EventPro Planner Manual

Add a Single Booth

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Add a Single Booth

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Add a Single Booth

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1.Click on the Exhibitor Setup tab in the Event Setup window.
2.Select the Booths tab.

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3.Click the New button to the right of the selection grid.  This will allow you to add individual booths.  If you want to add several booths that will have similar features and characteristics, see Add Multiple Booths below.
4.The Event Booth [New] window appears, containing five tabs: Booth, Booth Details, Notes, Promotion Notes and Taxes.
Click to expand/collapse textBooth

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1.Enter the booth number in the Booth # field.
2.From the Booth Type drop-down list, select a type from the pre-defined list. You created these booth types earlier in your General Lookup Tables (see Chapter 2: Setting Up EventPro Planner, Step 5: General Lookup Tables, Booth Types). If the booth type you require does not appear, you must return to Setup | General Lookup Tables to add it.
3.Enter Booth Description.
4.If you want to allow more than one exhibitor to be assigned to a booth at the same time, check the Ignore Conflicts checkbox.
5.Enter the booth’s dimension in the Length and Width fields. The Area will automatically calculate from the length and width, but you can enter a different number to reflect irregularly shaped spaces. These numbers can represent any unit of measurement you require – feet, meters, etc.
6.Under Charges, choose the corresponding budget item from the Budget drop-down list.  Budget items are complied in Chapter 5: Set Up an Event, Budget Setup.  If you have multiple budgets for this event, choose the applicable budget from the Allocate To drop-down list
7.Enter the rent fee in the Booth Charge field.  The Total Pre-Tax, Total Tax and Total Tax In will automatically calculate according to the taxes set in the Taxes tab.
Click to expand/collapse textBooth Details

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Here, you can add details to the booth. At this point, you are creating a booth that will be available for the event in general, not for any particular exhibitor. When you later assign booths to specific exhibitors, you can customize booth resource items and other characteristics according to the requirements of the exhibitors.

1.Click the New button to the right of the selection grid.
2.The Event Booth Details [New] window will appear.
3.There are three tabs in the Event Booth Details [New] window: General, Comments and Taxes.

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4.Under the General tab, choose a Category from the drop-down lists.  You just set up these categories and resource items earlier in the event setup process; see Organization Setup: Resources above.
5.To select an item, click the ellipsis next to the Item field.  The Lookup window appears.
6.If you cannot see the item, begin entering the name of the item in the Search Characters field.  When you find the item you want, select it and click OK.

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7.If you want to Edit an item or create a New item, click the Edit or New button at the bottom of the window.  The Resource Item [Edit] or Resource Item [New] window will open. Enter your changes or new information and click Save.  Your changes or new item will be saved in the Organization Setup | Resources tab.
8.You will return to the Lookup window.  Select the edited or new item and click OK to return to the Event Booth Details [New] window.
9.After you select an Item and return to the Event Booth Details [New] window, the Charge will default to the charge you entered when setting up this item in your Resources, but you can change it if you like.
10.Enter the Quantity of items required for this booth.
11.Under the Notes tab, enter any additional notes about this Booth Detail. Click the Word Processor icon to create a more sophisticated and detailed document (review Chapter 14: Letter and Label Templates, Word Processor).
12.Under the Taxes tab, check the boxes next to the taxes that should apply to this item when included in this booth.  Refer to Event Taxes and Default Taxes above for more information about taxes setup.
13.Click Save.
14.You will return to the Booth Details tab of the Event Booth [New] window and the item will be added to the selection grid.   Continue adding booth details as required.
15.To edit, view or delete booth details, select the appropriate item and use the Edit, View or Delete buttons to the right of the selection grid.
Click to expand/collapse textNotes

Enter any additional information about this booth.
Click to expand/collapse textPromotional Notes

Enter any promotional information about this booth.
Click to expand/collapse textTaxes

Check the boxes next to the taxes that should apply to this booth.

Refer to Event Taxes and Default Taxes above for more information about taxes setup.
5.When you have entered all the information you need for this booth, click Save.  It will be added to the selection grid under the Booths sub-tab.
6.Continue adding as many booths as you need for this event.
7.When you later assign booths to exhibitors in Chapter 11: Booths and Exhibitors, Assign Booths to Exhibitors, the assigned exhibitor will appear under the Assigned To column in this selection grid (you may need to scroll to the right to see this information).