Customer Planning Portal

What does your customer planning portal look like? 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: Once the...

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...

The most important part of the wedding planning process begins once the customer agrees to the terms & conditions and the wedding status has been changed to  Confirmed .  At this stage both you and the customer can start the planning process toget...

The  ceremony  section (or  ceremony details  section in the customer’s Sonas portal) is the first section that is available to the venue at an early stage.  It contains the basic details of the wedding, including the couple’s personal information...

The  timeline  section (or  event timeline  section in the customer’s Sonas portal) is likely to already be partially pre-planned after various discussions between you and your customers prior to confirming the wedding.  With that in mind, you hav...

The  guest  section (or  guests and tables  section in the customer’s Sonas portal) is one of the most important aspects in the planning of a wedding.  The section is broken down into 4 categories:  Guestlist, Add Guest, Seating Plan  and  Room La...

The  food menu  section (or  menu selection  section in the customer’s Sonas portal) is one of the first sections that should be completed by the customer in the initial stages of wedding planning.  If your customers have already attended a tastin...

Both customers and staff users can make drink selections for events. The drinks available are based on the drink menu selected for each event. See How to create Drink Menus for more information on creating drink menus.  Be sure to have your gues...

The bar options menu is very simple to navigate as there are limited options available to the customer.  Normally the bar options will have been previously discussed with the customers so the choices will be easily made for the event. Step-by-step...

The supplier services section allows the customers to add in their chosen external suppliers for their wedding or to choose a service that is provided by your venue (normally at an additional cost).  The customers must include all of the external ...

The items menu allows your customer to include certain items that they wish to bring or have delivered to your venue for their event.  This section allows you to create a list of items and then using the  appointments  menu, you can schedule the d...

When adding confirmed events to your Sonas portal (normally when you first set up Sonas and need to migrate existing event details over) you may not want to send out welcome emails until you have confirmed all of the correct event details in the s...

Sonas supports you in creating, editing, and booking Tasting Events. Whether a large tasting event with numerous couples, or a small private tasting, each can be successfully managed with Sonas.  By managing Tasting Events (food and/or wine) in So...

Sonas has a dedicated transaction section for each event, which provides detailed information on all charges, due dates, and payments. The payment process involves creating a  proforma  bill, which is the first step in paying a charge. Once paid, ...

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...

Tastings are booked in the appointments menu of each couple’s wedding sub-menu.  Your customers can also book in the appointment menu of their Sonas customer portal, if you have allowed them access to book too, as part of the tasting setup (by def...

As part of the pre-confirmation process, the customer will receive access to the Sonas Customer Portal, where they review and accept their event contract. (see Pre-Confirming an Event) Here is an informative walkthrough of the Terms and Condition...

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...

This is how you can see what your customer has changed the default venue images/pictures to in their Sonas Customer Planning Portal.  The customer can change the venue default images/photos to personalise their planning portal, viewable by the ven...

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. This article will show you how to remove or revoke a customer's access to...

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 ...

In the Customer Planning Portal, customers can pay charges, invoices or proformas. This article will show you the two ways a customer can make payments from the Portal, via Bank Transfer or by credit card, using the Stripe integration (only availa...