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What does the Customer Planning Portal look like?

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By Robin Longman

February 23, 2024

What does your customer planning portal look like?

  1. The email received by the customer will be based on the template welcome email set up in your Templates menu in the sub menu for your venue.  The default email template looks like this:
  2. Once they have followed the link in the welcome email to create their Sonas password, they can log into Sonas in the same way the venue does at https://app.sonas.co
  3. Upon logging in, your customers will get a welcome message giving them a brief explanation of how everything works.  This includes the notification bell in the top right hand corner (exactly the same as your venue’s Sonas) and the main dashboard. This has a countdown to their wedding date and an alert that the terms and conditions sent by your venue need to be reviewed.
  4. Until the customers have reviewed the terms, they cannot proceed with the next stages of the wedding planning.  When they click on the Terms and Conditions menu they will be taken to a screen to action them with a response.
  5. Once they are happy with the agreed terms, they will need to click on the Actions menu in the top right hand corner to send their response.  As it is a required agreement in order to proceed with the event, the only option available to them in the menu is to Accept Terms and Conditions.
  6. The customer will get one last warning screen to ensure that they are happy to agree to the terms. 
  7. Once they press OK to confirm, the icon for the Terms and Conditions in the left hand side menu will change from amber coloured (meaning pending confirmation) to green (meaning confirmed).
  8. Meanwhile your venue will receive a notification (top right hand corner) and an alert in your Activities menu that the terms and conditions have been accepted.  Depending on the settings of your initial setup, this may need to be verified manually by clicking on the green tick in the circle next to the activity outlining the change.
  9. Once this is verified, the full sub-menu of sections for the wedding planning will open up. The sections will all be red in colour (meaning action required).  These include:
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