Author: Codex

  • How do CRM automations work?

    How do CRM automations work?

    How do CRM automations work?

    Short answer

    CRM automations watch for a trigger, such as a status or group change, then run an action like moving an item, sending an email, creating a workspace, or preparing a contract workflow.

    Learn moreHow do I create an automation?How do I create a CRM form?

    Automation sentence builder

    • Automations should read like a sentence: when this happens, then do that.
    • Each blank in the sentence opens the correct selector for boards, groups, columns, email templates, or contract categories.
    Learn moreHow do CRM boards, groups, and columns work?How do I create an automation?

    Stable column keys

    • Changing a visible column name should not break automations because automations should reference the stable system key behind the column.
    Learn moreHow do CRM boards, groups, and columns work?

    Useful starting automations

    • When a lead moves to Booked, move it to an event or client workflow.
    • When a platform prospect changes to Approved, create a workspace and send the admin magic login link.
    • When a contract is needed, prepare a document from the right template category using mapped CRM data.
    Learn moreHow do CRM boards, groups, and columns work?How do I create an automation?

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    How do I create an automation?Learn moreHow do I create a CRM form?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 create a CRM form?

    How do I create a CRM form?

    How do I create a CRM form?

    Short answer

    Create CRM forms from the Forms area of the board you want submissions to feed into, then map each question to an existing CRM column.

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

    Form source board

    • A form belongs to the board where it is created. Submissions should feed into that board automatically.
    Learn moreHow do CRM boards, groups, and columns work?

    Questions

    • Add questions manually, reorder them by dragging, and map each answer to one of the existing columns on the connected board.
    • Required questions should block submission until the visitor fills them out.
    Learn moreHow do CRM boards, groups, and columns work?

    Embed options

    • Use the embed option for inline website placement.
    • Use the form button option when you want a website button to open the form in a popup lightbox.

    Related articles

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

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

  • How do CRM boards, groups, and columns work?

    How do CRM boards, groups, and columns work?

    How do CRM boards, groups, and columns work?

    Short answer

    The ORCHESTRIS CRM uses boards for workflows, groups for stages, rows for leads or accounts, and columns for the data tracked on each item.

    Learn moreHow do I create a CRM form?How do CRM automations work?

    Boards

    • Boards represent a larger workflow, such as leads, customers, onboarding, or platform accounts.

    Groups

    • Groups usually represent the current stage of work, such as leads, qualified, proposal sent, booked, onboarding, or complete.
    • Groups can be reordered and colored to make scanning easier.

    Columns

    • Columns store the data for each row. Column names can change, but the internal system key should stay stable so automations keep working.
    Learn moreHow do CRM automations work?

    Related articles

    How do I create a CRM form?Learn moreHow do CRM automations work?Learn more

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

  • Where do I view the song list?

    Where do I view the song list?

    Where do I view the song list?

    Short answer

    Song lists can be reviewed from the event planning areas where music is enabled, including guest requests when the event allows guest song submissions.

    Learn moreHow do clients and guests request songs?How do I connect Spotify to ORCHESTRIS?

    Top requested songs

    • The guest request area should show the top requested songs first so staff can quickly identify the strongest requests.
    Learn moreHow do clients and guests request songs?

    All requests

    • The complete request list should remain available below the top songs and can be sorted by most requested, artist A-Z, or song A-Z.
    Learn moreHow do clients and guests request songs?

    Who can remove requests

    • Users may remove their own song inputs where the portal allows it, but they should not remove requests submitted by other guests.
    Learn moreHow do clients and guests request songs?

    Related articles

    How do clients and guests request songs?Learn moreHow do I connect Spotify to ORCHESTRIS?Learn more

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

  • How do I connect Spotify to ORCHESTRIS?

    How do I connect Spotify to ORCHESTRIS?

    How do I connect Spotify to ORCHESTRIS?

    Short answer

    Spotify is connected by the workspace admin so ORCHESTRIS can search songs and show the playlists selected for song-enabled timeline cards.

    Learn moreHow do clients and guests request songs?Where do I view the song list?

    What ORCHESTRIS uses Spotify for

    • Searching Spotify tracks from song-enabled cards.
    • Loading workspace-admin playlists so template cards can suggest specific playlists.
    • Refreshing Spotify access in the background after the workspace admin connects.
    Learn moreHow do clients and guests request songs?

    Third-party setup guidance

    • For Spotify developer setup or account-specific troubleshooting, use Spotify's official documentation so the steps stay current.
    • Do not paste Spotify secrets into browser-side JavaScript or share them with clients, guests, or staff.
    Learn moreHow do clients and guests request songs?

    If search fails

    • Reconnect Spotify from the workspace admin account area.
    • Confirm the ORCHESTRIS owner-level Spotify app settings are valid.
    • If the issue continues, send the failed search wording and workspace name to support.

    Official third-party resources

    ORCHESTRIS links to official third-party documentation for setup details so vendor-specific guidance stays current.

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    How do clients and guests request songs?Learn moreWhere do I view the song list?Learn more

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

  • How do clients and guests request songs?

