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

Navigate to an Event's People Section, Event > People
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)
Go to Actions > Set as Main Customer
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.
If the individual did not have Send Emails, it will automatically change to Yes as the main customer must receive emails.
Click Save.
You will see the star now next to this individual on the main People page.

Important Notes

A customer who has been invoiced cannot be deleted from an event, as there are financial records in their name. However, you can change the main customer to someone else, then disable email sending and revoke portal access for the original customer so they no longer receive communications. See How to Enable or Disable Email Sending to a Customer.
Editing people details on completed events is currently restricted. If you need to update customer details after an event has been completed, please contact the Sonas support team to make changes on the backend.

When you create a new event using the same email address as a previous customer, the events are automatically associated. You can view all linked events for a customer in the Related Events section, located on the left sidebar just under General. This section is only visible if the customer has more than one associated event.

Updated on: 22/04/2026

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