New: Cancel your event in three simple steps

New: Cancel your event in three simple steps

Sometimes, despite your best efforts, the show cannot go on as circumstances beyond your control might force you to cancel your event. Over the years, natural disasters, political crises, and, more recently, COVID-19 have all caused many events to be canceled. We know it is, quite possibly, the single most difficult decision any event organizer has to take and a painful one at that.


 
At Backstage, we'd like to help smooth the process for you, at least a little. And so, we've introduced this new feature that'll automate three of the most important tasks one must consider when canceling events—updating the event website, refunding attendees, and notifying all parties. This way, you can pay attention to other important details that require your active input. Also, only members with portal or brand level permissions can cancel events.
 
To cancel an event in Backstage, choose the Cancel option from the dropdown to the right of an event. You will then be taken through three steps where you can decide how to proceed with the event's cancellation.
 

Step one: Updating the event microsite

 
The microsite is the one place where people can get any and all information concerning your event. So an outdated microsite just won't do here. With Backstage, you can add a banner to the top of your event microsite to inform people about your event's cancellation and the reason for it.
 

 
All you have to do is add a message for the banner alert and choose whether to show or hide the event's date, location, and registration button in the microsite. Other elements in the event microsite can be edited in the Design tab as usual.
 

Step two: Notifying all participants


When you cancel an event, it affects everyone involved—attendees, team members, speakers, sponsors, and even prospects. And they should all be informed about not just the event's cancellation but also about the reason behind it. Send an automated email to everyone so they are notified about this along with what they can expect in the future.
 

 
While the email will be sent to attendees and purchasers by default, we recommend that you also include your team, sponsors, speakers, and even prospects in the email—this way you cover everyone. Also, you can edit this email in the Automated emails tab of the event's Manage dashboard.
 

Step three: Handling refunds and registrations

 
This is the last step in canceling your event. You've got to cancel all orders, refund the paid ones, and close the registrations for your event. One good thing here is that all orders will be canceled and refunded automatically. You don't have to update your order statuses manually. You can refund online orders through online or offline methods. Offline orders, on the other hand, should be refunded only through offline means. Also, when you choose to refund all orders offline, they'll be marked as refunded automatically. Refund progress is viewable in the Overview tab of the Manage dashboard.
 

 
Also, an automated email will be sent to all attendees and purchasers regarding the order cancellation and refund. These emails too can be edited in the Automated emails tab. The event microsite can be unpublished once all refunds are completed. To access your canceled events, go to the Canceled tab in the Events page.
 
Cancel your events the easy way with Backstage! Let us know what you think in the comments below. Also, do subscribe to our community forum to stay updated with the latest Backstage news. If you have any feedback or questions, you can write to us at support@zohobackstage.com.

Happy organizing!

    • Sticky Posts

    • Important notice: Changes in sender domains

      Hello Backstage users, This is a heads-up about a major change with sender domains in Zoho Backstage. In response to Google's new guidelines for email senders, Backstage won't be able to send emails with the sender domain "gmail.com" or "googlemail.com".
    • Announcing Backstage OnAir, our in-house virtual events solution

      These past months have seen a huge rise in the number of virtual events with some of the biggest events of the year going online. Though there's little possibility for virtual events to completely replace in-person ones, COVID-19 has shown how flexible
    • Introducing the mobile app for event organizers

      It doesn't matter if you're planning your first trade show or an annual executive retreat—organizing an event requires your undivided attention. This is especially true on event day, when things can quickly get out of hand. So how can you stay on top of everything happening at your event? Introducing the Zoho Backstage for Event Organizers mobile app, for Android and iOS—designed to improve and simplify your event management. Getting things started on time, checking in attendees on event day, following
    • Announcing Zoho Backstage: Your complete event management software

      With just a few months till the event, you're still racking your brain. Did you advertise to the right audience? Is your event website design appealing? How will you keep attendees engaged and interested during sessions? It doesn't matter if you're organizing
      • Recent Topics

      • Zoho Sites - General Feedback

        Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-color
      • File Upload field not showing in workflow

        Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?
      • You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.

        please help
      • Strengthening the capabilities of CommandCenter in Zoho CRM Plus

        When you look at the prospect-to-customer journey in most businesses 10 to 15 years ago, it was relatively straightforward. Many of us remember walking into a store, sharing our requirements with a sales associate, reviewing a few options, and making
      • World date & time format

        Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards
      • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

        Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,
      • Any recommendations for Australian Telephony Integration providers?

        HI,  I am looking for some advice on phone providers as we are looking to upgrade our phone system, does anybody have experience with any of the Australian providers that integrate with CRM Telephony? So far we are looking at RingCentral and Amazon Connect, and would love to hear feedback on any of the other providers you might have tried.  Thank you
      • Zoho Campaigns Workspaces

        Hi, I’m currently working on a Zoho CRM + Zoho Campaigns setup for a franchisee-based organization, where each franchise must only see and use its own contacts. At the moment, franchisees cannot properly access their contact lists in Zoho Campaigns unless
      • Limited System because of Limited Number of Fields for Car Dealership

        Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data
      • Automatically Update Form Attachment Service with Newly added Fields

        Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when new
      • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

        Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
      • Newsletter in multiple languages

        Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languages
      • Fixed assets in Zoho One?

        Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt
      • Set Default Status of Assembly to "Assembled" When Entered in UI

        I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some
      • I need to Record Vatable amount and non vatable amount separately in zoho books in a single line

        I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatable
      • Sort Legend & stacked bar chart by value

        I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I create
      • Scanned Doc - selecting Item overwrites Rate

        I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it
      • Timesheet invalid data error

        Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and saved
      • Convert invoice from zoho to xml with all details

        How to convert an Invoice to XML format with all details
      • Any update on adding New Customer Payment Providers who support in store terminal devices?

        Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integrated
      • Dealing With One-Time Customers on Zoho Books

        Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I
      • Customizing Helpcenter texts

        I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found
      • Passing the image/file uploaded in form to openai api

        I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints
      • "Temporary" Field Value?

        I have a custom action in Form A report Detail View that passes the Rec ID and updates a Temp Record ID lookup field in the Form B record via openURL (and opens the Form B report in popup) . The updated Temp Record ID field value in Form B is then used
      • File Upload field automatically replaces spaces with underscores – support experience

        Hi everyone, I want to share my recent experience regarding the File Upload field behavior in Zoho Creator and my interaction with the Zoho support team. When a user uploads a file, the system automatically renames the document by replacing spaces in
      • We Asked, Zoho Delivered: The New Early Access Program is Here

        For years, the Zoho Creator community has requested a more transparent and participatory approach to beta testing and feature previews. Today, I'm thrilled to highlight that Zoho has delivered exactly what we asked for with the launch of the Early Access
      • Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

        We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward
      • Applying Excess Payments & Conflict Invoices Due to Cancelled Items

        I’m running into several issues that appear to stem from deeper-than-expected overlap between Zoho Finance (Books/Inventory) and Zoho POS. The level of coupling between these systems seems greater than what was originally communicated, and it’s leading
      • Zoho Sprint Backlog View, filter by item status

        Hello, In Zoho Sprints, it would be great to be able filter out specific items in the Backlog based on their status. We would like to track items that were Removed from our backlog without seeing them constantly in the Backlog view, as this view should
      • WATERFALL CHART IN ZOHO ANALYTICS

        Hi Team, I would like to know whether Zoho Analytics currently supports a Waterfall Chart as a built-in visualization type. If yes, could you please share the steps to create one? If not, is there any workaround or recommended method to build a Waterfall
      • Export contacts from Bigin's mobile app to your Android device

        Hello everyone! We're happy to announce that you can now export customer contacts from the Bigin mobile app to your device. Scenario A small-scale business owner has two pipelines in Bigin—one for procuring raw materials and the other for selling his
      • ASAP iOS SDK – Xcode Compatibility Update

        Hello everyone, We have been delivering the ASAP iOS SDK developed using Xcode 16.1 to provide Help Center support within mobile applications. Thus, ASAP iOS SDK versions upto 4.5.8 are compatible with development environments running in Xcode 16.1 and
      • Sub form auto field population based on parent form

        I have a parent form called "Sites" with a text field called "Site". I have a subform called "Design Comments" (actual form name "Review Comments") with a lookup field name "Sites1" that looks up from the Sites form. I want the Sites1 lookup field to
      • A note-taking app right inside your project management space

        How do you feel when you check off the last task from your to-do list after a long day at work? Euphoric, blissful, satisfied? Now, imagine completing the same checklist from your PM platform, without juggling tools. Sounds simple and handy? That’s exactly
      • Email Forwarding: Maintain business continuity

        As an administrator, ensuring uninterrupted email communication is critical when a role-based employee is unavailable due to extended leave or a temporary role change. Emails from customers, partners, and internal teams must continue to be received and
      • Tip #61- Collaborate live with Invite Technician- 'Insider Insights'

        Hello Zoho Assist Community! From the series of Technician Console, we will be exploring Session. Let's jump right into a brief overview. We’ve all been there: you’re deep into a complex remote session, and you realize you need a second pair of eyes.
      • How to integrate Zoho CRM, Zoho Forms and a WIX Web Site

        Attached video demonstrates how to use Zoho Forms included in Zoho One, to design a Contact Us form to be embedded into a WIX web site and integrated into Zoho CRM.
      • Bug Causing Major Sync & SO Access Failures in Zoho POS

        We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted users
      • OAuth2 Scope Error - Incorrectly defaulting to CRM instead of Analytics.

        Hello Zoho Team, I am trying to connect n8n to Zoho Analytics API V2 for a simple automation project. Despite using the correct Analytics-specific scopes, my OAuth handshake is failing with a CRM-related error. The Problem: The authorization screen shows:
      • Add Custom Reports To Dashboard or Home Tab

        Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad Announcement: The feature is being rolled out across DC's and Edition in phases. To know more refer to the announcement post here.
      • Next Page