Overview
Use the Floor plan editor to create visual layouts for your location. A floor plan can include floor plan units, bookable resources, visual assets, boundaries, openings, zones, and transitions to other layouts. Go to Settings → Floor plan editor. You need access to floor plans and the related inventory records.Plan your layout
Before you start, decide which floors or areas need separate layouts, identify the resources and floor plan units that should appear, and prepare any background images or asset information you need.Create a layout
1
Open the Floor plan editor
Select Settings → Floor plan editor and create or open a floor plan.
2
Create the visual layout
Add the layout structure, including its dimensions, background, boundaries, openings, and named zones where needed.
3
Add units and assets
Place floor plan units and visual assets at their physical positions. Link a unit to the relevant resource or operational use.
4
Set variants and transitions
Add variants when a unit needs different visual states. Add transitions where customers or staff need to move between layouts, such as floors or buildings.
5
Review connected workflows
Confirm that the layout, units, resources, and any contract assignments refer to the intended location.
Key concepts
How floor plans are used
Floor plan units can be connected to reservations and to customer plan contracts. Keep the visual layout aligned with your live resources and unit assignments so that staff and customers see an accurate representation of the space.Best practices
- Create one layout per floor or separately navigable area.
- Use stable names for plans and units; those names are easier to recognise in reservations and contracts.
- Update the layout when desks, offices, or resources change physically.
- Review any connected reservations before removing or repurposing a unit.