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How To Request A Change To An Event

Here are instructions for submitting a Change Request in the client portal when you need to reschedule or cancel a webinar or seminar.

Chris Ross avatar
Written by Chris Ross
Updated over 2 months ago

Step 1: Access the Change Request Form

  1. Log into the client portal.

  2. Navigate to the “Change Request” tab in the left menu.

  3. Click the Change Request Form to begin.

Step 2: Select the Event Type

  1. What type of event would you like to request a change for?

    • Select Webinar if modifying a virtual event.

    • Select Seminar if modifying an in-person event.

  2. Click Next to continue.

Step 3: Confirm If Leads Have Opted In

  1. The form will ask: “Have leads already signed up for this event?”

    • ✅ Select Yes if leads have opted in. (Check the Event Registrants tab in the portal to confirm.)

    • ❌ Select No if no leads have signed up.

  2. Click Next to proceed.

Step 4: Enter Event Details

  1. Enter the title of the event you want to change.

  2. Select the date and time of the event.

  3. (For Seminars Only) Enter the venue name and address.

  4. Click Next to proceed.

Step 5: Select the Type of Change Request

  1. Choose one of the following:

    • 🔄 Reschedule this event

    • ❌ Cancel this event

  2. Click Next to continue.

Step 6A: If Rescheduling

(Complete this step only if you selected “Reschedule this event” in Step 5.)

  1. Enter the new date and time for the event.

  2. (For Seminars Only) Enter the new venue name and address if applicable.

  3. Provide any additional details needed to process your request.

  4. Click Next to continue.

Step 6B: If Cancelling

(Complete this step only if you selected “Cancel this event” in Step 5.)

  1. Select the reason for cancellation from the list:

    • Low registration numbers

    • Scheduling conflict

    • No longer needed

    • Inclement weather

    • Other (please specify)

  2. Click Next to proceed.

Step 7: Attendee Notification (If Leads Opted In)

(This step appears only if you confirmed leads have opted in.)

  1. Would you like us to notify attendees about this change request?

    • ✅ Yes, please notify attendees

    • ❌ No, I will handle it

  2. (If “Yes” is selected) Enter the message you’d like sent to attendees.

  3. Click Next to proceed.

Step 8: Acknowledgment & Submission

  1. ✅ Check the acknowledgment box:

    • “I confirm that I am submitting a change request for this event and understand that changes will occur in the next [X] hours.”

  2. Enter your Name, Email, and Company Name.

  3. (Optional) Add any additional comments for your request.

  4. Click Submit to complete your request.

Final Notes

  • Processing Time: Change requests may take up to 1 hour to process.

  • Confirmation: You will receive an email once your request has been received.

  • Need Help? If you have questions, contact your account manager at [email protected].

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