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[Events] Table Management

Updated over 2 weeks ago

This article explores the Table Management tab for Bloomerang Fundraising events. For information on table and seating management for Auctions, check out this article.

Table Management is great for events where you want to assign attendees to specific tables and/or seats, such as galas, concerts, speaker events, and more!

Please note: Table and seating management for Bloomerang Fundraising events is included as part of the Giving Essentials package. If you're an admin for your org, you can add Giving Essentials manually on your Plans & Pricing page. Otherwise, contact our Customer Experience team.

Contents:

Click below for a video walkthrough of the Table Management tab and assigning seats.

Please note: Qgiv by Bloomerang is now Bloomerang Fundraising! This video does not yet reflect the new branding and visual layout of the Bloomerang Fundraising platform. Updates are in progress, so check back soon!

Getting Started

To get started, locate your event, click Edit, and then navigate to the Table Management tab.

Table_Management_tab_in_Event_Settings.jpg

The default Table Management option is None.

Select Manual if you’d like to create and assign tables for your attendees. Manual is the best option if you don’t need to assign each guest a specific seat and don’t want to design a layout for your event space.

Select Visual Seating Charts to design an event layout and assign event attendees to seats with an interactive tool.

When you’ve made your selection, click Save Settings to see additional options.

Table Management options and Save Settings button.jpg

Manual Table Management

With the Manual Table Management option, you can create named tables and determine how many seats are open at each one.

Manual Table Management additional options.png

To create a table, click Add New Table.

In the Table Label field, give your table a name.

Table_Label_field.jpg

If you want, you can also assign a Group Name. This is useful if you have several tables designated for a larger group, such as VIPs.

Group_Name.jpg

Use the arrows to adjust the Number of Seats at the table or type the number of seats in the text box.

Number_of_Seats_field.jpg

Click Add New Table to save your new table’s settings.

Add_New_Table_button.jpg

You can add as many tables as you like in this area.

You can also print a list of attendees and their seat assignments by clicking Print Seating Chart on this screen.

When you’re ready to assign attendees to tables, jump to Assigning Seats.

Visual Seating Charts

With Visual Seating Charts, you can create a layout of your event space, including tables and rows of seats.

Visual Seating Charts additional options.png

You’ll start with a blank seating chart named “Untitled chart.” You can configure this chart by clicking Edit Chart. To create a new visual seating chart, click Add New Chart.

Either option will open the Seating Chart Editor. With the tools available here, you can create all kinds of event space layouts!

Seating_Chart_Editor_full_view.jpg

First, give your seating chart a Name.

Seating_chart_name_field.jpg

Row, Table, and Selection Tools

Your main tools are along the left side of the screen. The first three options are selection tools, which we’ll return to a bit later. For creating your layout, you’ll primarily use the Row tool and the Table tool.

Selection_tools.png

With the Row tool, you can create rows of seats, which is great for a performance or speaking event.

Row_tool.png

When you click the Row tool icon, you’ll see three additional options:

  • Row tool creates a single straight row.

  • Row with segments tool creates a single row with as many segments as you want.

  • Multiple rows tool creates multiple straight rows.

Row_tool_examples.png

With a tool selected, click and drag on the screen to create your row.

With the Table tool, you can create tables with seats. Your two options here are the Round Table tool and the Rectangular Table tool.

Table_tool.png

With one of those tools selected, click to place a new table.

Table_tool_examples.png

To select an element (or elements) in your seating chart, use one of the three selection tools.

Selection_tools_close_up.png

Use the basic Selection tool to select a single row or table. Or click and drag with the Selection tool to select multiple rows and/or tables that are next to each other.

Selection_tool.png

With the Selection brush tool, you can select multiple elements in a non-linear path.

Selection_brush_tool.png

For example, if you want to select certain rows in a multiple row layout, the Selection brush is perfect for that.

Non-linear_selection_with_brush_tool.png

The Select same type tool will select all elements of the same type as the one you click in your layout.

Select_same_type_tool.png

For example, if you want to adjust the settings for all of your rectangular tables, use the Select same type tool.

Same_type_selected_with_tool.png

With an element (or elements) selected, you can further customize your rows and tables using the menu on the right side of the screen.

Row Settings

Select a row or rows to further customize their settings using the menu on the right side of the screen.

From here, you can adjust the Number of seats in the row, the Curve of the row, and the Seat spacing between each seat in the row. If you used the Multiple rows tool, you can also adjust the Row spacing between each row.

