How to Enable or Disable Email Sending to a 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. This article will show you how to disable and enable email sending.
If email sending is disabled, the @ next to the customer's name in the People Section will be Red. If you send them a message, they will not receive it in their email inbox, it will only be accessible from the message section of the customer planning portal.
If email sending is enabled, the @ next to the customer's name in the People Section will be Green. If you send them a message, they will receive it in the inbox of their email (as listed in Sonas) and they will see it in the message section of the customer planning portal.
If you do not want a customer to access messages at all, be sure they have their email disabled (red @) and no access to the portal (red key). Please note, upon granting portal access (green key), customers will see all historical messages associated with the event.
For information on the People Section as a whole, please see How to Use the People Section
How to Disable or Enable Email Sending
- Click on the individual's name in the People Section.
- Actions > Enable Email Sending or Actions > Disable Email Sending
- Click Save.
- You will see the @ sign next to their name either red (disabled) or green (enabled), aligning with the changes you just made.
Understanding the Icons
- @ icon (green): Email sending is enabled. The customer will receive emails.
- @ icon (red): Email sending is disabled. The customer will not receive emails.
- Key icon (green): Portal access is enabled. The customer can log in and view all messages, including historical ones.
- Key icon (red): Portal access is disabled. The customer cannot log into the planning portal.
Only customers with a green @ and/or a green key will see messages.
Important Notes
- You cannot delete a customer from an event if there are financial records in their name. Instead, disable their email and portal access so they no longer receive any communications.
- If the customer who needs to be removed is the main customer, first assign another person as the main customer, then disable email and portal access for the original customer.
- It is recommended to add an internal note in the People Section explaining why a customer's communication has been turned off, so other team members are aware.
- Disabling email for a customer stops all emails to that person. It is not currently possible to skip a single automatic email on a one-off basis.
Updated on: 01/06/2026
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