Category: Profile Settings

ORCHESTRIS support articles for Profile Settings.

What should clients or hosts complete in their account page?
What should clients or hosts complete in their account page?

Support Home Host & Guest PortalPlanning Portal
Short answer
Clients and hosts should complete their profile details so event communication, planning ownership, and future CRM handoffs stay accurate.
Learn moreHow do I add or update my profile information?How do hosts and guests use the planning portal?

Recommended details
Name
Email
Phone number
Social handles
Address line
Suite or apartment line
City
State
Zip code
Profile photo where appropriate
Learn moreHow do I add or update my profile information?

Why it matters
Accurate account details make event planning easier and help future CRM, document, and email workflows use the right information.
If an event was created from a CRM lead, available contact details should be pulled forward but still remain editable.
Learn moreHow do I add or update my profile information?How do I reset or change account access?

Privacy note
Only add information the workspace needs for the event or account relationship.
Guests should not see private host or staff account information unless a workflow explicitly shares it.
Learn moreHow do I add or update my profile information?How do I reset or change account access?

Related articles
How do I add or update my profile information?Learn more How do hosts and guests use the planning portal?Learn more How do I reset or change account access?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.
Who this helps
Applies to
Workspace admins
Hosts
Guests
Need more help?
Still stuck?
Ask Trish from inside ORCHESTRIS or send the question to support so the answer can become a new help article.
Contact support
August 8, 2026
How do dark mode and display preferences work?
How do dark mode and display preferences work?

Support Home Account, Billing & AccessProfile Settings
Short answer
Dark mode and display preferences should be controlled from the account menu so each user can adjust their own portal experience without changing workspace data.
Learn moreWhy am I missing a button or page?How do I report beta feedback from the portal?

Where to change it
Open the account picture or account menu and use the dark mode toggle.
The setting should apply to the portal areas available to that account type.

What to report
Report any white-on-white, black-on-black, or bright-white container that appears while dark mode is enabled.
Include the exact page and role because owner, workspace admin, staff, host, and guest screens may render different components.
Learn moreWhat should beta testers report first?Why am I missing a button or page?

Beta expectation
Dark mode should keep sections slightly lighter than the background and keep text readable without hiding important actions.

Related articles
Why am I missing a button or page?Learn more How do I report beta feedback from the portal?Learn more What should beta testers report first?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.
Who this helps
Applies to
Workspace admins
Staff
Hosts
Guests
App owner
Need more help?
Still stuck?
Ask Trish from inside ORCHESTRIS or send the question to support so the answer can become a new help article.
Contact support
August 8, 2026
How do I turn Trish on or off?
How do I turn Trish on or off?

Support Home Trish & SupportAsking Trish
Short answer
Use the account menu to toggle Trish on or off for your portal experience. You can turn Trish back on later if you want the guide or support chat again.
Learn moreHow do I ask Trish a question?What should I do the first time I log in?

Where the toggle lives
Open the account or profile picture menu in the top-right area of the portal.
Use the Trish toggle to hide or show the guide.
Learn moreHow do I add or update my profile information?How do I ask Trish a question?

What turns off
Turning Trish off hides the visible guide and support bubble for that portal experience.
It does not delete help-center articles, support settings, unanswered question logs, or your event data.
Learn moreHow do I ask Trish a question?

When to turn Trish back on
Turn Trish back on when onboarding a new user, testing the setup guide, or looking for help without leaving the portal.
Learn moreWhat should I do the first time I log in?How do I ask Trish a question?

Related articles
How do I ask Trish a question?Learn more What should I do the first time I log in?Learn more How do I add or update my profile information?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.
Who this helps
Applies to
Workspace admins
Staff
Hosts
Guests
Need more help?
Still stuck?
Ask Trish from inside ORCHESTRIS or send the question to support so the answer can become a new help article.
Contact support
August 8, 2026
How do I crop or replace my profile photo?
How do I crop or replace my profile photo?

Support Home Account, Billing & AccessProfile Settings
Short answer
Use the profile photo editor to choose, crop, resize, rotate, and save a photo that fills the circular account image cleanly.
Learn moreHow do I add or update my profile information?What should staff complete in their account profile?

Expected result
The photo should fill the circle like a typical social profile image, not appear as a rectangle inside the circle.
The same crop should appear in the header, account page, and mobile/PWA views.
Learn moreHow do I add or update my profile information?What should staff complete in their account profile?

Editing
Open account information from the profile menu.
Choose or replace the photo.
Use the crop, resize, move, or rotate controls, then save or use the selected photo.
Learn moreHow do I add or update my profile information?What should staff complete in their account profile?

Troubleshooting
If the old image still shows, refresh the page after saving.
If the crop looks different in one portal, report the role and page where it appears incorrectly.

Related articles
How do I add or update my profile information?Learn more What should staff complete in their account profile?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.
Who this helps
Applies to
Workspace admins
Staff
Hosts
Guests
Need more help?
Still stuck?
Ask Trish from inside ORCHESTRIS or send the question to support so the answer can become a new help article.
Contact support
August 8, 2026
How do I add or update my profile information?
How do I add or update my profile information?

Support Home Account, Billing & AccessProfile Settings
Short answer
Use the account menu profile area to update name, email, phone, social handles, address, and profile photo where your role has permission.
Learn moreHow do I reset or change account access?How do I set up workspace branding?

Profile details
Profile information can include name, email, phone, social handles, address line, suite line, city, state, and zip.

Profile photo
Profile photos should crop to fill the circular avatar rather than sitting as a small rectangle inside the circle.
If the photo does not look right, use the edit photo option to reposition, crop, resize, or rotate it.

Role differences
Some fields may be visible only to workspace admins or staff depending on the account type and business workflow.
Learn moreHow do I reset or change account access?

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

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.
Who this helps
Applies to
Workspace admins
Staff
Hosts
Guests
Need more help?
Still stuck?
Ask Trish from inside ORCHESTRIS or send the question to support so the answer can become a new help article.
Contact support
August 8, 2026