• How to add Confirmed Events

  Unlike new bookings which will be followed through from enquiry to a confirmed event, you may need to add in a confirmed event into Sonas which is a much quicker process. This is invariably used as part of the migration process when you first join the Sonas platform and need to add the basics details of your existing weddings into the system.  There is a 3 step process for this: the event details, the price breakdown and the user's details.  Step-by-step guide: Click on Events in the sidFew readers

• How to add Terms and Conditions (T&Cs)

  You can upload the terms and conditions for your client's event through your Sonas portal directly to theirs. Normally this process occurs as part of the pre-confirming of the wedding stage of the sales process. The final part of the process to pre-confirm the wedding is finalising the terms and event costs for the couple to accept, prior to starting their planning. However, when a  confirmed event (/en/article/Few readers

• How to add charges in Transactions for Confirmed Events

  When you create a confirmed event in Sonas, you will need to manually add in transaction charges and due dates for your customers to follow in lieu of not having a full automated payment schedule in place.  The reason that the payment schedule cannot be used for confirmed events is that it is highly likely that you have already taken a deposit or some initial payments for the event so the balance of remaining charges will need to be added in manually.  This will ensure your customers stay up toFew readers