• How to make an appointment with your customer

  The next step in the planning of a new event is to book your new lead into your Sonas calendar with a planned meeting or tour of your wedding venue. Step-by-step guide: To add in a new meeting or show around, click on the Appointments section of your customer’s event sub menu. Click the Actions menu in the top right hand corner and then + Create Appointment (you can also +  Create Tasting booking (/en/article/how-to-create-and-edit-tasting-eFew readers

• How to define venue availability for appointments

  Sonas allows your venue to have its own availability pattern for the different kinds of appointments: Meetings, Show Arounds, Item Delivery and Ceremony. Defining availability is an essential step when you allow your customers to book viewings and other meetings using the appointment webform (see Embedded Webforms). Having availability defined also assists in managing each staff member’s schedule.Few readers

• How to have appointment (show around) bookings from your website

  Sonas gives you the option to add a form on your website where your visitors can book an appointment time slot and send you extra information at the same time. In order to do so, you must complete the following steps: Define the availability for the appointments in every venue that you want to include in the form. You can learn how to do that by reading this article. Once you have checked your availability is correctFew readers

• How to create and edit tasting events

  Sonas supports you in creating, editing and booking Tasting Events. Whether a large tasting event with numerous couples, or a small private tasting, each can be successfully managed with Sonas.  By managing Tasting Events (food and/or wine) in Sonas, you can allow customers to book the events from their customer portal and track what food items and wines they tried when making their final event selections. Step-by-step guide to creating a tasting: Click on Tastings in the main Sonas mFew readers

• How to book tasting events

  Tastings are booked in the appointments menu of each couple’s wedding sub-menu.  Your customers can also book in the appointment menu of their Sonas customer portal, if you have allowed them access to book too, as part of the tasting setup (by default it's available). To learn more about creating or editing tasting events, see Creating and Editing Tastings. Step-by-step guide to booking a tasting: Open the Event's submenu that yoFew readers

• What does the show around confirmation questionnaire look like?

  When a potential customer books a show around (aka viewing), you can trigger an email confirmation to be sent. This email template can contain a token to redirect the customers to a questionnaire in order to gather some more information to help you prepare for the show around. Including this questionnaire is optional. This article will show you how to add the token to a template, send the questionnaire, what the questionnaire looks like, and where to find the entered information in Sonas.  PFew readers

• How to mark attendance for Appointments and Tastings?

  When you book appointments in Sonas, such as a viewing, meeting, item delivery, or tasting, the appointment will automatically update to 'Attended' once the scheduled time has passed. If an appointment is cancelled or a client does not attend, you'll need to update this status manually in Sonas. It is crucial to correctly mark appointment attendance to ensure you have an accurate record of events and that reporting (for example, attendance rates) is precise. If you cannot see any of the discFew readers