How to add Confirmed Events
Unlike new bookings which will be followed through from enquiry to a confirmed event, you may need to add in a confirmed event into Sonas which is a much quicker process. This is invariably used as part of the migration process when you first join...
How to add Terms and Conditions (T&Cs)
You can upload the terms and conditions for your client's event through your Sonas portal directly to theirs. Normally this process occurs as part of the pre-confirming of the wedding stage of the sales process. The final part of the process to ...
How to import a guest list
Not only can customers and staff users add guests one by one through Event > Guests > Add Guest , but either can import a guestlist from a spreadsheet. Here is the step by step guide to importing a guest list. How to Import a Guestlist Navigate t...
How to add charges in Transactions for Confirmed Events
When you create a confirmed event in Sonas, you will need to manually add in transaction charges and due dates for your customers to follow in lieu of not having a full automated payment schedule in place. The reason that the payment schedule can...
How to add payments
This is how to add payments to charges in Sonas. Examples of when you WILL add payments in Sonas: your customer gives you cash in hand your customer pays by cheque uses a credit card on a physical POS bank transfer where the funds have been rec...