Event Planning Sub-Menu: What the icon colours mean
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...
Event Planning Sub-Menu: the Ceremony section
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...
Wedding Planning Sub-Menu - How to use the Timeline
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...
Event Planning Sub-Menu: The Guest Section
The Guests section is a central hub for managing all guest-related information for your event. It's divided into three key areas: Numbers , Guestlist , and Add Guest . You and your clients can amend the guest details as needed until the venue...
Event Planning Sub-Menu: How to select a Food Menu
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...
Event Planning: How to make a Drink Order
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...
Event Planning Sub-Menu: How to select Bar Options
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...
Event Planning Sub-Menu: How to select and manage Suppliers and Services
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 ...
Event Planning Sub-Menu: How to use Items
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...
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 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 Create and Use Custom Fields
Custom Fields is a tool that allows you to extend the functionality of Sonas by creating venue-specific data points for assimilating additional information for each event. This will be information that is important and/or unique to your venue. Su...
How to set up your areas, fixtures, and default layouts.
Setting up Areas is a vital part of your venue's configuration in the system. The feature has two primary functions: scheduling event spaces and creating detailed floor plans. Firstly, defining distinct areas—such as a ceremony room, a reception h...
How to make modifications to your Confirmed Event
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...
How to use the People Section
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...
How to see the Customer Planning Portal Images
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...
How to Revoke Planning Portal Access
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...
How to Give Planning Portal Access from the People Section
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 ...
How to Set the Main Customer
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...
How to Add New People/Customers
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...
How to change a Date-on-Hold Enquiry to a Pre-Confirmed Event
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...
How to Understand, Print and/or Download the Overview Section
As you plan an event in Sonas, all information is consolidated into the Overview Section. This article will review this section in detail, as well as show you how to print and/or download it. If you cannot see this section or get permission denie...
How to Log a Phone Call
There may be times where you speak to a customer on the phone. This article will walk you through how to log a phone call in Sonas so you have a full history of your communication with the customer. If you cannot see this section or get permissio...
How to Use Notes
Sonas provides a way to make notes for internal use throughout the application. This article shows you how to create, edit, and delete notes, as well as where to see all notes, how to print notes, and how to download notes as a PDF. If you cannot ...
How to Name or Rename an Event
Sonas allows you to give each event a unique name. This name appears in the event header (for both staff users and in the customer portal) and can also be used to search for the event in your event list. Naming your event clearly and consistently ...