Link a Customer to a Booth on the Floorplan

This guide walks you through linking a customer to a booth in the Organiser Portal floorplan so that the booth is assigned to the correct exhibitor. You need access to the Organiser Portal and the event floorplan. You will open the floorplan, select a booth, choose a booth package, select a customer, and confirm. The result is a booked booth with the customer assigned.

Estimated time is 5–10 minutes.

Tip: confirm the floorplan selection and booth number before assigning.

Tip: verify totals before confirming.

Step-by-Step Quick Text Guide

- Open the floorplan area for your event.

- Select the correct floorplan if multiple exist.

- Click the booth to open its detail popup.

- Choose Select Booth Package.

- Choose Set Customer → Select Customer.

- Review price, VAT, and totals.

- Click Confirm on the confirmation view.

- Close the success view.

Common Mistakes & Fixes

- Wrong floorplan selected → Switch to the correct floorplan, then re-open the booth.

- Customer not selected → Choose a customer to enable confirmation.

- Incorrect package selection → Reopen Select Booth Package and select the intended package.

- VAT or totals look incorrect → Recheck VAT percentage and totals before confirming.

- Missing permission → Request organiser permissions from your admin.

FAQ

Q: Where do I start?

A: Use the floorplan area in the Organiser Portal and select the correct floorplan.

Q: Which fields are always required?

A: Select Booth Package and Select Customer.

Q: Can I change the customer after confirmation?

A: Yes, reopen the booth popup and update if your role allows edits.

Q: How do I recover from a failed confirmation?

A: Reopen the popup, verify required fields, and try Confirm again.

Q: Who can link a customer?

A: Users with organiser permissions for floorplan and booth sales.