Setup a Booth or Catalog

Overview

The setup process for a booth or catalog starts with establishing editing and posting permissions for that booth or catalog.  Once permissions are established, booth setup includes customizing the appearance by adding a logo and background, providing information by adding a description, booth contact and quick facts and customizing what displays in the header.

In this article:

1. Log into the site
2. Go to your dashboard
3. Select the booth or catalog, then Setup
4. Set up permissions
5. Add the about information
6. Customize the header
7. Add a contact
8. Customize the appearance
9. Setup and add quick facts

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Step by Step Walkthrough

Step 1 - Log into the site

Find the “Login” button in the upper right-hand corner of the site’s homepage or login directly from the site’s login screen.

Step 2 - Go to your dashboard

If you are not taken to your dashboard after logging in, click your name and then "My Dashboard" in the upper right-hand corner of the site.

Step 3 - Select the booth or catalog, then Setup.

From the dashboard, select the booth or catalog from the drop down, then "Setup".

Step 4 - Setup permissions

Step 5 - Add the about information

Add information that will appear in the information modal of the booth header as well as in the contact card in site directories.

• Enter the booth or catalog name (often the company name if this is a virtual booth).
• Enter the URL for the website (for a booth)
• Add a description.
• Enter links to social media sites.

Step 6 - Customize the header

• Choose to display the logo in the header.
• Choose to display the information modal that includes the description, contact and quick facts.
• Choose to display the calendar icon if event posts are added to the booth or catalog.

Step 7 - Add a contact

• Add a contact name (required)
• Add an optional link to the contact name
• Enter the email address (required)
• Enter a contact phone
• Click to notify the contact via email when a form inside the booth or catalog is filled out.

Step 8 - Customize the appearance 

Customize the booth or catalog appearance by uploading a logo, choosing a background color or image and customizing the navigation bar.

• Upload a logo and add alt text.

• Add a background image selecting if the image is the full background or a tiled background.

• Add a background color (the default color is white).

• Customize the background, hover and text color of the navigation and page bar drop down.

Step 9 - Setup and add quick facts

• Add fields to be shown as Quick Facts in the information modal or contact card in directories.
• Select if the booth or catalog administrator can edit those fields.

Step 10 - Save