Row_settings.png

Next, decide if you want to configure labels for your rows. With the Enabled box checked, you’ll see options for types of Labels, the letter or number you want the labels to Start at, the Direction of the labels, the Position of the labels, and the Displayed type. You can uncheck the Enabled box if you don’t want or need row labels.

Row_labeling_settings.png

Finally, configure your seat labels so your attendees know where they’re sitting. The Labels drop-down offers a variety of label styles, and Displayed type displays each seat as Seat, Chair, Stool, or Bench.

Seat_labeling_settings.png

Table Settings

Select a table or tables to customize their settings using the menu on the right side of the screen.

For a Rectangular table, you can adjust the number of seats on each side of the table, as well as the Width, Height, and Rotation of the table.

Rectangular_table_and_shape_settings.png

For a Round table, you can adjust the number of Chairs and Open spaces around the table. The Automatic radius box is checked by default, but you can uncheck it if you want to manually control the size of the table. You can also adjust the table’s Rotation.

Round_table_and_shape_settings.png

In the Table labeling and Seat labeling areas, decide how each table and seat is displayed. You will assign attendees to tables and seats using these labels.

Your table labels can be any text string you want. Your seat labels can be numbers or letters, chosen from the Labels drop-down.

Table_Labeling_and_Seat_Labeling_settings.png

Additional Tools

Along the top of the editor window, there are a few other tools you can use to finalize your layout.

Additional_editor_tools.png

Use the Undo and Redo arrows to undo or redo changes.

Undo_and_redo_arrows.png

Use the tag icon to Always show labels for your tables and rows. If you find your labels distracting, you can turn this off.

Tag_icon.png

With a table or row selected, you can use the Flip horizontally and Flip vertically tools to reorient the element. And use the Duplicate, Copy, and Paste tools to copy an element. Use the trash can to Delete an element.

Flip__copy__and_delete_tools.png

Finally, the question mark in the top right corner lets you Play a tutorial and access a list of Keyboard shortcuts.

Question_mark_icon.png

Before exiting, make sure there are no errors on the chart. You can review the chart’s properties on the right side of the screen when no objects are selected. Errors appear in red.

Chart_errors_list.png

When your chart is ready, click Publish to save your changes. If you close without publishing, any changes you’ve made will be discarded.

Publish_and_Close_buttons.png

Managing Visual Seating Charts

The chart you have selected will display with a green check mark on the Table Management tab.

Selected_chart.png

You can modify a seating chart by clicking Edit Chart, and you can print the chart, along with attendees’ seat assignments by clicking Print Chart.

Please note: If, during editing, you remove any seats or tables with attendees assigned to them, those assignments will be removed as well.

If you need to remove all of the seat assignments from a chart, click the down arrow next to the chart’s name and then click Remove Assigned Seats.

Remove assigned seats button.png

You’ll need to type the word “Remove” into the confirmation box to finalize the removal.

Remove all assigned seats confirmation.png

If you’ve created multiple charts, you’ll see the option to Select a Different Chart, which will display all available charts. Click Select to choose a different chart.

Select_another_chart.png

Every chart you create carries over between events on the form and between forms! So if you have a certain chart you love, you can use it over and over again.

If you need to Delete a chart, you can do so from the Select a Different Chart screen. Keep in mind that you can’t delete a chart if it’s in use by any event. You’ll need to remove any seat assignments from the chart first.

Assigning Seats

To assign attendees to seats at your tables, head over to the Attendees tab.

Event Attendees tab.png

With Table Management enabled, you’ll see a column in the Attendees list labeled Table (for Manual Table Management) or Seat (for Visual Seating Charts).

Table column.png

Seat column.png

Click Assign Table/Seat for each attendee to assign them to a table and/or seat.

If you chose Manual Table Management, you’ll see a drop-down list of the available tables and the number of seats open at each one. Choose the table you want and click Assign.

Manual_table_assignment.png

If you chose Visual Seating Charts, clicking Assign Seat will open the chart. From here, you can select the specific table and seat you’d like to assign the attendee to. Then click Assign to [seat number].

Visual_Seating_Chart_assignment.png

Once you’ve assigned a seat, the assignment will appear in the Table/Seat column. You can edit or unassign seats at any time by clicking the pencil icon.

Table column with seat assigned.png

You can pull a detailed list of your attendees with their table and seat assignments by downloading the Registrations Report.

You can also print a copy of your seating chart with attendees’ seat assignments by clicking the printer icon in the column header.

Printer icon in column header.png
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