Articles on: Handling Enquiries in Sonas

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 to set a Main Customer. 


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


How to set a Main Customer


  1. Navigate to an Event's People Section, Event > People
  2. Click on the individual's name that you want to set at the Main customer. (If you need to add the person, see Add New People)
  3. Go to Actions > Set as Main Customer
  4. A pop up will appear to confirm that you want this individual to be the Main customer as invoices will be generated against this person, click OK.
  5. If the individual did not have Send Emails, it will automatically change to Yes as the main customer must receive emails. 
  6. Click Save.
  7. You will see the star now next to this individual on the main People page. 



How to Use the People Section


Add New People


Remove a Customer


Edit Customer Email Address


How to Give Portal Access


Revoke Access


Resend Login Email

Updated on: 16/03/2026

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