Drawing & Managing a Floor Plan

Drawing & managing floor plans is done on a per Location basis in the CellarPass backoffice.

Drawing & managing floor plans is done on a per Location basis in the CellarPass backoffice. And before drawing your first floor plan, you should put some careful thought into how you create your Locations. These steps will require a User with CellarPass Administrator-level access to complete. No other Role will be provided access to the Settings section of the backoffice.

We strongly recommend that you create a Location for each room on your property that will be used by the Table Pro iPad app. Trying to fit your entire property into a single Location will make the iPad app very difficult to use since the screen size will make everything look much smaller. Now if you have separate rooms separated by low walls or sections that are on the same floor, we do not recommend breaking these up.

SECTION 1- Measuring Your Rooms

One of the first steps is to measure the room in feet, documenting width and length. Write each of the measurements down as you'll need this later. This will help set the scale of your room when it's displayed in the floor plan designer and the iPad app. Measure each room that will be designated as a floor plan.

SECTION 2- Configuring Locations

To get used to how the floor plan designer works, we recommend starting with your least complicated Location. Choose a room that has the least number of tables as a starting point. 

Note: We recommend that you have your iPad that has been properly configured with the Table Pro app handy for this section.

1. Login to CellarPass backoffice by going to http://www.cellarpass.com/manage

2. Click Settings from the left-hand menu.

3. Next, select Manage Locations from the drop down menu.

4. Locate your first Location from the list that you would like to 

    4A. If you need to add new Locations, follow this KB article, then return to step 5.

5. In the Location editor,  you can enable the TBL checkbox to activate this location for Table Pro.

6. Click the Save button located in the top right.

SECTION 3- Adding Tables to Floor Plans

Now that you have at least the basics for one Location built out, you can now draw your floor plan using our floor plan designer. For these steps, you'll want to have the iPad you configured to use the Table Pro app.

1. First, be sure you have complete steps 1 - 6 in section 2 for each of your Locations.

2. With one of your Locations enabled for TBL, no click the Manage Floor Plan button in the Settings tab.

3. Next, select New Floor Plan option in the top right hand side of the page.

4. Doing so will launch the floor plan designer for the selected Location.

5. Enter in the dimensions of the room in the Seating section.

    5A. For optimal display of the floor plan in the iPad app, we recommend that you put the longest of your room's measurements in the Room Width field.

6. Next, enter the other dimension in the Room Length field. 

5. On the box to the left, consider this your seating toolbox where all the preset table configurations are clip art objects which can be used to drag and drop onto the floor plan on the right. Since you haven't dropped any tables onto your floor plan yet, this box will appear blank.

6. Drag and drop your first table object from the toolbox to the left by holding down the mouse button and letting go into the floor plan space on the right. Let go when you have placed the table in the general area of the floor plan.

7. We recommend that you click the Save button after you have placed the table onto the floor plan.

8. Continue with steps 6 - 7 for the remaining tables you need to place on the floor plan.

Note that once you have dropped a table onto the floor plan, you can make adjustments by clicking and dragging the table object, then clicking Save.

SECTION 4- Table Placement Adjustments & Table Settings

You can clean up your tables so that they line up properly by single-clicking each table object. A panel will be displayed allowing you to:

1. Table Name: Table Names are what is displayed in the backoffice floor plan as well as in the Table Pro app. This is limited to 5 alphanumeric characters.

2. Table Category: Select from Standard, Bar, Counter, High Top or Private. This will be used in a future release of the iOS app.

3. Server Section (optional): If you plan on grouping Tables on a single floor plan, you can assign a Section name, which is limited to 4 characters. To group the Tables into a Section, all Tables must have the same exact Server Section value such as "01" or "A". Not matching these values exactly for all Tables within the Section will not group them properly.

4. Table Orientation:​Enter in number of degrees in which the table should be rotated on the floor plan. Entering "90" will rotate the object 90 degrees 

clockwise.

5. Table Shape: Select either Rectangle​or Ellipse (round).

6. Table Width:​Based on the table object selected, this will display the width of the table. This cannot be modified.

7. Table Length: Based on the table object selected, this will display the length of the table. This cannot be modified.

8. Minimum Party:​Set the minimum number of Guests in a party that can be assigned to this table.

9. Maximum Party: Displays the maximum number of Guests in a party that can be assigned to this table. This cannot be modified.

10. Coordinates (X): Displays the current "X" coordinates of the table. X refers to the horizontal plane.

11.Coordinates (Y): Displays the current "Y" coordinates of the table. Y refers to the vertical plane.

You can easily fine tune the placement of your tables in cases where you have "grids" or rows of tables. Start by setting your first table in the place you would like to begin the row (vertically or horizontally). After setting the position, click the table and write down the figures in the X & Y Coordinates. 

Aligning Tables in Horizontal Row

You can use the Y Coordinates for aligning the tables in a horizontal row by entering the same Y coordinates in all the tables for that row.

Aligning Tables in Vertical Row

You can use the X Coordinates from your first table for aligning the tables in a horizontal row by entering the same X coordinates in all the tables for that row.

SECTION 5- Viewing Floor Plan in Table Pro iOS App

Now that you have setup the first floor plan, it's time to review how the floor plan is displayed in the Table Pro iOS app.

1. Startup the Table Pro iOS App

2. On the bottom row of the floor plan view will be your Locations.

3. Select the Location that you made your first floor plan.

4. The iPad will then display your tables similarly to the backoffice. It's not an exact copy, but you can continue to make adjustments in the backoffice so that the iPad looks correct.

5. Remember as you make adjustments to your floor plans in the CellarPass backoffice, to see the changes immediately in the iPad, you'll need to clear the app's cache. This is only necessary as you make adjustments to the floor plan as the floor plan and your table statuses will be refreshed as you use the app on a normal basis.

6. To clear your iPad cache, click the Settings icon in the top right-hand corner of the app, which looks like a gear.

7. Next, click the Clear Cache text link. Doing so will force the app to reload all data.

Until your are 100% satisfied with how your floor plan looks for your first Location, we do not recommend working on other floor plans as it's best to finalize one location at a time. We also do not recommend making any floor plan changes during business hours as changes made, especially when tables are being added or removed, could create problems for any seated parties.