Set engagement and participant status to withdrawn on cancel
Set engagement and participant status to withdrawn on cancel
Your canceled registrations don't update participant records, creating billing and attendance mismatches. It updates engagement and participant statuses so coordinators reconcile records same day.
Overview
When cancellations don't flow into the CRM, program coordinators spend hours reconciling attendance and billing. This flow marks program engagements and participants withdrawn and alerts coordinators, enabling same‑day reconciliation and cleaner billing runs.