Every enquiry and event in Sonas has a People Section. This is where you mange the customers associated with events, including their email access and planning portal access.
For information on the People Section as a whole, please see How to Use the People Section
How to add a new customer to the People Section
- Navigate to and event's People Section, Event > People
- Go to Actions > + Add Customer
- Fill in the fields. Including selecting the Welcome email you would like the individual to receive (if any), this could be your welcome to Sonas email with login instructions. Selecting an email gives access to the customer portal. If left with "None" they will not be given access at this time, you can add access at a later time, see How to add access below. The Main customer must receive emails, access to the portal is optional. Everyone will receive messages with their portal access, they will only receive email as well if Send Emails is Yes. The only way someone will not receive messages and/or emails is if BOTH emails and access is off. Be sure that the email address is correct.
- Please review that all the information is correct before clicking Save.