Planning the Wedding with your Customer

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...

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...

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...

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 ...

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...

Setting up areas in an important part of the Venue setup. There are two primary uses for Areas, to schedule areas for various events and to use the layout/floor plan functionality.  Identify different areas in your venue and the allowed uses for e...

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...

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. 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 ...

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.  For information on the People Section as a whole, please see How to Use...

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...

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...

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...

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 ...