How do Packages and Add Ons work?

Short answer

Packages and Add Ons are for organizing the services, upgrades, and optional extras a workspace offers so they can later connect to events, CRM leads, and proposals.

Learn moreHow do CRM boards, groups, and columns work?How can an automation create a workspace and send a magic link?

What to add

  • Core event packages
  • Photo booth add-ons
  • Lighting upgrades
  • Ceremony audio
  • Planning add-ons
  • Travel or staffing extras
  • Any repeatable service a workspace sells
Learn moreHow do I prepare a workspace for beta testers?

How this connects later

  1. Packages can help CRM leads track service interest.
  2. Event records can use package information for planning, staffing, inventory, and future agreement generation.
  3. Campaigns and automations can eventually use package data to guide follow-up.
Learn moreHow do CRM boards, groups, and columns work?

Beta setup tip

  • Keep package names clear and consistent so testers can understand what should be selected or attached to an event.
Learn moreHow do I prepare a workspace for beta testers?

Related articles

How do CRM boards, groups, and columns work?Learn moreHow can an automation create a workspace and send a magic link?Learn moreHow do I prepare a workspace for beta testers?Learn more

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