Getting started with Sonas

Sonas setup guide - first steps

How to get started with Sonas

Hello and welcome to Sonas! Let’s get started….   This is an overview of the key steps that every new customer should take to successfully set up their Sonas account. Once these steps are complete, you will be fully functional- managing your enqui...

How to create default timelines for use in multiple events

When setting up Sonas, it's recommended that you establish distinct timeline templates for the various kinds of events held at your venue. These templates serve as a reference point that each event can customise to their preferences. By using defa...

How to use Notes

There are two forms of notes that are used within Sonas.  Private notes can be added by staff members for only the venue to see whereas public notes can be added (and edited) by you and your customers as part of the wedding planning process.  Priv...

How to use your Email Inbox

This article will cover 5 basic points that are key to the functionality of your day to day Sonas usage: The categorisation of new leads and messages from existing contacts Assigning staff members to emails Who receives email communication for eac...

How to use your own email address/domain when sending and receiving emails

Every company in Sonas is given a random subdomain in the shape of xxxxxx.sonas.email, that you can use with your venues to send and receive regular emails without any hassle. However, using your own address/domain is often preferred as it gives m...

How to personalise menus with additional choices, supplements and charges

The Sonas product menus are designed to provide your venue with the flexibility to include supplementary charges for any premium products, extra choices or additional per guest pricing offered.  This article will give you an overview of how these ...

How to set up Default Sonas Email

Whenever you add a new venue, a new email address in the shape of venue_initials@xxxxxx.sonas.email is added by default to your domain configuration section. This address allows you to quickly send and receive emails in Sonas. However, we encour...

How to add the Customer Planning Portal link to your website

Sonas has a customer facing planning portal for your customers to assist in the planning process, approve the T&Cs, see transactions and more! In an effort to make the portal easily accessible for your customers, we recommend adding the link to yo...

The Calendar: How to add public holidays

Want to see your regional public holidays on your Sonas calendar? You can add holidays and more by adding custom calendars into Sonas.  At the Company level you can add and remove custom calendars. Most commonly, this will be used to add public ho...

How to create and edit package and bespoke drink menus

After configuring your available drinks (refer to the How to Add Drinks section), the next step is to craft enticing drink menus, presenting diverse drink packages for your customers. These may comprise predefined packages, specifying a set numb...

How to add, manage, and edit Services

Services  are add-ons, or up-charges, made available to customers by the Venue. Sonas provides a section where staff users can add and manage available services. Services are added to events through the event submenu, Supplier Services.  Services...

How to customise Sonas with your logo

Sonas can be branded with your logo and images/photos in the Customer Portal and in the staff user side.  Scroll down to the bottom to add the company logo for branding on the staff user side.  Step-by-Step guide to customising the Customer Portal...

How to Bulk Import your Existing Enquiries and Events into Sonas

When you are first setting up your venue, you will want to import your existing enquiries and bookings into Sonas. This will populate your calendar and allow you to start managing the events in Sonas. Importing the events quickly populates basic i...

How to Manage Event Related (Transactional) Email Permission

Sonas supports two types of emails: transactional emails and bulk emails, also referred to as event-related emails and marketing emails, respectively. Event related are directly related to a specific enquiry or event. While marketing emails are pr...

How to send and receive messages/email

Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference. As part of the venue set up process, you set up your Sonas specific email address and an email address using your o...

How to Add Sonas to your iOS Device

Sonas is a browser based software. It is mobile responsive, meaning you can access the site from your mobile device, be it a phone or tablet. Although Sonas does not have an app, you can add an icon to your home screen to access the site with ease...

How to Send an Email

Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference. This article will show you how to send transactional emails to your customers. For more email information and detai...

How to Add Sonas to your Android Home Screen

Sonas is a browser based software. It is mobile responsive, meaning you can access the site from your mobile device, be it a phone or tablet. Although Sonas does not have an app, you can add an icon to your home screen to access the site with ease...

How to Edit and Send a Draft Email

Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference. This article will show you how to send transactional emails to your customers. For more email information and detai...

How to Reply to Email

Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference. As part of the venue set up process, you set up your Sonas specific email address and an email address using your o...

How to Understand Message Status Icons

Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference. As part of the venue set up process, you set up your Sonas specific email address and an email address using your o...

How to Resend Emails

Sonas is a communication tool, helping you stay in touch with your customers. Keeping all messages in one place for easy reference. As part of the venue set up process, you set up your Sonas specific email address and an email address using your o...

Security Best Practices in Sonas

In order to ensure the security of your data in Sonas we have some security guidelines to help keep you safe.  How Data Access is Protected Two-Factor Authentication (2FA) : When logging in from a new device Sonas will require you to click a link...

How to create and use Financial Templates

As part of the Sonas setup process, it’s essential to configure the finance-related templates. These templates will generate financial records, receipts, and payment verifications for your customers. While Email Templates covers these aspects at...

How to Configure the Invoicing Section

The venue's Invoicing section is where you set up VAT rates, configure financial records, activate gratuity workflows, and more. All of these configurations play an important role in getting your venue configured for success with Sonas. Read on to...