Category: Events & Planning

ORCHESTRIS support articles for Events & Planning.

  • How do I assign staff to an event?

    How do I assign staff to an event?

    How do I assign staff to an event?

    Short answer

    Workspace admins assign staff from the event people area by choosing the needed staff type and selecting the matching team members for the event.

    Staff types

    • Staff lists should filter by the role or staff type assigned to each team member so the event assignment process stays clean.

    Repeat assignments

    • Existing users should be assigned to new events instead of receiving duplicate accounts.

    Portal access

    • Assigned staff should see the event in their portal after the assignment is saved.

    Related articles

    How do staff members accept an invite and access events?How do I create an event?

    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.

    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.

    Locked cards

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

    Related articles

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

    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.

    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.

    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.

    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.

    Related articles

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

    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.

    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.

    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.

    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.

    Related articles

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

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