Changing the Register Type in a Project
To change the Register Type, follow the steps below:
Navigate to Bookings > Projects > All.
Select the relevant project.
Scroll down to the Register Type field and update it as needed.
Note: If the Register Type field is greyed out, this indicates that one or more bookings have already been made for the project. In this case, the Register Type cannot be edited directly.
The Register Type is Greyed Out
To change the Register Type in a project that already has bookings, you’ll need to duplicate the project and transfer the bookings onto the new project. Here’s how:
Duplicate the project:
Hide the original project from the Booking Site by navigating to the "Booking Site" tab inside the current project and unticking the "Show on Bookings Site" checkbox.
Open the register in a new browser tab for easy reference as you will need to view customer list
Navigate to "Bookings > Projects > All" and click on the green duplicate icon next to the relevant project.
Make edits in the new project:
Edit the project name to remove "(Copy)" and change the register type to "HAFP Booking Site", save the changes.
Navigate to the "Blocks" tab and edit the blocks to remove the "(Copy)" from the block name
Navigate to the "Booking Site" tab and tick "Show on Bookings Site" checkbox to make project live on the Booking Site.
Move the bookings:
Navigate to "Customers" on the left hand menu, and referencing the customer list from the second tab, locate a customer and visit the "Bookings" tab inside the customer account.
Click on the red bin icon next to the relevant booking in order to delete it.
Navigate to the "Details" tab inside the customer account, select the right block in the "Book" drop down box next to the right participant and book the participant onto the sessions.
Changing the register type of a past project
If this is a past project, to make sure the data appears in the HAFP report, please follow these steps instead:
Navigate to the register of the project and click "Export" to export the register.
Duplicate the project by navigating to "Bookings > Projects > All" and clicking on the green duplicate icon next to the relevant project. Since this is a past project, please use the "Expand Search Filters" option and change the "Completed" filter to "Yes" to be able to locate the project.
Remove the "Copy" from the project title and change the Register Type to "HAFP Names Only", save the project, then navigate to the register and click "Export" to export an empty register file.
Please transfer the data from the old register file to the new register file. Please keep in mind that different register types collect different data and not all of the data will be shown on the register. Some data might have to be collected by visiting individual customer accounts.
Once the new spreadsheet is filled in, please navigate to the new project and import the spreadsheet.