Handling Enquiries in Sonas

New enquiries will arrive directly in your inbox as new leads when you put your Sonas contact email details on your website’s enquiry form.  However if your lead is generated from a phone call or a client walks into your venue, you can manually in...

The next  step in the planning of a new event is to book your new lead into your Sonas calendar with a planned meeting or tour of your wedding venue. Step-by-step guide: To add in a new meeting or show around, click on the  Appointments  section o...

Changing from an enquiry to a provisional Date on Hold Once you have had one or several meetings (and discussions) with your new leads, you can provisionally put a D ate on Hold  in your calendar to ensure that their preferred wedding date is re...

Activities and Notes for each event The  Activities  section tracks any events associated with the event (i.e. Meetings, tastings or phone calls to clients) as well as any significant changes in the event´s status e.g. moving from provisional enqu...

You have an Enquiry with the provisional status of Date-on-Hold. Once you have agreed on event packages and associated costs with your customer, you can now  Pre-Confirm  the event. At this stage you will confirm included guest numbers (the number...

When you have changed the wedding status to pre-confirmed (and the customer has an email with access to their Sonas portal) you must wait for them to accept your terms and conditions.  Once they have accepted these you can change the status of the...

Sonas gives you the option to add a form on your website where your visitors can book an appointment time slot and send you extra information at the same time. In order to do so, you must complete the following steps: 1) Define the availability fo...

If you want to add a contact form to your website which directly creates enquiries in Sonas, you just need to create an external embeddable form of type "Enquiry" like described here . Once you are done, whenever a visitor submits the form, messa...

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...

To close a live enquiry you will need to exhaust it within Sonas. Step-by-step guide: To exhaust an enquiry, click on the  General  section of your customer's event sub menu. Click the  Actions  menu in the top right hand corner and then Exhaus...

When you have a confirmed event and some important information changes, you can edit the information in Sonas. Confirmed event information covered in this article includes: event date and area, food package, drink package, event type, and main cus...

Each Enquiry and Event in Sonas has a subsection to manage People. Event > People  The People section allows you to identify all individuals that are directly part of the planning of the event. This would likely include the couple, maybe the pers...

If your venue has one ceremony area that is used for multiple events in a single day, you can use Sonas to define the availability of the ceremony space to manage multiple events in a day with ease. For example, you have a chapel on site and multi...

Embedded forms can easily be added into your own website so you can receive enquiries or viewing/meeting bookings directly from your website in Sonas. Enquiry forms will create a new enquiry, while appointment forms link to calendar availability t...

Every enquiry and event in Sonas has a People Section. This is where you mange the customers associated with events, including their email access and planning portal access.  For information on the People Section as a whole, please see How to Use...

Every enquiry and event in Sonas has a People Section. This is where you mange the customers associated with events, including their email access and planning portal access. Every event has to have a Main Customer, this article will show you how t...

Every enquiry and event in Sonas has a People Section. This is where you mange the customers associated with events, including their email access and planning portal access. This article will show you how to give a customer access to the Planning ...

Every enquiry and event in Sonas has a People Section. This is where you mange the customers associated with events, including their email access and planning portal access. This article will show you how to remove or revoke a customer's access to...

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...