Host & Guest Portal
Planning portal access, guest requests, photos, and event collaboration.
Host & Guest Portal articles
Planning portal access, guest requests, photos, and event collaboration.
Planning Portal7 articles
How do host and guest links work?Each event can have a host link and a guest link. The host link grants host planning access, while the guest link grants limited guest access for enabled guest features.For Workspace admins, Hosts, GuestsHow do hosts and guests use the planning portal?Hosts and guests open their assigned event, use the Planning tab to complete enabled cards, and rely on blur-save fields so answers save as they work.For Hosts, Guests, Workspace adminsHow do I assign an existing host to another event?Repeat hosts should keep one account and be assigned to each relevant event so they can log in once and see all of their events together.For Workspace admins, HostsWhy can't I edit a planning card?A planning card may be locked, not assigned to your role, hidden from guests, or part of an event status that limits editing.For Hosts, Guests, Staff, Workspace adminsHow do I add a planning-call option for clients?A planning-call option should let a host book a call from the portal and route that call to the correct assigned staff member or team workflow.For Workspace admins, Staff, HostsWhat should I check before inviting a client or host?Before sending a host link, review the event details, status, timeline, visible cards, guest-request setting, documents, and any features the host should use.For Workspace admins, StaffWhat can a host edit in an event?A host can edit the event planning fields that are enabled, unlocked, and available under the event's current status. Admin-only descriptions and locked cards should not be editable.For Workspace admins, Hosts
Guest Requests5 articles
How do clients and guests request songs?Song requests live inside song-enabled planning cards. Users can search Spotify when connected, choose from suggested playlists, or use manual entry when a song is not available through Spotify.For Workspace admins, Staff, Hosts, GuestsHow do guest song hearts and top requests work?Guests can heart existing song requests so staff can see which songs are most requested without creating duplicate entries for the same song.For Staff, Hosts, Guests, Workspace adminsHow do I turn guest requests on or off?Guest requests can be enabled or disabled for an event without deleting requests that were already collected.For Workspace admins, Hosts, StaffWhat can a guest do in an event?Guests only see guest-enabled event areas, such as allowed planning cards, guest song requests, and photo galleries when those features are enabled for the event.For Workspace admins, Guests, HostsWhy can't a guest request songs?Guests can request songs only when guest access is enabled, the event is active, and the planning card is both guest-visible and song-enabled.For Workspace admins, Hosts, Guests