Invitee Seating

Invitee Seating Navigate Invitee Seating and assign Seats To begin assigning seats, click the 'Seating' dropdown followed by 'Invitee Seating'. Go To Chart Builder - Allows user to return to the Chart Builder module Printer Icon - Allows user to print either a full 'Floor Plan' view

Written by Enrique Deolarte

Last published at: September 1st, 2022

 

Invitee Seating

Navigate Invitee Seating and assign Seats


  • To begin assigning seats, click the 'Seating' dropdown followed by 'Invitee Seating'.

Go To Chart Builder - Allows user to return to the Chart Builder module

  • Printer Icon - Allows user to print either a full 'Floor Plan' view or more detailed views using the 'Sections' option. 
  • Options Dropdown
    • Seat Layout Preferences - Allows user to select exactly which information is wanted for Invitees or Guests within the seating chart. 
    • Edit Colors - Allows user to assign a color to each 'Contact Category'. In the example above, the category PRESS has been assigned the color Red.
    • Show RSVP State - Allows full color coded visibility on the RSVP status of each Invitee or Guest by Hiding or Showing RSVP State. Green = Yes, Red = No, Gray = Pending.

      Hide RSVP State
      Show RSVP State

 

  • View Full Screen - Allows for larger chart visibility within the web browser. This will not take over the entire computer screen.
  • + / - Icons - Allows user to zoom in or out of the chart. Invitee or Guest information will only be visible when the + icon has been clicked at least once. 
  • Select Dropdown - Allows user to select any specific 'Seating Element' (section) that they would like to work on.
  • SEARCH

 

  • Filter through the Invitees list by using the Search field on the left hand side.
  • To include Guest information attached under their respective Invitees tick off the 'Show guests attached to invitees' box.
  • Want to filter down your search even more to target specific Invitees? Click the + icon next to 'Add Search Criteria'. 
  • To hide the 'Search' field altogether, simply click the blue 'Hide Search' text. 

Sort

  • Sort your Invitees in ascending or descending order by clicking 'Apply Sort'.
  • Sort by fields include: Company, First Name, Last Name, Job Title, Region, Category, Type, RSVP Status, Seating, Seat Label
  • To hide the 'Sort' field altogether, simply click the blue 'Hide Sort' text

Invitees

  • Click the gear icon (above the word 'Options') to customize header fields.

  • Double click or drag-and-drop 'Available Headers' to make them 'Selected Headers' within your Invitees list. The image below corresponds with the above 'Selected Headers'.

  • Clicking the options dropdown for each Invitee will allow you to:
    • Unassign Seat (only if the invitee has already been seated), Assign To Standing, Assign To Priority Standing, Change RSVP, Edit Contact Details, View Contact Details

How to Seat Invitees & Guests 

  1. Click Invitee followed by clicking Seat
  2. Click Seat followed by clicking Invitee
  3. Click Seat followed by searching Invitee
  4. Drag Invitee and drop into Seat
  5. Assign Invitee to Standing or Priority Standing
  6. Double Seat and Taking Over Seats
  7. Moving Seated Invitee to New Seat 

How to export a Seating Chart

After building your seating chart, you can easily export the chart as a .PDF file and print if needed. 

This export can be done anytime either before or after Invitees have been seated. Follow the steps below to export: 

1. Hover over Seating, and select Invitee Seating. Within the Invitee Seating section, click on the Printer icon.


 

2. There are 2 options for how a seating chart can be exported. This can be done as a "Floor Plan" which will export the entire Seating chart as is, which includes Runway or other shape elements. When exporting as a "Floor Plan", use the Zoom Level settings to improve visibility on Invitee details who have been seated. 

 

The other option is to export as individual "Sections". This option will allow users to select exactly the individual Section that they would like to be export. This export will provide a view of seated invitee details


 


 

Floor plan: 

This setting will export your seating chart exactly how you built it.

 

Sections:

This setting allows you to export only the selected seating sections.


 

Zoom level:

The higher the zoom level, the more information will be displayed in the seats.

Zoom level 1 doesn’t display any invitee details.


 

Layout preferences:

Select the details that you want to display on your printed seating chart:
Click the X next to the details that you want to hide, drag and drop the details that you want to display to the Selected headers section and click on Submit.



 

3. Click “Create” to download the .PFF file of your seating chart.