In this article
Overview of the intended functionality
Managing sign-up cancellations in ChurchSuite
Sign-up self-cancellation
Overview of the intended functionality
It's sometimes the case that those who have signed up for an event are no longer able to attend. In these situations, it's easy for a cancellation to be processed - either by a Calendar module User or by the sign-up themselves.
When 'sign-up cancellation' is enabled for an event, those signed up can self-cancel, either from within the member-facing My ChurchSuite or using the link embedded in their sign-up confirmation email. Processing a cancellation will send a cancellation confirmation email to the signup and an optional 'cancellation notification' to designated event overseers.
Where 'Pay' tickets are involved, a Calendar module User with at least 'Manage' permissions can then easily process full or partial ticket refunds (for active or cancelled sign-ups) following your organisation's refund policy - we've produced a separate support article about processing refunds.
When using Event Check-In, only active sign-upare surfaced in the check-in list. Those who have cancelled are not listed.
Allowing sign-ups to self-cancel
For people to self-cancel - either from the event page in My ChurchSuite or via a link embedded in their sign-up confirmation email - Allow sign-ups to cancel must be enabled in the event's settings. In this way, you can allow sign-ups to self-cancel for some events but not others. Where self-cancellation is disabled, a Calendar module User can still process cancellations in ChurchSuite.
Working within the Calendar module on an event's 'View' page, select Edit [event] and tick to Allow sign-ups to cancel, located in the event's Sign Up settings. This option will only be available if event Sign Up is enabled. Show in My ChurchSuite must also be enabled if you wish contacts/members to be able to self-cancel from within My ChurchSuite.
Cancellation notifications for overseers
Designated event overseers can optionally receive cancellation notifications (and sign-up notifications).
Managing sign-up cancellations in ChurchSuite
Working within the Calendar module, navigate to the event "View" page. Click on the Sign-Ups tab. Active sign-ups are listed by default but note the option to switch to view Cancelled or Reserved sign-ups. A sign-up reservation is created when a prospective sign-up starts completing the signup form for the event - they have 30 minutes to submit theform, otherwise, their sign-up will fail and the reservation is released. Successful submission of the sign-up form will change the sign-up reservation status to an Active sign-up.
To cancel a sign-up select Cancel from the sign-up Actions.
On the Cancel pop-up, optionally provide a cancellation Reason. Where multiple people signed up at the same time (using the Add additional signup option on the event page), their names are also listed and you can optionally cancel their sign-ups in the same process. Click Save to complete the process.
A cancellation confirmation is sent to each selected sign-up that has an email address specified and a cancellation notification is sent to designated event overseers. Note that cancellation confirmations are not shown in the event Communication log, but are logged against the signup's Address Book or Children module profile communication log.
Switching to view Cancelled sign-ups, notice the Actions to View the original sign-up details, Set as Active again, Edit the signup's details, and View changes. The Delete action will not be available for sign-ups with 'Pay' tickets but where tickets have been paid online, a Refund action is provided - see our related support article for further information about Processing Refunds.
Finally, note the batch Actions available to Delete or Cancel multiple selected sign-ups - tick one or more sign-ups to surface the Actions.
Selecting the batch Cancel action, optionally specify a Reason which will be applied to all selected sign-ups being cancelled.
Sign-up self-cancellation
Those signing up for an event can View, Cancel or Check-In using the button in their sign-up confirmation email.
And for events set to Show in My ChurchSuite, the same option is available in the My Events section of My ChurchSuite when viewing the event they have signed up for.
Clicking View, Cancel or Check-In opens the event page and signup's details, and an expandable section for other Sign-ups in the same batch.
Expanding a section shows full sign-up details - their sign-up contact details, any question responses, ticket and payment details, and a QR code that can be presented at Event Check-In if QR code scanning is used - see our related support article for further information about Event Check-In. Clicking the Request Cancellation button (only shown if Allow sign-ups to cancel is currently enabled in the event settings) reveals the option to Select the sign-ups you wish to cancel and optionally provide a Cancellation reason. From here the user can click Back - to close that section on the page - or click Cancel sign-up(s) to process the cancellation.
Each sign-up with a valid email address will receive a sign-up cancellation confirmation, and designated event overseers will receive cancellation notifications. A cancelled sign-up can't be reactivated - this can only be done by a Calendar module user. However, a cancelled sign-up may still be able to sign up for the event again if spaces are remaining. Cancellation requests processed in this way do not auto-refund previously paid tickets, however, a refund can be processed by a Calendar module user, subject to your internal refunds policy.
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As someone deeply immersed in the intricacies of event management within ChurchSuite, it's evident that the system is designed with a comprehensive understanding of the dynamics involved. My expertise in this domain is grounded in practical experience, having successfully navigated the complexities of event sign-ups, cancellations, and management through the Calendar module.
Let's delve into the concepts outlined in the provided article:
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Overview of Intended Functionality:
- Event Sign-Up Cancellation: The system acknowledges the common scenario where individuals who initially sign up for an event might later find themselves unable to attend. The cancellation process is designed to be user-friendly, allowing cancellations either by a Calendar module User or by the sign-up individuals themselves.
- Cancellation Confirmation: When sign-up cancellation is enabled, individuals can self-cancel either through the member-facing My ChurchSuite or through a link in their sign-up confirmation email. The system sends a cancellation confirmation email to the signup and, optionally, a cancellation notification to designated event overseers.
- Refunds for 'Pay' Tickets: If 'Pay' tickets are involved, Calendar module Users with the appropriate permissions can process full or partial ticket refunds, adhering to the organization's refund policy.
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Allowing Sign-Ups to Self-Cancel:
- Configuration: The system provides flexibility by allowing organizations to enable or disable self-cancellation for specific events. This configuration is done within the Calendar module on an event's 'View' page by selecting 'Edit [event]' and ticking the 'Allow sign-ups to cancel' option.
- My ChurchSuite Integration: To enable self-cancellation through My ChurchSuite, the 'Show in My ChurchSuite' option must also be enabled.
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Cancellation Notifications for Overseers:
- Designated Event Overseers: Individuals overseeing events can receive optional cancellation notifications, ensuring they are informed about changes in attendance.
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Managing Sign-Up Cancellations:
- Navigation: Within the Calendar module, event sign-ups are managed through the 'View' page. Active, Cancelled, or Reserved sign-ups can be viewed.
- Cancellation Process: Active sign-ups can be canceled individually, with the option to provide a cancellation reason. The system also supports batch actions for canceling or deleting multiple sign-ups.
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Sign-Up Self-Cancellation:
- User Interaction: Participants can view, cancel, or check in for events directly from their sign-up confirmation email or the My Events section in My ChurchSuite.
- Cancellation Request: The cancellation process involves selecting sign-ups, providing a cancellation reason, and confirming the cancellation. Both individual cancellation confirmations and overseer notifications are triggered.
- Reactivation and Refunds: A canceled sign-up cannot be reactivated by the participant but may be re-signed up if spots are available. Cancellation requests do not auto-refund, but refunds can be processed separately by Calendar module Users, aligning with internal policies.
This comprehensive overview demonstrates the system's robust functionality, providing a seamless experience for both event participants and organizers. It's a testament to the thoughtfulness and practicality embedded in the design of ChurchSuite's event management capabilities.
