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).
While some trade shows are postponed or canceled indefinitely in light of the COVID-19 pandemic, others are going digital. With the ubiquity of the Internet and availability of online connectivity tools, Virtual Events have quickly become the Event Industry’s primary response to the pandemic.
We are all in this together; and, as always: The Show Must Go On…
We just released the ability to tag your Events in ExhibitDay as In-Person or Virtual.
Adding Virtual Events
When adding a new event, you can now choose the format of the event (In-Person or Virtual).
Tagging Existing Events as Virtual
You can change the format of your existing events in ExhibitDay using the new Event Format Drop-down(top-right corner of the event page).
Virtual Events: Filtering by Event Format
On the main Events page, your virtual events will have the Virtual Event icon next to them. You can filter the Events page by event format (In-Person or Virtual).
You can now attach any number of files to Tasks, Sponsorships, Playbook Scheduled Items, and Booth Services in ExhibitDay.
To attach files, simply click the [Add Attachment] button when you’re adding or updating Tasks, Sponsorships, Playbook Items, or Booth Services in ExhibitDay.
You can manage your Storage Locations for your Assets in ExhibitDay by expanding the [Manage Assets] dropdown menu. On the Storage Locations page, you can add a new Storage Location, or, browse to existing Storage Locations in your ExhibitDay workspace.
Storage Location Details
When you click on any of your existing Storage Locations, you’ll be taken to the Storage Location Details page. On the Details page, you’ll see:
A list of your Capital Assets stored at this location.
A list of your Collateral Transactions involving this location (i.e. all collateral inventory adjustments and event reservations for this location).
Logs – history of all transactions and reservations for this storage location.
You can edit the Storage Location’s name and address using the “Edit Location” link (towards the top of the page).
Deleting a Storage Location
You can delete a Storage Location by clicking the [Delete this Location] link on the extended menu of the tab strip (on the Storage Location Details page).
Note: When deleting a Storage Location that has any Capital Asset(s) or Collateral Transaction(s) associated with it, prior to deleting the location, you must choose another location to transfer the associated Capital Asset(s) and Collateral Transaction(s) to.
Trade Show Capital Assets are Fixed Assets (like your Booth, or, your Displays) that get borrowed from storage, and are expected to return back to storage after each trade show.
ExhibitDay‘s default reservation policy prevents you from reserving a Capital Asset if it is already reserved for another event during the same reservation period.
Changing the Reservation Policy for a Capital Asset
In order to change the reservation policy for a given Capital Asset in your ExhibitDay workspace, click on [Manage Assets], then select the Capital Asset you would like to modify. On the Asset view page, click “Reservation Policy” under the extended menu of the tab strip.
Capital Asset Reservation Policies
There are three different Reservation Policies that can be set for a given Capital Asset: Strict, Moderate, and Liberal.
Strict (default policy)
The Asset is available for reservation only on dates when no other reservation is made. Example: If the Asset is checked out or reserved from Feb 17, 2021, to Feb 21, 2021, no other reservation can be made during those dates (not even on the return date — Feb 21, 2020). The next date asset can be checked out or reserved will be the day after this Asset has been returned to storage — Feb 22, 2021.
Moderate
The Asset is available for reservation on dates when no other reservation is made, plus, the check-out and return date of all reservations (i.e. the asset shows as ‘Available for Reservation’ on the first and last day of a given reservation). Example: If the Asset is checked out or reserved from Feb 17, 2021, to Feb 21, 2021, no other reservation can be made Feb 18, 2021 – Feb 20, 2021. This allows you to reserve the Asset for another event on the check-out date as well as the return date (e.g. the Asset arrives to storage on the morning of Feb 21, 2021, and gets checked out for another event the afternoon of Feb 21, 2021).
Liberal
No blocked dates — the Asset will always show as “Available for Reservation” (even if other/conflicting reservations exist). Example: If the Asset is checked out or reserved from Feb 17, 2021, to Feb 21, 2021, the system will allow other reservations to be made during the same time period.
