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Not Planned

Replace a clinic spot within the family profile - no refund needed

Hege Petschow 3 weeks ago in Integration / Payment Integrations updated by Kim Lehman (Product Owner) 2 weeks ago 1

I am looking for the simplification of un enrolling the parent of a child in a camp when it is the child that needs to show up on the roster. I would have thought as long as the family profile is created then all payments should be linked to the family ID


ME: Currently I have a camp set up where parents have enrolled themselves instead of the child

ME: can i simply unenroll the parent and then enroll the proper family member and have the payment still be linked to the camp roster

CourtReserve:  If you unenroll the parent and then add the correct family member, it's going to want to charge them again and will also generate a refund for the payment already made. You can definitely remove them and add the proper family member, but I'd recommend zeroing their total due so they don't get asked to pay again. Or, you can remove them from the event, have the refund generated to account credit, and then use that account credit to pay for the newly registered family members.

ME: so I will be asked how I would like the refund to be processed?

CourtReserve: Since this will be done in the time frame allowed for auto-refunds, I'd recommend first going to Settings > Auto Refunds and update the Credit Card option Account Credit:
Then, when you remove them from the Event, it will automatically give the refund to account credit.

ME: but that setting change would be for all clients, correct?

 Yes, you would only want to do this while you're canceling them from the Event, then you'll update it back to Credit Card.

 this is definitely something that should be  individualized verses making that kind of change to affect the whole.


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Not Planned

If a player is part of a family, there is a way to change the registrant to another family member without unenrolling them. 
In this case, after a player is registered there is an edit pencil next to the player's name on the Registrant list inside the event. Click the edit pencil and a modal pops up where you can switch the registration to a different family member. This might solve the initial problem you listed at the beginning.

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