You may change the registration fee or any other item to another fee or item available in your online store. If there is a difference in cost, an electronic invoice will be sent to the parent so they can pay the difference.
There are three small variations of the exchange process and all are related to the cost of the new fee or item versus the cost of the original fee or item. In each case, we create a credit for the amount of the original registration fee or item and a credit is then applied to the new purchase.
Option 1: Both exchange items have the same cost.
Option 2: The new exchange item is more expensive: the parent will be charged the difference.
Option 3: The new exchange item is less expensive: The credit is created, but is not refunded at this time to the parent, it will remain on file.
Warning
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What happens if I exchange a registration or other item for a lower or higher-priced item?
If the exchanged item is at a lower cost, a credit will be added to the participant's profile. You can either refund the family the amount of the credit, or the credit can remain on the participant's profile to be applied to a future transaction.
An outstanding balance will be added to the participant's profile if the exchanged item is at a higher cost. The family can log onto their My Account and pay for the invoice from the payment menu or send in the amount by an offline payment method.
Why is the Item Exchange button grayed out?
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Some items will not allow you to exchange a registration or another item. Here are the items that will prevent you from making the exchange:
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Exchange
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a registration
Here are the steps to proceed with a REGISTRATION exchange
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's how to make a REGISTRATION exchange
Select the Registration tab in the member 's profile
Select the line of the registration you wish want to exchange (the registration must be either pending or confirmed)
In Click the Action button in the right-hand side panel , click on the ‘Action’ button and select Exchange items’Items.
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The following warning message will appear. Please note that
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you can't cancel or close the window after starting this process.
Click on ‘Next’ Next
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The system will ask you to confirm the
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registration you
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want to
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exchange.
Click on ‘Next’ Next
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Choose the member type of member
Click on ‘Show all packages’ Show All Package to see all available registration fees
Select the new registration
YouPreviously completed registrations Existing registration will be highlighted in yellow
The registration Registration fees must have been previously configured in your ‘Registration fees’ in your ‘Catalog’.
You can modify the registration fee, the registration date and the registration time if necessary
Catalog
If the position has been checked in the Registration fees, you must select the position group and the member's position.
Click on ‘Next’ Next
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The next page will ask you to select the payment method
Very important: to send an electronic invoice with a payment link, you must choose credit cards, the external payment choice is for a manual point-of-sale terminals.
If you choose one of the manual payment options, you will not send an electronic invoice with payment link, but you will send an invoice to the parent.
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your payment method.
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If you select credit card as the payment method, the system will ask you to select your merchant account 97% account.
97% of MHA has have only one account, so you will 'll see only see one choice.
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You will 'll then be asked have to answer the questionnaires you have 've created. You can choose not to answer, as it this is not requiredmandatory.
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Next
Then, you will need to sign waivers. You can choose not to sign all waivers by clicking on ‘Skip all waivers’.
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You must then select the payment methods
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Next, you must have to select the installment method.
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If you have selected payment by credit card, select the member who will receive the invoice.
If the parent does has not have created a ‘My Account’ in Spordlemember profile in My Account, you can choose here to create a new one here by clicking + Create a new account.
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The last final step is to confirm the invoice before sending itregistration change.
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Congratulations, you have 've exchanged a registration.
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An electronic invoice is sent to the parent for payment.
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You can now see this registration in the member profile and the cancelled registration.
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Under the transaction tab, you can see the credit created and the new transaction for the new registration.
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Once the parent has paid the transaction, the payment status will change.
Exchange other items
Here are the steps to exchange !
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If you have selected payment by credit card, the parent will receive a payment notification (see picture).
Suppose you have selected a manual payment method. In that case, you must follow the procedure detailed in the documentation Action to do for manual transactions to link the participant to the parent's My Account Spordle and resend the invoice.
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The new and canceled registrations will be displayed in the member Registration tab.
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Under the Transactions tab, the exchange items credit created to cancel the first registration and the new transaction linked to the new registration package will be displayed.
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Exchange Other Items
Here are the steps for exchanging OTHER ITEMS
The procedure is slightly different if the other items were have been purchased separately or if it is part of the registration.
