Category: Host & Guest Portal

ORCHESTRIS support articles for Host & Guest Portal.

  • How do hosts and guests use the planning portal?

    How do hosts and guests use the planning portal?

    How do hosts and guests use the planning portal?

    Short answer

    Hosts and guests open their assigned event, use the Planning tab to complete enabled cards, and rely on blur-save fields so answers save as they work.

    Planning cards

    • Cards show the planning information, questions, notes, and song controls that have been enabled for that event.
    • On smaller screens, opening a card should move into a focused card view with a clear back control.

    Editing rules

    • Descriptions from templates or admins should not be editable by hosts or guests.
    • Notes only appear when notes are enabled on the card.
    • Locked cards cannot be changed by hosts or guests.

    Saving

    • Answer fields should save when the user clicks or taps out of the field. The portal should not require a separate submit-planning button.

    Related articles

    How do host and guest links work?How do clients and guests request songs?

    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.

    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.

    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.

    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.

    Related articles

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

    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.