What should clients or hosts complete in their account page?

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 moreHow do hosts and guests use the planning portal?Learn moreHow do I reset or change account access?Learn more

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