Question 1

I need help signing in

Accepted Answer

If you're having trouble logging into Sonas, we’re here to help. Below are some common issues and how to resolve them quickly.

🔐 I’ve Forgotten My Password

No worries! You can reset your password anytime:

Go to the Sonas login page.
Click “Forgot your password?”
Enter your email and check your inbox for a reset link.

Note: The link is only valid for a short time—if it expires, simply request a new one.

⌛ I Have a Link, but It Says "Token Expired"

If you're seeing a "token expired" message, it just means the reset or login link has timed out. You can easily request a new one by:

Going back to the Sonas login page.
Clicking “Forgot your password?”

❌ I see a message saying "Account Disabled"

If you're seeing an "account disabled" message, it means your access to Sonas has been removed. If you are an employee using Sonas at a venue, please contact your direct Manager. If you are using Sonas to organise your event with a venue, please contact the venue to see why you have been removed.

🔄 I’m Using SSO and Having Trouble Logging In

If you’re using Single Sign-On (SSO), like Microsoft login, make sure:

You're logged into the correct Microsoft account
You can access your Microsoft account normally

For more detailed steps, check out our SSO help article: 👉 [SSO Login Troubleshooting Guide](/en/a

Question 2

How to create Reports in Sonas

Accepted Answer

There are a number of reports that can be generated within Sonas to allow you to analyse the information inputted into the system. You can find a basic list of the type of report that can be created in Sonas here, including sales, marketing and financial reports. Each one of these charts can be tailored to allow you to analyse stats for different venues and/or time frames so there are countless reports that can be created. Additional financial information can also be exported from the Accounts and Transactions section which you will find in the Company sub menu. This is outlined in more detail at the bottom of this page.

Once you have created a selection of reports you can personalise your Dashboard with the statistics you wish to see at a glance on a daily basis.

Reports: Step-by-step guide:

Click on the Reports section in the main menu.
Click the Actions menu in the top right hand corner and then + Create New Report (There is a shortcut to create report in the left hand sub menu too)
Your report will be broken into two sections. The first section is the top two lines of information which will create the overall base of the report i.e. what it will be called, what type of report it is (sales, marketing, financial for example) and the time frame you

Question 3

How to change an event's payment plan

Accepted Answer

When you pre confirm an event in Sonas, you apply a payment plan, or stage payments for the base package price. Occasionally, this plan needs adjusting due to a date change, package change, etc. This article will walk you through how to change the existing payment plan for a pre confirmed or confirmed event.

If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions.

Video Tutorial

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How to change or update an event's payment plan

Navigate to the transaction section of the event you need to update. Event > Transactions
Go to Actions > Change Payment Plan. In this example we will change this 3 payment plan to a monthly payment plan.
Make the necessary changes, which could be a change in the package or the payment plan. In this example I am leaving all the same, but applying a new payment plan for monthly payments. As the booking deposit has already been paid, I leave that set to no.
Click Next.
Review the payment plan, adjusting any dates if needed. Note that the escrow deposit is highlighted in blue if there is one. ![](https://storage.cr

Question 4

How to make an appointment with your customer

Accepted Answer

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.

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Step-by-step guide:

To add in a new meeting or show around, click on the Appointments section of your customer’s event sub menu.
Click the Actions menu in the top right hand corner and then + Create Appointment (you can also + Create Tasting booking here too)

On the Create New Appointment page, fill out all of the boxes including:

Type (choose from Meeting, Show Around / Viewing or Item Delivery)
Title (optional description, e.g. Final Planning Meeting)
Start Date and Time (of the appointment)
Staff (involved in the appointment)
Notify Customer via Email ( Choose either None or one of your template confirmation email )

When choosing your template you can prompt the customer for more information if you so require. If the template you select includes the special token {{url}} the template confirmation emails include a link to an enquiry form for the clients to fill out prior to their appointment. In our example data the template "Example of Show Round Confirmation 1st" contains this link whereas the others do not. This form is d

Question 5

Which reports can be generated in Sonas?

Accepted Answer

Below is a list of the basic reports that can be created and individually tailored in Sonas. Each report has a number of different parameters that can be amended to highlight the key performance indicators that you wish to analyse. These parameters include filters for date, event status, event type, tags, venue, and transaction type, just to name but a few. By mixing different filter selections, a large amount of reports can be generated for your team to review. The important ones, or those that you want to review on a daily basis, can then be added to your Sonas Dashboard for convenience (see Dashboard). These are updated and refreshed every time you login.

The reports discussed in this article are specifically the visual reports, such as line graphs. Financial and accounting spreadsheet reports can be found here.

This article is a high level look at the different types of reports that can be created with examples and links to a more in depth look at each type.

If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions.

Where to find reports

The Reports Section is located in the main toolbar on the left. Reports has a submenu that contains the List of Reports, which are you created reports. And Create Reports, which allows you to create a new report for the list.

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Question 6

How to change the status from Enquiry to  Date-on-Hold

Accepted Answer

Once you have had one or several meetings (and discussions) with your enquiries, you can provisionally put a Date on Hold in your calendar to ensure that their preferred event date(s) is reserved for their event while you negotiate and finalize the contract.

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Step-by-step guide to move an Enquiry to Date on Hold:

To put the date on hold for the couple, click on the General section of your customer’s event sub menu.

Click the Actions menu in the top right hand corner and then Date on hold.

This is a three step process: Date, Area and Review.

Use the calendar to select the date to hold. Availability is color coordinated and is linked to your main calendar. Click on the chosen date (or days if you selected a multi-day event).

Click Next Step.

Select the area in which your event is being held. If you do not have areas defined, it will default to Main. (See Setting Up Areas).

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