How to create a new Enquiry

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 input the enquiry details into Sonas too.

Step-by-step guide:

1. Click on Events in the side-menu.

2. In the sub menu, click on Create Enquiry.

3. In the Create New Enquiry page, fill out all of the boxes including:

• Venue (choose from one of your existing venues - if you haven’t already inputted your venue’s details into Sonas, see help guide to Create your first venue) 

• Email 

• Enquiry Made On

• First Name

• Last Name

• Mobile

• Event Type (e.g. wedding, blessing, party etc.)

• Enquiry Source (e.g. direct call, website, social media etc) 

• Date(s) desired (input provisional date desired - Note: this will not be confirmed until the enquiry becomes a client)

1. Click save in the top right hand corner of the screen to add the enquiry.

2. Once you have saved these initial details Sonas creates a sub menu for that event, taking you to the General page. 

3. This page outlines the Event Details.  As it is only an initial enquiry, you will not have Package Options, Package or Food Menu completed at this stage.

4. The next stage from an enquiry is to follow up with your new client: either with an email, phone call or an appointment (setting a meeting or a show around of your venue).

Existing Customers and Duplicate Enquiries

When creating a new enquiry manually, if the customer's email address is already in the system, Sonas will display a pop-up warning to alert you that the customer already exists. This helps prevent erroneous duplicate enquiries.

If a customer submits a new enquiry using the same email address as a previous enquiry (e.g. they enquired before), a link icon will appear in the header of the new enquiry. This flags that the customer is already in the system. You can click on Related Events in the event submenu to view their other enquiries or events. If the email address is different, Sonas will not be able to flag it.

Handling Duplicate Enquiries

Sonas does not currently support merging enquiries. If a customer has duplicate enquiries, the recommended approach is to exhaust one of them, citing "duplicate" as the reason. This way no information is lost from either enquiry.

Finding Contact Information on an Enquiry

Customer contact details such as email and phone number can be found in the People section of the enquiry. Navigate to Event > People to view all associated customer information.

Updated on: 20/04/2026