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

Choose whether to display the Reserve button, the Buy button, both of them, or neither. The difference is that the Buy button lets you collect payments. To set the buttons, go to your Dashboard , scroll to the "Booth reservation" section and toggle the buttons on or off. The toggles names are "Show 'Reserve' button — no payments collected" and "Show 'Buy' button – collect payments".

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.

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

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

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

That is what the instructions will look like:

To do this, go to Sales & Reservations - Reservation and fill out the corresponding fields as shown below:

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

This way, your exhibitors will be able to select the booth on the floor plan and proceed with the reservation on your side.

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 Sales & Reservations - Reservation Settings, check the box No more than __ booths per exhibitor and insert the limit number.

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

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

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

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.

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

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

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:

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.

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.

If you'd like to release the On Hold status after a certain number of days, check the Release "on hold" after ___ days box and enter the number of days the booth will be held. The booth will be released and available again once the selected time ends.

There are several ways to add or remove the On Hold status.

Go to Exhibitors . If there is a blue hand next to a booth you no longer want held, click the hand to remove the On Hold status from the booth. If you want to hold a booth, hover your mouse next to the booth number and click the outline of a blue hand that will appear.

Go to Exhibitors and choose the company you need. Scroll to the "Booths & Extras" section and click On Hold for the particular booth to add or remove its "On Hold" status.

Go to Floor Plan  – Booths. If there is a blue hand next to a booth you no longer want held, click the hand to remove the On Hold status for the booth. If you want to hold a booth, hover your mouse next to the booth number and click the outline of a blue hand that will appear.

Go to the Designer . Select a booth and toggle the On Hold status on or off.

It is possible for you to see only the exhibitors who are currently On Hold. Go to Exhibitors , click More filters, find the "On Hold" filter, and choose Yes.

You can now export the list of exhibitors on hold or mass e-mail them.

If you decide not to have certain exhibitors at your show, you will still have access to their information to contact them later. If you've chosen the option Release "on hold" after ___ days, there is no need to do anything — the booth will become available automatically. Otherwise, you can unassign a booth from the exhibitor as shown above.

To see all unapproved companies, go to Exhibitors ,  click More filters, and use the Without booth filter.

You can now export the list or mass e-mail the addresses on the list.

By default, all the exhibitors with pending reservations are hidden on the floor plan. To show them instead, go to Floor plan setting, scroll to the "What companies to show" section, and uncheck the box Hide companies that are "on hold".

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:

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

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