How do I add a planning-call option for clients?

Short answer

A planning-call option should let a host book a call from the portal and route that call to the correct assigned staff member or team workflow.

Learn moreHow do I assign staff to an event?How do I set availability for booking calls?

Recommended workflow

  • Decide which staff type or assigned person should handle planning calls.
  • Connect availability for that person or team.
  • Show the booking option from the host portal only when it is useful for the event workflow.
Learn moreHow do I assign staff to an event?How do I set availability for booking calls?

Event-specific assignment

  • If the assigned DJ or planner should handle the call, the booking workflow should prioritize that person over a random team member.
  • If nobody is assigned yet, the workflow can fall back to workspace availability rules.
Learn moreHow do I set availability for booking calls?How do I assign staff to an event?

What clients should see

  • The client or host should see a clear call type, available time options, and confirmation details after booking.
  • They should not need to understand internal assignment rules.
Learn moreHow do hosts and guests use the planning portal?

Related articles

How do I assign staff to an event?Learn moreHow do I set availability for booking calls?Learn moreHow do hosts and guests use the planning portal?Learn more

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