The Event Playbook can be used to create a schedule of various sessions and activities throughout the event (e.g., conference tracks, booth duty, meetings with clients, speaker sessions, demos, technical talks, etc.).
Changing the Numbers of Days in the ‘Prep’ and ‘Afterward’ Sections
The Event Playbook date range spans across a number of days prior-to and after the event (as shown under the ‘Prep’ and ‘Afterward’ sections of the Playbook tab) — this provides the ability to create schedules for activities that typically take place outside the date range of the event itself (e.g., welcome social, networking sessions, after-party, etc.); such activities tend to be scheduled a day-or-so prior to the start of the event, or, a day-or-so after the event ends. Therefore, the recommended date range setting for the Playbook is no more than 3 days prior to the event start date, and no more than 3 days after the event end date.
In order to change the Playbook’s number of days prior-to and number of days after the event, use the Event Layout Settings tab (accessible under the extended menu of the event tab strip).
Pro-tip: Entries in the Event Playbook can be synced with third-party calendars (like Google Calendar, and Outlook). For more information about syncing ExhibitDay with your calendar system, please see this blog post.
You can now specify Pull Notes for your Assets in ExhibitDay.
Pull Notes are instructions for pulling an Asset from storage. For example, Pull Notes can include specific instructions for packing the Asset, or, specify the mandatory parts that should be included.
Pull Notes can be specified when editing an Asset (in the [Manage Assets] area).
When you generate an Asset Pull Sheet that includes a reservation for an Asset that has Pull Notes specified, the Pull Notes will be included on the Pull Sheet (under the line-item for the Asset).
You can now view your list of events in ExhibitDay in a customizable grid format.
Use View Preferences drop-down (top-right corner of the main Events page) to switch to the Expert Grid view.
Customizing the Grid
You can customize the Expert Grid to show the majority of the built-in event fields as well as any custom fields you may have configured under the Event [Info] and [Booth] tabs. The grid columns are sortable, filterable, groupable, and resizable.
Adding Columns to the Grid
You can add additional columns to the grid using the drop-down menu from any of the column headers. The new columns that you add appear in the right (unlocked) section of the grid.
Pro tip: In addition to the built-in ExhibitDay Event fields, you can add any custom fields you have configured under the Event [Info] and [Booth] tab.
Moving Columns
You can change the position of a column by click-and-dragging the column’s header.
Resizing Columns
You can resize a column by click-and-dragging its right border.
Locked Columns
Locked columns are frozen columns on the left section of the grid. Locked columns stay frozen on the screen as you scroll to the right section of the grid to view the remaining/unlocked columns.
How to Lock a Column
You can lock an unlocked column by either:
Click-and-dragging the column header into the left header section, or,
Using the column header drop-down menu.
Advanced Options (Filtering and Grouping)
You can filter your list of events using the filter button located on the top-right corner of the main events page. These filters are the most commonly used filters and cover the majority of use-cases. If you wish to enable additional filters on the grid, you can enable column-level filtering (and grouping) under the grid’s Advanced Options (accessible from the grid settings menu located at the top-right corner of the grid).
Full-Screen Mode
You can view the grid in Full-Screen mode using the full screen toggle button (located at the top-right corner of the grid).
Pagination
By default, the grid is paginated by groups of 50 events per page. You can use the navigation controls at the bottom of the grid to change the default page size and navigate through the pages.
Resetting the Grid Layout Back to Default Settings
For your convenience, ExhibitDay automatically saves the layout changes you make to the grid (e.g. when you add/lock/resize columns) so that the grid looks the same whenever you come back to it. You can reset the grid back to its original/default settings from the grid settings menu (located at the top-right corner of the grid).
Video Tutorial
Grouping Events by Month and Participation Status
Steps:
Make sure Grouping is enabled in your Grid Settings.
You can now add Drop-Down Lists as custom fields in your ExhibitDay Workspace.
To add a custom Drop-Down List to the Event [Info] tab or the Event [Booth] tab, go to Workspace Settings > Customize Event Fields. There, you can add a new Drop-Down List and specify its name, as well as the list of available options.
Once a custom Drop-Down List has been added to your ExhibitDay Workspace, it will automatically show up under each event’s Info/Booth tab.
You can now specify a Role for each Attendee of an Event in ExhibitDay.
Assigning Roles to Event Attendees
To assign a Role to an event attendee (under the event [Staff] tab), click on the edit drop-down next to the attendee; then, select the “Specify Role” option.
Default Attendee Roles for Users and Resources
A Default Event Attendee Role can be specified for each user/resource in your ExhibitDay Workspace (under Workspace Settings > Users & Permissions). If a user/resource has a Default Event Attendee Role specified, they will automatically be tagged as that role the next time they are added as an Attendee of an Event (under the Event [Staff] tab).
Adding Custom Event Attendee Roles
If there are additional roles that you would like to include in your ExhibitDay Workspace, you can add your own custom roles (under Workspace Settings > Customize Event Fields > Customize Event Attendee Roles).
