There are two Floor Plan training videos. The first shows you how to manage Floor Plan templates in settings, and the second shows you how to manage Floor Plans in a booking.
Video 1 - Floor Plan Setup & Templates
This guide provides a comprehensive walkthrough of setting up and configuring floor plans within your system. You will learn how to upload layout images, map tables to specific locations, and manage zones for your venue.
How do I access the Floor Plan settings?
To get started with your setup, navigate to the main dashboard and locate the 'Settings' menu on the left-hand sidebar. From there, you will select 'Venue Configuration' and then click on the 'Floor Plans' tab. This is where you can see all your existing layouts and create new ones for different areas of your venue.
💡 Action Steps
Click on the 'Settings' menu
Select 'Venue Configuration'
Click on the 'Floor Plans' tab
How do I upload a new floor plan image?
When you are ready to add a new area, click the 'Add New Floor' button. You will be prompted to give the floor a name, such as 'Main Dining Room' or 'Patio.' Once named, you can upload your layout image by clicking the 'Upload Background' button. Ensure your image is a clear top-down view of your space in a supported format like JPG or PNG.
💡 Action Steps
Click the 'Add New Floor' button
Enter a name for the floor in the name field
Click the 'Upload Background' button and select your file
How do I add tables to the layout?
After your background image is uploaded, you need to place your interactive elements. Click on the 'Add Table' icon from the toolbar. You can then click anywhere on the map to place a table marker. You can choose between circular or rectangular shapes to match your physical furniture and drag them into the correct position on the screen.
💡 Action Steps
Select the 'Add Table' icon from the toolbar
Click on the floor plan map to place the table
Choose the table shape (Circle or Rectangle)
Drag the table to the desired coordinates
How do I assign table numbers and capacities?
Once a table is placed, you need to configure its details. Click on the specific table you just added to open the 'Properties' panel. In the 'Table Number' field, enter the ID that matches your physical table. Below that, fill in the 'Minimum Capacity' and 'Maximum Capacity' fields to ensure the system manages your bookings correctly based on party size.
💡 Action Steps
Click on a table to open the 'Properties' panel
Enter the ID in the 'Table Number' field
Input values for 'Minimum Capacity'
Input values for 'Maximum Capacity'
How do I create different zones?
If you have a large venue, you might want to group tables into zones like 'Bar Area' or 'Upstairs.' To do this, go to the 'Zones' sub-tab and click 'Create Zone.' Give your zone a name and a specific color code. This helps your staff quickly identify different sections of the restaurant during a busy service.
💡 Action Steps
Navigate to the 'Zones' sub-tab
Click 'Create Zone'
Enter a name for the zone
Select a color from the color picker
How do I link tables to specific zones?
To assign your tables to the zones you just created, go back to your floor plan layout. Select a table, and in the properties menu, use the 'Zone' dropdown to pick the appropriate area. You can bulk select tables by holding down the shift key and clicking multiple tables, then updating the zone for all of them at once.
💡 Action Steps
Select a table on the floor plan
Click the 'Zone' dropdown menu in the properties panel
Select the desired zone
Use Shift+Click for bulk table selection
How do I rotate and resize tables?
If a table isn't oriented correctly, you can adjust it easily. Click the table and use the rotation handle—it is the small dot at the top of the selection box—to spin it to the correct angle. You can also grab any corner of the selection box and drag it inward or outward to resize the table to accurately represent its scale on your map.
💡 Action Steps
Click on a table to show the selection box
Drag the rotation handle to spin the table
Drag the corner handles to resize the table
How do I set up joinable tables?
To allow the system to combine tables for larger parties, you need to set up 'Joins.' Click the 'Joins' tool and then click on the first table, followed by the second table you want it to connect with. A line will appear between them, indicating that the system can now treat these as a single larger unit for reservations.
💡 Action Steps
Select the 'Joins' tool from the menu
Click the first table in the pair
Click the second table to create the link
How do I activate the floor plan for live use?
