A Preset is a reusable Floor Plan tied to your venue rather than to a single event. Edit a Preset and every event you apply it to inherits the changes — drafts automatically, published events whenever you choose to publish. Presets save you from rebuilding the same room over and over and let you keep all your venues in sync.
How It Works
You create a Preset from the Floor Plan presets section. Each time you create an event, you can apply that Preset to give the event a ready-made Floor Plan to customize. The Preset keeps track of which events are using it (active and draft), and a single edit can ripple out to all of them.
Presets are marked with a Preset badge in the editor header, so you always know whether you're editing a one-off Floor Plan or a shared template.
Create a Preset
Go to Offers preset > Floor Plan presets
Click Create new Floor Plan
Fill in the modal (name, description, image, optional menu PDF)
Click Continue
The Floor Plan opens in Design Mode with the Preset badge shown in the header. From there, build areas, add seating, group items, and assign offers exactly like a normal Floor Plan.
(Full walkthrough of the create modal: see the Create a Floor Plan article.)
Apply a Preset to an Event
When you're setting up a new event's Floor Plan, the create modal shows your existing Presets under or select an existing Floor Plan:
Open the Event → Offers tab → Create new Floor Plan
Pick one of your Presets from the list
The event gets a Floor Plan based on the Preset, ready to customize for that specific event
Changes you make to the Preset later can be pushed to this event (see the Preview and publish your Floor Plan article).
The Preset Header — at a Glance
When you open a Preset, the header shows everything important:
Thumbnail, name, and description
Preset badge
Active events count — how many published events are using this Preset
Draft events count — how many draft events are using this Preset
Preview button — opens the customer view (event picker if 2+ events)
Three-dots menu — Edit Floor Plan, Duplicate, or Delete
Click the active or draft events counter to open the Events drawer and see the actual list.
See Which Events Use a Preset
From the Preset header, click the active events or draft events count
The Events drawer opens on the right
Switch between the Active and Drafts tabs
Each event in the list shows its name, schedule, and cover image
Click Load more if there are more events than the initial page
Click an event to open it in a new tab
Empty tabs show "No active events" or "No draft events" — useful confirmation that a Preset is or isn't in use yet.
Duplicate a Preset
Need a starting point for a similar venue or a variant of the same layout (e.g., a "summer terrace" version)?
Open the Preset
Click the three-dots menu in the header
Choose Duplicate
A copy is created with all the areas, seating items, groups, colors, and selection behaviour preserved. Offer assignments are not duplicated by default — you'll assign offers in the new copy when you're ready. A success toast confirms: "Floor Plan preset duplicated successfully."
The duplicate appears in your Floor Plan presets list as an independent Preset — editing it doesn't affect the original.
Edit a Preset → Push Changes to Events
Open the Preset
Make your changes in Design Mode and / or Offers Mode (auto-save keeps everything safe)
When you're ready, click Publish (or Publish and exit)
The Publish changes drawer opens listing every event linked to this Preset
Draft events are picked up automatically — the banner reminds you: "You only need to select published events to push live changes."
Select which published events should receive the changes
Click Confirm
Customers in the events you selected see the new layout / offer setup on the next page load.
Delete a Preset
Open the Preset
Click the three-dots menu
Choose Delete
The Delete Floor Plan? modal shows the impact:
"This Floor Plan is currently used in {count} active events…"
"If you delete it, it will no longer appear in those events and will be permanently removed."
If the Preset is in active use and removal would break dependencies, the modal explains what will be affected. If a conflict happens (another user edits while you're reviewing), you'll see the impact updated and need to review again before confirming.
A clean Preset with no dependencies shows "This Floor Plan has no active dependencies." — safe to delete.
Good to Know
Presets are venue-level, not event-level — they're meant for layouts you'll reuse. One-off rooms don't need to be Presets
Editing a Preset is the same as editing any Floor Plan — Design Mode, Offers Mode, auto-save, Publish. The only difference is the Preset badge and the multi-event Publish flow
Drafts inherit changes automatically — every save to the Preset flows into linked drafts. You only need to actively publish to events that are already live
Active vs draft counts are live — the numbers in the header update as events are created, published, or deleted
Duplicating preserves layout, not assignments — handy if you want the same room shape but different offers for a new event format
Preview always needs an event — Previewing a Preset that's not linked to any event yet isn't possible. Create or link an event first, or preview from one of the events using the Preset
Delete is permanent for unused Presets, scoped for used ones — the modal always tells you exactly what will happen before you confirm
If you have any other questions, contact support@xceed.me