Interactive Floor Plan Editor Overview

SOP: Managing and Editing an Interactive Floor Plan

Objective

This SOP explains how to access, edit, and enhance an interactive floor plan after the initial PDF-to-interactive build is completed. It is designed to help team members make booth adjustments, apply labels/tags, and use sharing/embed tools confidently and consistently.

Key Steps

1. Prepare the Floor Plan for Build 0:02

• If this is the first setup, send a high-resolution PDF of the floor plan to the support/build team.

• Wait for the initial interactive floor plan build to be completed before making edits.

• Confirm the floor plan has been converted into an interactive version before proceeding.

• 
  

2. Access Floor Plan Settings and Sharing Options 0:21

• Navigate to the Floor Plan area in the platform.

• Review available settings such as: 

  • Public floor plan link for sharing without login.

  • Maximum booth selection limit for exhibitors.

  • Default zoom level for initial viewing.

• Use these settings only when needed; most day-to-day work happens in the editor.

3. Use the Floor Plan Editor for Most Changes 1:04

• Open the Floor Plan Editor to make booth and layout changes.

• Use this area for the majority of adjustments, including booth movement, resizing, rotation, and labeling.

• Treat the editor as the primary workspace for maintaining the interactive map.

4. Use Top Toolbar Tools for Quick Actions 1:19

• Use the toolbar for common actions such as: 

  • Zoom in / zoom out

  • Undo / redo

  • Delete

• Use the image icon to add hosted images, logos, or arrows as draggable and resizable interactive elements.

• Use the embed/iFrame icon to copy code for placing the live floor plan on a website.

• Use the public link option to share a view-only version with anyone who has the link.

5. Move, Resize, Rotate, and Duplicate Booths 2:54

• Click and drag a booth to reposition it.

• Resize or rotate booths as needed.

• Use right-click hotkeys when available for faster editing.

• Duplicate booths when needed (for example, to create a similar booth layout) and then adjust placement.

6. Make Bulk Changes to Multiple Booths 3:54

• Select multiple booths by clicking and dragging across them.

• Apply changes in bulk instead of editing each booth individually when possible.

• Bulk-edit common properties such as: 

  • Booth color

  • Position

  • Other booth settings

• Use this method to save time when updating clusters of booths.

7. Fine-Tune Booth Placement with Keyboard Controls 4:32

• Use the mouse to place booths roughly where they belong.

• Use the arrow keys for small, precise adjustments when alignment is difficult.

• Zoom in to improve snapping accuracy and make placement easier.

• Use keyboard nudges when a booth is only slightly off position.

8. Select Booths Correctly for Editing 5:23

• Make sure the cursor covers the entire booth area when selecting.

• If selecting multiple booths, ensure the selection box is wide enough to include all intended booths.

• Do not worry about perfect precision; partial overlap will still select the booths within the covered area.

• If booths are not clustered together, use multi-select methods instead of dragging across the whole map.

9. Select Non-Adjacent Booths Using Shift 6:10

• Hold Shift while clicking booths that are not next to each other.

• Continue holding Shift to add additional booths to the selection.

• Use this method to apply the same change to scattered booths without selecting everything in between.

• This is especially useful for color updates or shared property changes.

10. Edit Booth Properties from the Right Panel 6:36

• Click a booth to open its settings in the right-side panel.

• Update booth details such as: 

  • Booth number or label

  • Occupied/unoccupied colors

  • Font size

  • Booth shape (for example, circle)

  • Booth dimensions

• Use exact dimensions here when drag-and-drop placement is not precise enough.

11. Apply Legend Labels for One-to-One Booth Classification 8:08

• Use legend labels when a booth should belong to a single named category.

• Examples include premium, gold, silver, or island booth classifications.

• Create the legend label through the Manage option.

• If needed, enable color override to assign a unique unoccupied color while keeping the occupied color consistent across booths.

• Confirm the legend appears correctly on the exhibitor/attendee-facing floor plan.

12. Add Tags for Multi-Category Booth Identification 9:29

• Use tags when a booth needs multiple identifiers.

• Tags do not use color overrides.

• Add multiple tags to the same booth when needed.

• Use tags to help users search or filter booths by product, brand, or category.

13. Adjust Advanced Booth Styling When Needed 10:00

• Use advanced settings only for special formatting needs.

• Available options include: 

  • Changing opacity

  • Changing border/line color

  • Increasing line thickness

  • Rounding corners

• Use these settings sparingly, as they are typically not needed for standard booth edits.

14. Create Simple Text Callouts Using Booth Styling 10:26

• Use a booth as a text placeholder when you need to label something like an entrance.

• Set the booth label to the desired text and apply it.

• Remove the booth border using advanced settings if the border should not appear.

• Increase font size and reposition/rotate the element as needed.

• Use this method for quick callouts when a CAD/static-layer update is not practical.

Cautionary Notes

• Do not re-upload the static layer unless necessary; this is usually not recommended.

• Be careful when selecting booths—ensure the cursor or selection box includes the full intended area.

• When using color overrides, keep the occupied color consistent unless there is a specific reason to change it.

• Advanced settings should be used only when standard booth editing tools are insufficient.

• Public links and embed codes expose the live floor plan, so share them intentionally.

Tips for Efficiency

• Use bulk selection whenever multiple booths need the same update.

• Use Shift-click to select scattered booths without dragging across the entire map.

• Zoom in before making precise placement adjustments.

• Use arrow keys for micro-adjustments instead of repeatedly dragging with the mouse.

• Use exact booth dimensions in the settings panel when alignment must be perfect.

• Use the public link for quick sharing and the embed code for website display of the live floor plan.

Link to Loom

https://loom.com/share/662b98be95514462877d4581669881ea