• How to add Company general information

  As part of your initial set up, be sure to set up some basic Company level configurations. These configurations will impact your venue(s). If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions. Video Link How to add Company info and general configurations Navigate to the Company's General section, Company General Fill out yoFew readers

• How to get started with Sonas

  Hello and welcome to Sonas! Let’s get started…. This is an overview of the key steps that every new customer should take to successfully set up their Sonas account. Once these steps are complete, you will be fully functional- managing your enquiries and bookings entirely within Sonas.   Here are the first steps we suggest to get your venue(s) up and running. Some accounts may require more information than others in the initial setup phase (for example if you do your own catering, inputting theFew readers

• How to create default timeline for use in multiple events

  When setting up Sonas, it's recommended to create default timelines for the various kinds of events held at your venue.  The timelines are intended to offer your team and clients a framework for how the event should be timed, providing them with a solid foundation for the event's running order that can be personalised to suit each specific event and preference.  In this article, you'll learn how to create a new default timeline and how to duplicate it. Steps are provided for both single day evFew readers

• Understanding your Inbox

  Sonas provides a shared email inbox for your venue(s), which is set up during your initial onboarding. This inbox is accessible to your staff, serving as a central hub for managing all customer communications. To stay on top of messages, it’s important to understand how the inbox works. This article will guide you through the best practices for managing your inbox efficiently. If you cannot see any of the discussed sections or get permission denied messages with any of the actions, please coFew readers

• How to set up Default Sonas Email

  Whenever you add a new venue, a new email address in the shape of venueinitials@xxxxxx.sonas.email is added by default to your domain configuration section. This address allows you to quickly send and receive emails in Sonas. However, we encourage you to change this address to use your own domain (i.e. myvenue.com) to maintain trust and brand recognition. You want your customers to recognize your email address! Setting your own address/domain for incoming emails In order toFew readers

• How to add the Customer Planning Portal link to your website

  Sonas has a customer facing planning portal for your customers to assist in the planning process, approve the T&Cs, see transactions and more! In an effort to make the portal easily accessible for your customers, we recommend adding the link to your venue’s website. This can be an added to your website's footer, or as an item incorporated in the body of the website.Few readers

• How to customise Sonas with your logo

  Sonas can be branded with your logo and images/photos in the Customer Portal and in the staff user side.  Scroll down to the bottom to add the company logo for branding on the staff user side.  Step-by-Step guide to customising the Customer Portal at the Venue level Branding is done on the Venue level. Venue Branding  1. Start by uploading your Venue logo, click Upload and select your logo from your desktop. Your logo will appear to the right of the upload box. The recommendedFew readers

• How to customise your calendar with colour

  Sonas has many items that you can designate custom colours to in order to mange your Venue calendar. This article will walk you through the various items that can be customised, where to make those selections, and tips for using colour. If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions. Please note that calendar choices are applied venue wide and are not user specific. WhicFew readers

• How to Bulk Import your Existing Enquiries and Events into Sonas

  When you are first setting up your venue, you will want to import your existing enquiries and bookings into Sonas. This will populate your calendar and allow you to start managing the events in Sonas. Importing the events quickly populates basic information for the calendar. The finer details, such as transactions, menu choices and guest lists will be done separately.  You can import enquiries and events from multiple venues. This article will show you how to download the import template, howFew readers

• How to Remove 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 remove a customer from the People Section. For information on the People Section as a whole, please see How to Use the People Section How to Remove a Customer The email is designed not to be editable. However, if you need to change tFew readers

• How to Manage Event Related (Transactional) Email Permission

  Sonas supports two types of emails: transactional emails and bulk emails, also referred to as event-related emails and marketing emails, respectively. Event related are directly related to a specific enquiry or event. While marketing emails are promotional emails from your company and are unrelated to a specific event or enquiry.  Customers can provide or withdraw permission to send either type of email. This is managed per Customer in the People Section of each Event or Enquiry. Although thisFew readers

• How to Whitelist Sonas Emails

  Occasionally Sonas will need to send you a verification email or a reset password email. Since these emails contain a button in them, they could appear suspicious to your email provider, resulting in them being sent to spam or put in quarantine. If quarantined, the delivery could be delayed hours, if not days. There are a few simple steps you can take to ensure your Sonas emails are delivered to all users in your Company, whether they use their personal emails or a company provided email addressFew readers