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Option 1: The item is purchased separately from the
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registration.
You must be in the ‘Transaction’s tab of Select the Transactions tab in the member profile.
Select the row line of the item other items you wish want to exchange
In the right-hand side panel, click on the ‘Action’ Action button and select ‘Exchange items’.
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Exchange Items
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The
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following warning message will appear. Please note that you can't cancel or close the window after starting this process.
Click on ‘Next’. Next
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The system will ask you to confirm the item you
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want to exchange.
Click on ‘Next’ Next
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Select the other new item from the drop-down list.
The selected
other itemsitem must have been previously configured in your
‘Other Items’ in your ‘Catalog’Catalog's Other Items.
You can modify the registration date of registration and the time of registration if necessary.required
Click on ‘Next’. Next
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The next page will ask you to select the your payment method.
Very important: to send an electronic invoice with a payment link, you must choose credit cards, the external payment choice is for a manual point-of-sale terminals.
If you choose one of the manual payment options, you will not send an electronic invoice with payment link, but you will send an invoice to the parent.
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If you choose a credit card, the system will ask you to select your merchant account 97% of MHA has account.
97% of HSAs have only one account, so you will 'll see only see one choice.
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If you have selected payment by credit card, select the member who will receive the billinvoice.
If the parent does has not have created a ‘My Account’ in Spordlemember profile in My Account, you can choose here to create a new one here by clicking + Create a new account.
The last step is to confirm the invoice before sending it.
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La dernière étape consiste à confirmer le changement d’article
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Congratulations, you have 've exchanged an other items and sent an electronic invoice to the parent.
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You will now see this updated information under the ‘Transaction’ tab.
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the other items!
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If you have selected payment by credit card, the parent will receive a payment notification (see picture).
Suppose you have selected a manual payment method. In that case, you must follow the procedure detailed in the documentation Action to do for manual transactions to link the participant to the parent's My Account Spordle and resend the invoice.
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Under the Transactions tab, the exchange item credit created to cancel the first item and the new transaction linked to the new item will be displayed.
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Option 2: The item is purchased
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simultaneously with the registration.
The only difference is how you start the redemption exchange process.
Choose Select the ‘Registration’ Registration tab in the member profile.
Choose Select the item you want to exchange (the listing where registration in which the other item was purchased).
On Click the Action button in the right-hand side panel , click on the 'Action’ button and select ‘Exchange Items’ Exchange Items.
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You will now then be invited asked to choose either the registration or the other select the item you want to exchange.
Select the item you wish to exchange .
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Choose other items and click next, the rest of the and click Next. The process is the same as option 1 of the in option 1 for exchanging other items exchange.
Pending Credit Card Payment
If you wish to exchange a registration or other items, but have pending credit card payments, you must follow the following procedure:
Click on the ‘Transaction’ tab in the member profile
Click on the transaction line where you wish to make an exchange and have credit card payments pending.
On the right side panel, in the registration section, click on 'Edit’
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A window will appear, you must modify the payment methods of your future instalments by selecting a manual method such as check, cash, Interac transfer or external payment.
Click on, ‘Confirm ’.
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Then click on the ‘Action’ button and on ‘Exchange items’, then follow the process mentioned in options 1
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Exchange a Package with Installments
Click here for Exchange a Package with Installments Video
When a registration is set up with installments, and the payment method is a credit card, the Exchange Items will be grayed out. You must first unlink the installment from the credit card, and then you can do the exchange item.
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From the side panel, you will see the breakdown of the installments. Click on Edit.
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Note: You only need to unlink installments if the original payment method was a credit card. |
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You want to change all the installments in the Pending status from credit card to any other payment method. Select a method from each installment's drop-down, then click Confirm.
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Then click on the Action button and Exchange Items.
Follow the process mentioned in options 1 and 2.
When the system asks you to select the a payment option, select ‘ Credit Card’Card.
When the system asks you to select the payment methodinstallment, choose the method you installment selected at the time of the initial member purchase.
The system will then create the same scheduled credit card paymentsinstallments.