Before your changes go live, you must save your progress. Click the 'Save Layout' button in the top right corner. If you want this floor plan to be available for online bookings immediately, make sure the 'Active' toggle is switched to 'On.' You can also use the 'Preview' button to see how the layout will look to your staff on the floor.
💡 Action Steps
Click the 'Save Layout' button
Toggle the 'Active' switch to the 'On' position
Click 'Preview' to review the layout
Video 2 - Managing Floor Plans In A Booking
This video provides a complete guide on how to upload, configure, and manage floor plans within the system. It covers everything from setting up area dimensions to placing interactive hotspots for asset tracking.
How do I access the Floor Plan management tool?
To get started with your floor plans, you need to navigate to the main dashboard and locate the settings menu. From there, you will select the Floor Plans option which will bring up your current library of uploaded maps and layouts.
💡 Action Steps
Navigate to the main dashboard
Open the settings menu
Select the Floor Plans option
How do I upload a new floor plan image?
When you are ready to add a new layout, click on the Add New button. You will be prompted to select a file from your computer; ensure you are using a high-quality JPEG or PNG file for the best clarity. Once selected, click Upload to bring the image into the editor.
💡 Action Steps
Click the Add New button
Select a JPEG or PNG file from your computer
Click the Upload button
How do I set the scale for my floor plan?
After your image is uploaded, you need to set the scale so the system understands the real-world dimensions. Click and drag the measurement tool across a known distance, such as a doorway or a specific wall, and enter the exact length in feet or meters in the dimension field.
💡 Action Steps
Select the measurement tool
Click and drag across a known distance on the map
Enter the measurement value in the dimension field
How do I define specific areas or zones?
To break your floor plan down into manageable zones, use the Area Tool located in the top toolbar. Click around the perimeter of a room to draw a polygon. Once the shape is closed, you can label this area, such as 'Warehouse A' or 'Main Office', to help with reporting later.
💡 Action Steps
Select the Area Tool from the top toolbar
Click points around the perimeter of a room to draw a polygon
Enter a label for the defined area
How do I place interactive hotspots?
You can add interactive elements by selecting the Hotspot icon. Click anywhere on the map where you want to place a marker. This allows you to link specific assets or data points directly to a physical location on your floor plan.
💡 Action Steps
Click the Hotspot icon
Click a location on the map to drop a marker
Link the marker to an asset or data point
How do I rotate or crop the floor plan image?
If the image orientation is incorrect, use the Rotate button to turn the map in 90-degree increments. If there is too much white space around the edges, select the Crop tool, adjust the bounding box to fit the actual floor area, and click Apply to save the changes.
💡 Action Steps
Click the Rotate button to adjust orientation
Select the Crop tool
Adjust the bounding box
Click Apply
How do I assign a floor plan to a specific building?
To link your layout to a physical site, go to the Location Assignment dropdown menu. Select the building and the specific level or floor number this plan represents. This ensures that the floor plan appears correctly when users filter by location.
💡 Action Steps
Open the Location Assignment dropdown menu
Select the building name
Choose the floor or level number
How do I manage multiple floor plan versions?
In cases where a layout changes, you can use the Version History tab. Here you can see previous uploads and choose to Set as Active for the version you want users to see. This prevents you from having to delete and recreate zones every time a minor change occurs.
💡 Action Steps
Click the Version History tab
Review previous uploads
Click Set as Active on the desired version
How do I delete or archive old floor plans?
If a floor plan is no longer needed, click the three dots next to the floor plan name and select Archive. If you are certain you want to remove it permanently, select Delete. Note that deleting a plan will also remove any associated hotspots and area data.
💡 Action Steps
Click the three dots (menu) next to the floor plan name
Select Archive to hide it
Select Delete to permanently remove the plan
How do I save and publish my changes?
Once you have finished configuring your zones and hotspots, you must click the Save button in the bottom right corner. To make these changes visible to all users across the platform, click the Publish button to finalize the update.
💡 Action Steps
Click the Save button
Click the Publish button