A Floor Plan starts as a blank canvas with your venue image as the background. From there you'll add areas and seating items in Design Mode and assign offers in Offers Mode. This article covers just the first step: getting the Floor Plan created and the metadata right.
Create a Floor Plan as a Preset
Go to Offers preset > Floor Plan presets
Click Create new Floor Plan
Fill in the modal
Click Continue
The Floor Plan opens in Design Mode with the Preset badge in the header.
What Goes in the Modal
Name (required) — Internal name used to identify this Floor Plan. Customers don't see it
Description (optional) — Internal note to help you and your team remember what this Floor Plan is for. Customers don't see it either
Image (required) — The background Floor Plan image. JPG or PNG, up to 10 MB and 4000 px on the longest side
Menu PDF (optional) — A downloadable PDF customers can open from the Floor Plan, typically used for bottle menus
If you're creating from an existing Preset, you'll also see a list of available presets under or select an existing Floor Plan — picking one creates a new Floor Plan based on that Preset's layout, ready to customize per event.
Edit Floor Plan Details Later
Need to change the name, swap the image, or upload a new PDF after the fact?
Open the Floor Plan
From the header, click the three-dots menu
Choose Edit Floor Plan
Update any of the fields and save
The image upload shows a brief loading state in the header thumbnail while it processes.
The Header After Creation
Once your Floor Plan is created, the editor header gives you everything at a glance:
Thumbnail of the Floor Plan image
Name and description
Tags showing whether this is a Preset, plus the number of active events and draft events using it (click these to open the related events drawer)
Preview button — see the Floor Plan exactly as a customer would
Three-dots menu — Edit, Duplicate, or Delete
Below the header, the bottom action bar gives you the controls to actually build the layout: Add area, Add seating item, and the Design / Offers mode switch.
Good to Know
Name and description are private — they're only for your team. The names customers actually see are the Area names you create later in Design Mode
One image per Floor Plan — you can swap it via Edit Floor Plan, but the layout you've drawn (areas, seating items) stays on top, so try to lock in your image early
The menu PDF is public — if you upload one, customers can download it from the Floor Plan view, so make sure it's the right file
Presets are reusable, single-event Floor Plan are not — if you're going to use the same layout for more than one event, create it as a Preset from the start. You can't convert a single-event Floor Plan into a Preset later
The welcome popup appears once per mode — tick Don't show it again if you're confident, or leave it on for new teammates
If you have any other questions, contact support@xceed.me