Author: Codex

  • How do selected-row CRM actions work?

    How do selected-row CRM actions work?

    How do selected-row CRM actions work?

    Short answer

    When CRM rows are selected, the bulk action bar should let you move, duplicate, delete, email, or update selected items together.

    Learn moreHow do I add, edit, sort, or delete CRM columns?How do CRM boards, groups, and columns work?

    Available actions

    • Move selected rows to another group on the same board.
    • Move selected rows to another board and target group when the workflow requires it.
    • Duplicate or delete selected rows when cleaning up lead data.
    Learn moreHow do CRM boards, groups, and columns work?How do I add, edit, sort, or delete CRM columns?

    Bulk editing

    • When multiple rows are selected, changing a shared column value should update the selected items together where the CRM supports bulk edits.
    • This is useful for status, owner, follow-up date, or other shared workflow fields.
    Learn moreHow do CRM boards, groups, and columns work?How do I add, edit, sort, or delete CRM columns?

    Canceling selection

    • Use the clear selection control when you want to remove all selected rows without taking action.

    Related articles

    How do I add, edit, sort, or delete CRM columns?Learn moreHow do CRM boards, groups, and columns work?Learn more

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

  • How do I add, edit, sort, or delete CRM columns?

    How do I add, edit, sort, or delete CRM columns?

    How do I add, edit, sort, or delete CRM columns?

    Short answer

    CRM columns are the fields on a board. You can rename visible column labels, adjust column types, sort by column data, and delete columns when they are no longer needed.

    Learn moreHow do CRM boards, groups, and columns work?How do CRM automations work?

    Column settings

    • Use the column menu to open settings instead of relying on hover behavior.
    • Click the visible column name when you only need to rename it.
    • Do not expose or edit system keys in normal CRM use because automations depend on stable internal references.
    Learn moreHow do CRM automations work?How do CRM boards, groups, and columns work?

    Column types

    • Choose the right type for the job, such as status, dropdown, multi-select, people, date, time, phone, email, or text.
    • Status options can use custom colors so progress is easier to scan.
    Learn moreHow do CRM boards, groups, and columns work?How do CRM automations work?

    Sorting and deleting

    • Use the sort control on a column to organize rows by that column's data.
    • Use selected-row actions for bulk operations and use column settings when a column should be removed from the board.
    Learn moreHow do CRM boards, groups, and columns work?

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

  • How do I assign an existing host to another event?

    How do I assign an existing host to another event?

    How do I assign an existing host to another event?

    Short answer

    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.

    Learn moreHow do host and guest links work?How do I reset or change account access?

    Why this matters

    • A client or planner with multiple events should not need a separate login for every event.
    • One account makes it easier to manage repeat bookings and reduces support issues.

    Recommended workflow

    • Search for or create the host user first.
    • Assign the host to each event they should access.
    • Send one magic link so they can create or open their account and see the assigned events.
    Learn moreHow do I reset or change account access?How do host and guest links work?

    Guest links are different

    • Guest links are event-specific and should be used for limited guest participation such as song requests or photo access.
    • Hosts should use host access when they need planning permissions.
    Learn moreHow do host and guest links work?

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    How do host and guest links work?Learn moreHow do I reset or change account access?Learn more

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

  • How do event lock dates and statuses work?

    How do event lock dates and statuses work?

    How do event lock dates and statuses work?

    Short answer

    Event statuses control who can edit the event. Lock settings help prevent last-minute client or guest changes while still allowing staff to make needed updates.

    Learn moreHow do I create an event?How do I edit an event timeline?

    Status meanings

    • Active means clients and staff can edit available planning items.
    • Pending means only staff should edit the event.
    • Locked means only staff should edit the event, usually close to or after the event date.
    Learn moreHow do I create an event?How do I edit an event timeline?

    Automatic lock timing

    • Workspace admins can set a lock timing such as a number of days before the event date.
    • Templates can also carry lock timing preferences so new events start with the correct workflow.
    Learn moreHow do I create an event?How do I edit an event timeline?

    What locking should not do

    • Locking an event should not delete existing answers, song requests, documents, or photos.
    • Staff should still be able to review and adjust event details when needed.
    Learn moreHow do I create an event?

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    How do I create an event?Learn moreHow do I edit an event timeline?Learn more

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

  • How should I use the Docs area?

    How should I use the Docs area?

    How should I use the Docs area?

    Short answer

    Use Docs to store company policies, client contracts, employee contracts, insurance documents, liability files, and reference documents that may later connect to events or CRM automations.

    Learn moreHow do I create an event?How do CRM automations work?

    Document sections

    • Upload files to the correct fixed section so ORCHESTRIS can keep document types clean for future autofill and automation workflows.
    • Document type names should stay standardized instead of being changed workspace by workspace.
    Learn moreHow do CRM automations work?

    Create or upload

    • Use Upload File when you already have a document.
    • Use Create File when you want to build a basic document directly inside ORCHESTRIS.
    • Saved files should show preview, edit, download, and remove actions where available.

