Online Help

Editing Registration Information For a Participant

If you have the appropriate permissions, you can change the participation type and fundraising goal of a participant as well as the their emergency contact name and telephone number.

To edit the registration information for a participant:

Note: If you are on the Members roster on the Team page, skip directly to Step 4.

  1. Click Customer Service from the top navigation bar. The Customer Service splash page displays.
  2. In the Process Navigator, click Manage Participants. The Participants list page displays.
  3. If the participant is not in view in the list displayed:
    1. Click Search. The Search page displays.
    2. Enter the information in the fields and click Finish. The Participants list displays with matching search results.
  4. Click Manage Participant from the Actions column of the appropriate participant. The Summary page displays with registration details and the Gift History list.
  5. Click Edit Registration from the Related Actions. The Edit Information page displays.
  6. To change the:
    • Participation Type, click the drop-down list and select the appropriate option.
    • Fundraising Goal, enter the monetary amount this participant intends to raise for this event. Note: If the * (asterisk) displays by this field, you must enter an amount. Otherwise, you can leave it blank.
    • Emergency Contact, enter the name of a person who can be reached on behalf of this participant in case of emergency.
    • Emergency Phone, enter the telephone number of the contact person listed above.
    • Company with which this participant is associated, select the existing company name from the drop-down list or enter a new name in the field below the drop-down list. (For Individual Participants with no team association only)
  7. Click Finish. The Registration Summary page for the participant displays again.