When you book appointments in Sonas, such as a viewing, meeting, item delivery, or tasting, the appointment will automatically update to 'Attended' once the scheduled time has passed. If an appointment is cancelled or a client does not attend, you'll need to update this status manually in Sonas.
It is crucial to correctly mark appointment attendance to ensure you have an accurate record of events and that reporting (for example, attendance rates) is precise.
If you cannot see any of the discussed sections or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions.
Attendance for Show Arounds, Meetings, and Item Delivery
Once an appointment is booked via a web form or the event's appointment section, the attendance status will be 'Not Set'.
How to Cancel an Appointment
To cancel an appointment, navigate to the event's appointments section. Open the specific appointment, then click Actions > Cancel Appointment.
A client can also cancel an appointment via the Show Around Questionnaire. Either method will generate an activity log confirming that the appointment has been cancelled.
How to Mark as a 'No Show'
If a client does not attend their appointment without prior cancellation, you must mark it as a 'No Show'. Navigate to the event's appointments section, open the appointment, and click Actions > Set No Show.
Please note that you can only mark an appointment as a 'No Show' after the scheduled start time, not before.
It is important to register 'No Shows', not only for accurate record-keeping but also to help you identify trends. For example, by tracking 'No Shows', you can decide if additional appointment reminders are necessary.
How to Mark as 'Attended'
An appointment will automatically update to 'Attended' once the scheduled end time has passed, provided you have not already cancelled it or marked it as a 'No Show'.
If you wish to mark an appointment as 'Attended' before it automatically updates, navigate to the event's appointments section. Open the appointment and click Actions > Set Attended.
Attendance for Tastings
How to Cancel a Tasting
To cancel a tasting appointment, navigate to the event's appointments section. Scroll down to the Tastings section and click the red 'X' to cancel.
How to Mark as a 'No Show'
If a client does not attend a tasting, navigate to the tasting event by selecting the Tasting section from the left-hand menu. Scroll down to the appointment and select the red Mark as a No Show button.
How to Mark as 'Attended'
A tasting appointment will automatically update to 'Attended' once the tasting event's end time has passed, provided you have not already cancelled it or marked it as a 'No Show'.
If you wish to mark it as 'Attended' before it automatically updates, navigate to the tasting event by selecting the Tasting section from the left-hand menu. Scroll down to the appointment and select the green Mark as Attended button.