• What does the Customer Planning Portal look like?

  What does your customer planning portal look like? The email received by the customer will be based on the template welcome email set up in your Templates menu in the sub menu for your venue.  The default email template looks like this: 2. Once they have followed the link in the welcome email to create their Sonas password, they can log into Sonas in the same wayFew readers

• How the customer accepts the Terms and Conditions (T&Cs).

  As part of the pre-confirmation process, the customer will receive access to the Sonas Customer Portal, where they review and accept their event contract. (see Pre-Confirming an Event) Here is an informative walkthrough of the Terms and Conditions (contract) acceptance process in the Sonas Customer Portal. When the customer logs in to the Sonas portal for the first time, they will immediately see the need to review the Terms and Conditions. They will not have access to additional sections of tFew readers

• How to see the Customer Planning Portal Images

  This is how you can see what your customer has changed the default venue images/pictures to in their Sonas Customer Planning Portal.  The customer can change the venue default images/photos to personalise their planning portal, viewable by the venue staff users.  Step-by-Step guide to see how the customer selected planning portal images 1. Navigate to the Style section of the event submenu. Event Style You can see if they uploaded any new pictures, different from the Venue defaultFew readers

• How to Resend Planning Portal Login Welcome Email

  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 resend the welcome email with the login instructions to the planning portal. For information on the People Section as a whole, please see How to Use the People Section How to Resend the email with access login instructions NavigaFew readers

• How a Customer makes Payments in the Portal

  In the Customer Planning Portal, customers can pay charges, invoices or proformas. This article will show you the two ways a customer can make payments from the Portal, via Bank Transfer or by credit card, using the Stripe integration (only available if activated for your Venue, see Stripe). How a customer chooses what to pay From the Customer protal, navigate to the Payment Schedule section. Click PayFew readers