33 tips for getting more from PerfectTablePlan
We have added a lot of features to
PerfectTablePlan, with the aim of
making your life easier. However, quite a few of them are hidden away
to prevent the user
interface from becoming too overwhelming for novice users. Below is a
list of useful
things you might not know about PerfectTablePlan. Taking 10 minutes to
read through them could save you a lot of time.
1. Drag a group
If you hold down the Shift key while dragging a guest it will drag all members of the same group.
2. Toggle fullstops in titles
If you press Ctrl+.
(Windows) or Cmd+.
(Mac) PerfectTablePlan will toggle a fullstop on the titles of all
guests. E.g. it
will convert "Mr" to "Mr." and "Mr." to "Mr".
3. Textures and gradients
You can use textures and
tables and shapes to liven up your floor plan. We ship a number of
textures with PerfectTablePlan, including grass, tiles, marble and wood.
4. Multiple meal courses
PerfectTablePlan can handle multiple meal courses.
separate them by
commas in the Meal
field. They will be totalled separately in the Summary report
in the Report
5. Keyboard shortcuts
You will be much faster at using PerfectTablePlan
if you memorize some of the keyboard shortcuts.
Here are some of the more useful ones (not all
shortcuts work in all panes):
all non-hidden items
||Lock selected guests
||Unlock selected guests
||Open a plan
||Save the plan
the selected guest(s)
|Ctrl++ / Ctrl+-
||Cmd++ / Cmd+-
|Alt+Left / Alt+Right
||Alt+Left / Alt+Right
|Alt+Up / Alt+Down
||Alt+Up / Alt+Down
The documentation contains a full list of all
the shortcuts for Windows
6. Edit multiple
To change a property for multiple guests, select
the guests then select Edit>Guest
Property from the main menu.
7. Auto assignment
can run the automatic seat assignment as often as you like. Each time
it will start with the current seat assignments and try to improve
them. The more you run it, the better the result is likely to be. Change the settings in the Auto
assign tab of the Preferences
window if you want it to run for more or less time.
8. Check guest happiness
You can colour code guests in the Floor plan and Table plan
panes by how happy they are with where they are seated, based on their
proximity settings. Green=happy, Red=unhappy. This is a quick way to
spot any potential issue you need to address.
9. Drag in the floor plan pane
If you left click and drag you will drag out a
Everything inside or touching the rectangle will be selected when you
If you right click and drag, you can
scroll the floor plan horizontally and vertically.
If you are zoomed in and drag a guest near to
the edge of the floor plan, it will scroll
You can add an image by dragging it straight
onto the floor plan.
10. Align tables
Aligning tables and other items in the floor plan
is much easier if you turn
on grid snap.
can also select items and move them using the arrow keys. If grid snap
is on it will move them one grid spacing. If grid snap is not on, the
item will be moved 5 cm/2 inches (1 cm/0.4 inch if the Shift key is held
11. Sweetheart/cabaret tables
You can arrange seats around a circular table in a
tables with different numbers of seats on each side
If you use a 'custom' table, you can set the
number of seats separately on each of the 4 sides.
13. Freeze the floor plan
If you want to avoid accidentally moving tables
after you have set-up your floor plan, you can freeze the floor plan.
14. Quick add guests
If you have a list of guest names, you can
Add Guests... and paste the names straight in. The names
can be in various different forms, e.g.:
Mr Paul Jones
and Ms Jane Brown
Smith + 1
15. Change columns during import
If you click the More button in the Import Data window
you can add, delete, split and join columns in the import data.
16. Export a chart to Excel or Word
On Windows there are buttons that allow you to
export the Guest chart,
panes to Excel or Word (if installed) with one click.
report in the Report
pane gives you a quick overview of any potential issues in a textual
- 'Next to' guest pairs not seated near to each
- Guests without titles
- RSVP accepted guests not assigned to seats
- Guests with no meal assigned
- Tables with empty seats
18. Export to web
can export a web version of your plan that can be accessed by anyone
with a web enabled device (e.g. a tablet). This can be very useful for
sharing a plan with a client or to allow staff to show guests to seats at the event.
19. Show unassigned seats
You can highlight unassigned seats using the Tables drop-down
list in the Floor plan
20. Change headings in charts and reports
You can change words in printouts (e.g. to a
different language) using the Terms
21. Use an electronic seating chart
Guests have a bad habit of changing their minds as soon as you have printed your guest chart. You can avoid this by displaying your plan on a large VDU or Plasma screen. You can even update it in real time.
22. Gesture support
If your device supports gestures, you can 'pinch'
to zoom in the Floor
Plan and Table
23. Backup files
PerfectTablePlan automatically creates backup
files for you. You can control how often these files are created in the Backups tab of the Preferences window.
You can list backup files by selecting File>Backups....
Note that this won't save you from a harddisk crash. So always backup
your plans to another device. You can even email them to yourself or a colleague.
24. How do I? help
At the end of the main menu there is a How do I? button.
Click on this to get context sensitive help.
and Professional editions
25. Use a drawing of
If you have a scale drawing of the venue, you can use
it in your floor plan.
26. Add a new custom field during import
If you want to import a custom field, you don't
need to add the field first. Just select <custom field>
from the drop-down list in the Import
27. Create a template file
If you are going to use the same floor plan and/or
guest list for multiple events, you can create
a template file.
28. Personalised seating plans
You can easily print out or export to PDF table plans
that are personalised
to show each guest their seat.
Professional edition only
29. Auto assign multiple seatings
If you have an event with multiple seatings (e.g. consecutive nights
at a business event) you can assign all the seatings in a single
operation using File>Auto Assign Multiple....
30. Fast table renumbering/renaming
If you have a lot of tables to rename/renumber you can do it quickly using the Renumber/Rename tables window.
31. Bulk edit proximity
You can change lots of proximities in one operation using the Bulk Edit Proximity window.
32. Set proximity by category
If you have categories of users you want to sit together or apart you can use custom proximity.
33. Create detailed reports
If you want to create detailed reports, e.g.: meals selected by
table or the special requirements by group, you can do this using the Detailed (summary) and Detailed (guests) reports.
You can find out more tips by looking through the
list of 'How Do I?' topics in the Windows
OS X help. Note that some of the above are not available
on versions of PerfectTablePlan before v5.2.2.
Behind the scenes at
The Logies is the annual Australian television
industry awards. Like the Oscars, but with more alcohol. A source told
the Sydney Morning Herald:
seating plan is the biggest nightmare for everyone. It's like the worst
wedding situation: you've got lots of people who have had falling-outs
with other people, and you've got to be careful where all the tables
are - [where you are seated] is all about importance."
Apparently it is also not unknown for guests to
swap place cards. You can read the full article here.
We emailed them to suggest they try PerfectTablePlan, but we haven't
heard back (yet!).
Oryx Digital Ltd