Create a diagram

1. On the Events page, do one of the following:

   • If the event already has existing diagrams, click Add Room Plan. The Create Room Plan page displays.

   • If the event does not have existing diagrams, click Create Room Plan. The Create Room Plan page displays.

2. On the Create Room Plan page, enter the Plan Name.
3. Enter the number of Attendees, if applicable. 
4. Select whether to enable 3D Sharing for this diagram. If On is selected, update the 3D Share Expiration date.

5. Select the Meeting Space.

   You can filter the list of Meeting Spaces by name, or by selecting the Filter by Attendees checkbox. With this checkbox selected, meeting spaces display only when the number of attendees is more than 50% of the meeting space's capacity. This is to maximize potential revenue and prevent underselling.
   
   By default, all meeting spaces that meet the selected setup style and attendees criteria display. Meeting space availability is not considered when displaying results.

6. Click Create Room Plan to continue editing your new diagram. The drawing canvas displays.

   To upload a MeetingMatrix file, click Upload a MeetingMatrix File. See Import diagrams for more information.
   To import a diagram from a URL, click Import a Room Plan from a URL. See Import diagrams for more information.
   

7. If available, click Automatic Layout and select the setup style for your event. The setup style selected for the event displays by default. If automatic layout is unavailable for your meeting space, proceed to step 12.

   Automatic layout populates the diagram using the event attendance, rounding up to make complete rows or tables. The maximum capacity of the meeting space is used if the number of attendees does not fit.

8. If applicable, further define the setup style by selecting a Room Arrangement.

   Available room arrangements

   • Standard () is available for banquet, classroom, and theater.

   • Chevron () is available for classroom and theater.

     You can adjust the Chevron Angle from the layout tools, if necessary.

   • Staggered () is available for banquet and theater.

9. Use the automatic layout menu options to make updates as necessary.

   Automatic layout menu options

   Staging Options

   Select to add a podium, screen, stage, head table, dance floor, or stage steps.

   The default location of these resources is defined in Seating preferences.

   Attendees

   By default, automatic layout populates the diagram using the event attendance. However, you can adjust the configuration with a different number of attendees here.

   Aisle Options

   You can use these options to adjust the width of your perimeter aisles, and the amount and size of your center and cross aisles.

   Select Retain original front aisle width to maintain the original front aisle width regardless of any stage-related objects. All seating style objects that overlap the staging objects are removed.

   Aisle options can be further defined in design mode in the Advanced Options area of the Aisles section in a growable object's settings menu.

   Distance

   You can use these options to adjust the distance between rows, tables, chairs, booths, and chairs at tables.

   The options that display depend on the Setup Style selection.

   Direction

   Select the orientation of your setup style.

   Numbering, Table Type, Table Size, Chair Arrangement, and Chairs per Table

   Use these options to organize and configure your layout when tables are used.

   These options display only when the setup style includes multiple tables.

   Chair Size

   Select an available chair size from the list.

   The options that display depend on the Chair Type selection.

   Chair Type

   Select an available chair type from the list.

   Group Seating Objects

   Select this checkbox to group your setup style resources together to be able to edit and move all resources at the same time.

10. As you make changes, click Update Room Plan if prompted.

11. If necessary, click Resource Descriptions to display the description, dimensions, and count of each object in the diagram.

12. Click Design Mode and use the drawing canvas to customize the diagram as needed.

13. Do one of the following:

    • To save the room plan for the current booking and event, click Save ().

    • To save the room plan for a different booking or event, click Save As ().

      • Enter the Plan Name.

      • Click Change to select another booking or click Create New to associate the diagram to a new booking.

      • Click Change to select another event or click Create New to associate the diagram to a new event.

      • Click Save.

Instead of going through the process of creating a brand new diagram, you can link an existing quick room plan to your event.

1. On the Events page, click Link Quick Room Plan to Event (), next to the event. The Link Quick Room Plan to Event page displays.

2. Ensure the Link copy of Quick Room Plan to Event checkbox remains selected.

   If this checkbox is cleared, the existing quick room plan converts to a diagram on this event, and is no longer available as a quick room plan.

3. If necessary, use any of the available filter options to find the applicable quick room plan.

4. Select the checkbox next to the quick room plan and click Link. The Events page displays with a copy of the quick room plan linked to the event.