or deleted at this moment.
