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Customizing reservation process and exhibitor journey
Customizing reservation process and exhibitor journey

See our advanced reservation options.

Kristina Belenova avatar
Written by Kristina Belenova
Updated over a month ago

Now that we've seen the default reservation process, we can dive into customization and working with reservation settings.

Customizing live view

You can use the Settings - Floor plan section to:

The Designer can be used to distinguish available, on hold or sold booths with different colors.

Reserve vs. Buy

Choose whether to display the Reserve button, the Buy button, both of them or neither. To do that, go to your Dashboard , scroll to the "Booth reservation" section and toggle the buttons on or off:

Reserve/buy page showing additional instructions in box

Please, note that to use the Buy button and collect payments from exhibitors, you need to set your payment gateway and display booth prices. See more details here.

Show instructions on available booths

To display instructions, go to your Dashboard , scroll to the "Booth reservation" section and click Edit next to "Instructions on how to reserve a booth."

Process for showing instructions on available booths

They will be displayed on all available booths as shown below:

Floor plan showing reservation instructions in box with arrow pointing to them

Continue reservation on your side

You can change the "Reserve" button to redirect companies to another exhibitor registration form instead of ours.

Reserve/Buy page

All of the options below can be found in Settings - Reservation.

Reservation settings page with "Reservation" in box with arrow pointing to it

Don't forget to save your changes.

Show instructions on Reserve/Buy page

You can display additional instructions to reserve booths at the top or bottom of the page.

That is what the instructions will look like:

Reserve/Buy page showing additional instructions in box

To do that, go to Settings - Reservation and fill out the corresponding fields as shown below:

Detail from reservation settings page with top and bottom of page instructions section in boxes with arrows pointing to them

Limit the booth amount per exhibitor

By default, exhibitors have a choice to add more booths on the Reserve/Buy page and later on the Exhibitor Portal. However, you can restrict it.

Go to Settings - Reservation, check the box No more than __ booths per exhibitor and insert the limit number.

Detail from reservation settings page with "booths per exhibitor" section in box with arrow pointing to it

Note, that you can still manually assign more booths to exhibitors with no restrictions.

Collect company information

Company name is always required for booth reservation, however you can also choose to collect VAT number, company address and contact information (name, email, phone).

Scroll down to "Ask to fill out" section to select the checkboxes.

Detail from reservation settings page with "ask to fill out" section in box with arrow pointing to it

Include your terms and conditions

You can ask your exhibitors to agree to the terms of the contract, a terms and conditions policy, a privacy policy or any other agreement.

Scroll down to Add "I agree..." checkbox before Buy/Reserve button with the text below. You can change the text in the field and hyperlink relevant pages.

Detail from reservation settings page with "i agree" checkbox option in box with arrow pointing to it

Modify listing levels, sponsorships, extras

You can create, remove and limit your sponsorships and extras. See more details in this article.

Use discounts and collect down payments

Manage your currency, sales tax and down payments in Settings - Money. Create discounts and promo codes in Reservations - Discounts.

Money settings section of Dashboard with "money" in box with arrow pointing to it

After the reservation is complete

In Settings - Reservation, you can also customize the workflow for when the booth reservation process is completed.

Forward to Exhibitor Portal

The Exhibitor Portal allows your exhibitors to see and manage their reservations and profiles. See more about its functionality in detail in this article.

You can show a custom message at the top of the Exhibitor Portal (see the default message in the below screenshot). To change it, scroll down to the "After reserve/buy complete" section:

Detail from reservation settings page with "go to exhibitor portal and show this message" in box with arrow pointing to it

Forward to your page instead

If you'd like to redirect your exhibitors elsewhere, scroll down to the "After reserve/buy complete" section and switch from the default choice (Exhibitor Portal) to "a page on your website." Then, insert the URL in the corresponding field.

Detail from reservation settings page with "a page on your website" forwarding option in box with arrow pointing to it

On Hold vs. Reserved

By default, after the reservation is completed, the booth status changes to Reserved, and the exhibitor profile is shown on the floor plan. However, you can place the booths "On Hold" if you want to approve the reservations first.

More details are covered in this article.

Send email

And last, but not least, choose whether to send a reservation confirmation email, an invoice email or neither. You can customize the text of the emails and attach documents. More details about sending emails are covered here.

To set your preferences, scroll down to the "Send email" section at the bottom:

Detail from reservation settings page with "send email" section in box with arrow pointing to it

Click on the type of email to get forwarded to its template.

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