• How to configure and use Gratuity

  Sonas supports receiving gratuity from your customers. A few venue configurations allow you to determine if, when, and where customers can pay gratuity. Gratuity can be flat payments, such at £300 after an event. Or a percentage of a charge, like 5% of package payments, or 20% of a food charge.  This article will guide you through setting up various gratuity workflows. Gratuity settings are optional and can be enabled with your venue’s preferences. If you cannot see this section or get permiFew readers

• How to Add Sonas to your iOS Device Home Screen

  Sonas is a browser based software. It is mobile responsive, meaning you can access the site from your mobile device and it will size correctly, be it a phone or tablet. Although Sonas does not have an app, you can add an icon to your home screen to access the site with ease. This article will show you how to add the Sonas website to the home screen of your iOS device (iPhone and iPad). Please note, in order to optimise your Sonas experience on iOS devices, it is important to keep you iOS updateFew readers

• How to Add Sonas to your Android Home Screen

  Sonas is a browser based software. It is mobile responsive, meaning you can access the site from your mobile device, be it a phone or tablet. Although Sonas does not have an app, you can add an icon to your home screen to access the site with ease. This article will show you how to add the Sonas website to the home screen of your Android device. How to Add Sonas to your Android Home Screen Open your Chrome browser on your device and go to app.sonas.events, there is no need to login at tFew readers

• Security Best Practices in Sonas

  In order to ensure the security of your data in Sonas we have some security guidelines to help keep you safe.  How Data Access is Protected Two-Factor Authentication (2FA): When logging in from a new device Sonas will require you to click a link that is sent via email to verify it. This prevents someone who has guessed your password from gaining access (assuming your mail is not compromised). If this device is not used for 2 weeks it will expire. You can adjust this timeframe toFew readers

• How to Configure the Invoicing Section

  The venue's Invoicing section is where you set up VAT rates, configure financial records, activate gratuity workflows, and more. All of these configurations play an important role in getting your venue configured for success with Sonas. Read on to learn more about each section of Venue Invoicing. If you cannot see this section or get permission denied messages with any of the actions, please contact your Company Admin in order to get the required permissions. Video youtube Video (2Gu8Few readers

• How to use Single Sign On (SSO)

  You can use your Microsoft login - both personal (such as Outlook or Hotmail) and work accounts - to log in to Sonas. This allows you to take advantage of the security features offered by these accounts while also reducing the number of passwords you need to manage.  Your organisation may need to authorise SSO in their Microsoft settings. For existing accounts (both staff and couples), if your email is associated with a Microsoft account, you can opt to use SSO by simply clicking the blue MiFew readers

• How to activate push notifications on an iOS device (iPhone)

  You can conveniently receive Sonas notifications on your iOS device by following a few simple steps. How to add push notifications to your iPhone Add Sonas to your iOS home screen, see Add Sonas to your iOS device Login to Sonas on your device, via the home screen icon you just added. Navigate to Profile Communications in Sonas (bottom of the left hand main tool bar). Click Allow browser notificatFew readers

• How to activate push notifications on an Android device

  You can conveniently receive Sonas notifications on your Android device by following a few simple steps. How to add push notifications to your phone Add Sonas to your Android home screen, see Add Sonas to your Android device Login to Sonas on your device, via the home screen icon you just added. Navigate to Profile Communications in Sonas (bottom of the left hand main tool bar) Click Allow browser noFew readers

• How to use the Customer Code

  The Customer Code feature in Sonas helps you track and identify clients, especially repeat customers. It’s also essential when integrating with external systems like Sage 50, or exporting to other accounting systems, ensuring data is matched correctly on export. This guide explains what the Customer Code is, where to enter it, and how it’s used in financial exports. What Is the Customer Code? The Customer Code is a unique identifier that can be assigned to each client or organisatiFew readers

• How to Name or Rename an Event

  Sonas allows you to give each event a unique name. This name appears in the event header (for both staff users and in the customer portal) and can also be used to search for the event in your event list. Naming your event clearly and consistently helps keep things organised and makes it easier to find and manage. Step-by-Step Guide Navigate to the General section of the event you wish to name: Event General At the top of the section, locate the Event Name fiFew readers

• How to use Notes

  There are two forms of notes that are used within Sonas.  Private notes can be added by staff members for only the venue to see whereas public notes can be added (and edited) by you and your customers as part of the wedding planning process.  Private notes that are only visible to the venue staff, can be added to any page on Sonas to highlight actions or log any extra activities, details or concerns associated with that particular section. The full list of private notes can be viewed in the NotFew readers