    Event use

    • Client contracts, employee contracts, reference documents, and waived agreements can be connected to events.
    • Future CRM automations can use document categories and mapped CRM columns to prepare contracts.
    Learn moreHow do CRM automations work?

    Related articles

    How do I create an event?Learn moreHow do CRM automations work?Learn more

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

  • How do I add and manage staff members?

    How do I add and manage staff members?

    How do I add and manage staff members?

    Short answer

    Workspace admins add staff, assign staff types, send invite or reset links, and update staff profile details from the staff management area.

    Learn moreHow do staff members accept an invite and access events?How do I assign staff to an event?

    Staff profiles

    • Each staff member should have one account that can be assigned to multiple events.
    • Staff profile details can include preferred email, phone number, address, tax information, and profile photo.
    Learn moreHow do staff members accept an invite and access events?

    Staff types

    • Assign staff types so event assignment can filter the right people for the right job.
    • Only active compensation categories should be edited when setting rates.
    Learn moreHow do I assign staff to an event?

    Access support

    • Use a reset or magic link if a staff member cannot access their account.
    • Avoid creating duplicate staff accounts for the same person unless there is a specific reason.
    Learn moreHow do staff members accept an invite and access events?

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

  • Where do I manage company, email, maps, and connected tools?

    Where do I manage company, email, maps, and connected tools?

    Where do I manage company, email, maps, and connected tools?

    Short answer

    Workspace admins should use the Account area for company information, email sending settings, music connections, billing, staff, docs, and branding-related account controls.

    Learn moreHow do I set up workspace branding?How do I reset or change account access?

    Account area

    • Open the profile menu and choose Account to review the workspace account sections that were consolidated into the account experience.
    • This keeps company details, billing, staff, docs, branding, and music connections out of the main navigation while still easy to reach.
    Learn moreHow do I set up workspace branding?

    Owner-managed settings

    • Some platform-level settings, such as the Google Maps API key, are managed by ORCHESTRIS rather than each workspace admin.
    • Workspace admins should not need to create their own Google Maps API key for normal event location search.
    Learn moreHow do I reset or change account access?

    Email sending

    • Workspace email can use the configured sending method so invites, magic links, and future workflow emails come from the correct business identity when supported.
    • If test emails work but invites do not, confirm the workspace itself has the saved email settings applied.
    Learn moreHow do I reset or change account access?

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    How do I set up workspace branding?Learn moreHow do I reset or change account access?Learn more

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

  • Why can’t I find my workspace in search?

    Why can’t I find my workspace in search?

    Why can't I find my workspace in search?

    Short answer

    If a workspace does not appear in search, it may be archived, inactive, misspelled, or using a different company name than the one you typed.

    Learn moreHow do I open my ORCHESTRIS workspace?How do I set up workspace branding?

    Search tips

    • Try the company name, display name, or a shorter version of the name.
    • Avoid punctuation and extra words if the workspace name has recently changed.
    • Ask the workspace admin which name should be used for login search.
    Learn moreHow do I set up workspace branding?How do I open my ORCHESTRIS workspace?

    Admin checks

    • Confirm the workspace is active and not archived.
    • Review the workspace branding name and company name because those fields help search and route the workspace.
    • If testing multiple workspaces, log out fully before opening a different workspace.
    Learn moreHow do I set up workspace branding?How do I open my ORCHESTRIS workspace?

    When to contact support

    • Contact support if the workspace appears active in the owner admin but still cannot be found from the public workspace search screen.
    Learn moreHow do I open my ORCHESTRIS workspace?How do I set up workspace branding?

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    How do I open my ORCHESTRIS workspace?Learn moreHow do I set up workspace branding?Learn more

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

  • How do I use the dashboard switcher and sidebar?

    How do I use the dashboard switcher and sidebar?

    How do I use the dashboard switcher and sidebar?

    Short answer

    Use the dashboard switcher to move between major work areas, then use the sidebar inside each dashboard to open the pages available to your role and plan.

    Learn moreWhy am I missing a button or page?What should I do the first time I log in?

    Dashboard switcher

    • The nine-dot menu separates larger ORCHESTRIS work areas such as Planner, CRM, Tasks, Campaigns, and Meetings.
    • Some dashboards may appear only for certain roles, workspace plans, or beta feature access.
    Learn moreWhy am I missing a button or page?

    Sidebar navigation

    • The sidebar opens the pages inside the current dashboard.
    • Collapsed sidebar mode keeps the workspace compact while still showing icons and hover labels.
    • If a page is not available, confirm the workspace plan and your role permissions.
    Learn moreWhy am I missing a button or page?

    Best practice

    • Use the Planner dashboard for events, timelines, documents, photobooth, and event readiness.
    • Use CRM when you are managing leads, forms, boards, automations, and sales workflows.
    • Use Tasks, Campaigns, and Meetings as they become available during beta expansion.

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    Why am I missing a button or page?Learn moreWhat should I do the first time I log in?Learn more

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