Activities and notifications in Sonas help you stay informed about what has happened and what actions are needed for events. They're set up as part of your initial configuration to ensure that critical tasks are not overlooked.

All activities are listed in the Activities section within Sonas. Through venue configuration, you can define which activities require verification and which will trigger notifications for staff and or customers.

Continue reading to learn more about how activities work, and how to effectively use verification requirements and notification settings to streamline alerts and improve operational efficiency in Sonas.

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.

What are Activities?

Most actions taken on an event, regardless of its current status, generate an activity in Sonas. These activities are displayed in the main Activities section and within the Activities tab of a specific event.

This section includes several filters to help you quickly locate the information you need. To prioritise what’s most relevant to your role, go to Actions > Save Current Filters. This will ensure the main Activities section always shows what matters most to you.

Activities serve as a real-time log of updates across events, providing your entire team with a shared history of what's happening in Sonas. These logs are system-generated and cannot be customised per venue, they cannot be turned on or off.

Changes in an event’s status,  such as being marked pre-confirmed or having the event date held, are automatically recorded as activities. Other important updates, like a payment due, a meeting booked, or any of the wedding planning sections being locked or unlocked, will also appear in the activity log.

Some activities are specific to an event's status. For example, No Activity 7 Days is only triggered for events in Enquiry status.

What are unverified Activities?

As part of your venue configuration settings (found under Venue > General), you can specify which activities require verification. When one of these designated activities is generated, a staff member must manually verify that they have seen and addressed it.

This feature acts as your highest priority alert system, ideal for critical items that should never be missed. For example, an activity like Mail Not Sent should require verification to ensure prompt action has been taken.

By verifying an activity, the staff member is confirming that they have seen it and taken the necessary steps. Once verified, the activity is automatically time stamped with the date, time, and name of the user who verified it.

There will be a number by Activities on the main tool bar to alert all users to the fact that there are unverified activities. 

For certain actions, like the Payment Made activity, verification may involve confirming the receipt of a reported payment. It is essential that only team members with the appropriate responsibility verify these items, whether it is confirming a payment has been received or resolving an issue like an incorrect email address.

How to verify Activities

To verify an activity, simply click the green tick box next to it.

Once verified, the activity will be time stamped and marked with the name of the user who completed the verification.

Only verify activities that are relevant to your role. Unverified activities may serve as critical alerts for other team members, and prematurely verifying them could result in someone else missing an important task.

How to verify Activities in bulk

In some cases, you may need to verify multiple activities at once. To do this:

  1. Navigate to Company > General

  2. Select Actions > +Verify Old Activities

  3. Confirm the action in the pop-up by clicking OK

This process will verify all unverified activities, except those generated within the last 7 days.

What are notifications?

Notifications in Sonas are alerts triggered by activities on events to which you, as a staff user, are subscribed. These alerts appear via the bell icon in the top right-hand corner of Sonas.

As part of your venue setup (under Venue > General), you can define which activities generate staff notifications. However, to receive a notification, you must be subscribed to the relevant event.

You are automatically subscribed to any event you create. To manually subscribe or unsubscribe from an event, go to Event > General, then select Actions > Subscribe or Unsubscribe.

Staff notification settings apply to all staff users, regardless of their role. It is the event subscription that determines who does, and does not, receive the notifications.

How to Read Notifications

When you receive a notification in Sonas, you can mark it as read by simply clicking on it. Unlike activity verifications, notifications do not include a timestamp or record of who has read them.

In some cases, such as when you're notified that a file download is complete, clicking the notification will take you directly to the relevant section of the system.

Push Notifications

You can enable push notifications to receive your staff alerts directly on your personal device. This ensures you stay up to date, even when you're not actively using Sonas.

For setup instructions, see:

Customer Notifications

Customer notifications in Sonas are system-generated alerts sent to clients based on specific activities or changes within their event. These notifications are triggered automatically when certain actions occur, such as a payment becoming due, a meeting being scheduled, or a planning section being locked.

Customer notifications function similarly to staff notifications. They appear as an alert via the bell icon in the customer portal. They can also be set up as push notifications, following the instructions above. 

Which activities generate customer notifications is determined in your venue configuration settings. This ensures clients receive timely updates without the need for manual follow-up from your team.

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