What should I check before inviting a client or host?

Short answer

Before sending a host link, review the event details, status, timeline, visible cards, guest-request setting, documents, and any features the host should use.

Learn moreHow do host and guest links work?How do hosts and guests use the planning portal?

Event details

  • Confirm event name, date, time, venue name, location, and maps link.
  • Check that the event status allows the host to edit if they need to complete planning.
Learn moreHow do event lock dates and statuses work?How do hosts and guests use the planning portal?

Planning visibility

  • Open the timeline and confirm the correct cards are visible to hosts.
  • Lock any cards the host should not edit.
  • Make sure notes and questions only appear where they are supposed to.
Learn moreHow do hosts and guests use the planning portal?How do event lock dates and statuses work?

Links and features

  • Copy the generated host link from the event.
  • Turn guest requests on or off according to the event workflow.
  • Confirm documents, photos, photobooth, or music features only appear when they are meant to be used.
Learn moreHow do host and guest links work?How do hosts and guests use the planning portal?

Related articles

How do host and guest links work?Learn moreHow do hosts and guests use the planning portal?Learn moreHow do event lock dates and statuses work?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.