    How do clients and guests request songs?

    How do clients and guests request songs?

    Short answer

    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.

    Learn moreHow do I connect Spotify to ORCHESTRIS?Where do I view the song list?

    Where song requests appear

    • Song controls only appear on cards where song selection has been turned on.
    • Selected songs should save directly on the card so the planning flow does not depend on a separate submit button.
    Learn moreHow do I connect Spotify to ORCHESTRIS?Where do I view the song list?

    Manual songs

    • Use manual entry for songs that do not appear in Spotify search, special edits, remixes, live versions, or private tracks.
    • Add a link when possible so staff can find the correct version later.
    Learn moreHow do I connect Spotify to ORCHESTRIS?

    Guest song voting

    • Guests can see other guest requests where enabled and heart a song to count it as their own request.
    • The guest requests view should show top requested songs first, then the full list with sorting options.
    Learn moreWhere do I view the song list?How do I connect Spotify to ORCHESTRIS?

    Related articles

    How do I connect Spotify to ORCHESTRIS?Learn moreWhere do I view the song list?Learn more

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

  • How do I edit an event timeline?

    How do I edit an event timeline?

    How do I edit an event timeline?

    Short answer

    Event timelines are built from sections and cards. Workspace admins can customize the event timeline after it is created without changing the original saved template.

    Learn moreHow do clients and guests request songs?How do I create an event?

    Timeline sections

    • Sections act like headers for a part of the event day and can include a section start time.
    • Use sections to separate ceremony, cocktail hour, dinner, dancing, formalities, or any other planning phase.

    Timeline cards

    • Cards hold the actual planning prompts, notes, song requests, questions, and guest visibility settings.
    • Cards can be customized per event after a template is applied.
    Learn moreHow do clients and guests request songs?How do I create an event?

    Locked cards

    • If a workspace admin locks a card, hosts and guests can view only the allowed information and cannot change the locked content.

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

  • How do host and guest links work?

    How do host and guest links work?

    How do host and guest links work?

    Short answer

    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.

    Learn moreHow do hosts and guests use the planning portal?Why am I missing a button or page?

    Host links

    • Use the host link for the client, couple, planner, or event owner who should help complete planning details.
    • Repeat hosts should be assigned to multiple events under one account instead of receiving separate logins for every event.
    Learn moreHow do hosts and guests use the planning portal?

    Guest links

    • Use the guest link for guest-facing requests such as song requests or event photo galleries when those features are enabled.
    • Turning guest requests off should not erase data already collected.
    Learn moreHow do hosts and guests use the planning portal?Why am I missing a button or page?

    Security note

    • Only share links with the people who should access that event. If a link is exposed publicly by mistake, contact the workspace admin so access can be reset or locked down.
    Learn moreWhy am I missing a button or page?

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    How do hosts and guests use the planning portal?Learn moreWhy am I missing a button or page?Learn more

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

  • How do I create an event?

    How do I create an event?

    How do I create an event?

    Short answer

    Workspace admins create events from the Events area, add the event details, choose or customize a timeline, assign staff and hosts, then use the generated host and guest links for portal access.

    Learn moreHow do host and guest links work?How do I edit an event timeline?

    Before creating the event

    • Have the event name, date, start time, end time, venue name, location, and event type ready.
    • If the event should start from a saved timeline template, confirm the template exists first.
    Learn moreHow do I edit an event timeline?

    Event status options

    • Active allows client and staff editing.
    • Pending limits editing to staff.
    • Locked limits editing to staff and can be used near the event date when planning should stop changing.
    Learn moreHow do I edit an event timeline?

    After the event is created

    • Open the event details to adjust event information.
    • Review generated host and guest links.
    • Assign staff and add any event-specific documents, planning cards, music requests, or photobooth access.
    Learn moreHow do I edit an event timeline?How do host and guest links work?

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    How do host and guest links work?Learn moreHow do I edit an event timeline?Learn moreHow do I assign staff to an event?Learn more

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

  • How do I set up workspace branding?

    How do I set up workspace branding?

    How do I set up workspace branding?

    Short answer

    Workspace branding controls the company name, logo, colors, font choices, and where the logo appears across the admin, staff, host, and guest portal views.

    Learn moreHow do I open my ORCHESTRIS workspace?How do I add or update my profile information?

    What branding controls

    • Name or company name
    • Subtitle
    • Logo visibility and placement
    • Header, subheader, and body text colors
    • Primary and secondary brand colors
    • Standard Google font choices or uploaded brand fonts

    Important routing note

    • Saving branding can affect the workspace URL routing and search criteria. Before changing a workspace name or slug, update any external planning portal links and remind clients or employees where to log in.
    Learn moreHow do I open my ORCHESTRIS workspace?

    Logo-only headers

    • Use the hide-from-menu option when the workspace should still be searchable by name but the visible portal header should show only the logo.
    Learn moreHow do I open my ORCHESTRIS workspace?

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    How do I open my ORCHESTRIS workspace?Learn moreHow do I add or update my profile information?Learn more

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