Event Planning Sub-Menu: What the icon colours mean
The most important part of the wedding planning process begins once the customer agrees to the terms & conditions and the wedding status has been changed to Confirmed. At this stage both you and the customer can start the planning process together. The sections that need completing include the ceremony, guests, timeline, menu, drinks choices, bar options, supplier services and items. The idea is that once all of these planning sections turn green, the wedding will be ready to go. You can ediFew readersEvent Planning Sub-Menu: the Ceremony section
The ceremony section (or ceremony details section in the customer’s Sonas portal) is the first section that is available to the venue at an early stage. It contains the basic details of the wedding, including the couple’s personal information and is normally completed in full prior to the wedding status being fully confirmed. The customer really only needs to check the details - namely their personal details, spelling of their names etc, and lock the section when everything is confirmed as corrFew readersWedding Planning Sub-Menu - How to use the Timeline
The Timeline section, also known as the Event Timeline section in the customer's Sonas portal, is likely to be partially pre-planned following various discussions between you and your clients before confirming the wedding. You may have already selected one of your template timelines as part of event confirmation. While using a template is recommended to streamline the planning process, you or your clients can also create a new timeline from scratch if preferred.
An event’s timeline is lFew readersEvent Planning Sub-Menu: The Guest Section
The Guests section is a central hub for managing all guest-related information for your event. It's divided into three key areas: Numbers, Guestlist, and Add Guest. You and your clients can amend the guest details as needed until the venue finalises the event.
While every event will have a Numbers section, the Guestlist and Add Guest sections are only available for events where the guest list feature is enabled. This article provides an overview of all three sectionsFew readersEvent Planning Sub-Menu: How to select a Food Menu
The food menu section (or menu selection section in the customer’s Sonas portal) is one of the first sections that should be completed by the customer in the initial stages of wedding planning. If your customers have already attended a tasting at your venue they will have probably already made their menu choices by the time the wedding is confirmed on Sonas. Once the food menu section is completed, they can send out the invites informing their guests of the menu options available to them on thFew readersEvent Planning: How to make a Drink Order
Both customers and staff users can make drink selections for events. The drinks available are based on the drink menu selected for each event. See How to create Drink Menus for more information on creating drink menus.
Be sure to have your guest numbers complete before making selections, as many options are guest number determined. How to make an initial drink order and how to change an order are outlined belFew readersEvent Planning Sub-Menu: How to select Bar Options
The bar options menu is very simple to navigate as there are limited options available to the customer. Normally the bar options will have been previously discussed with the customers so the choices will be easily made for the event.
Step-by-step guide:
Click on the Bar Options page in the sub-menu for the wedding.
The bar options available to your customer will be listed like this:
Pay Bar (Your guests pay for their own drinks)
Account Bar (You may speciFew readersEvent Planning Sub-Menu: How to select and manage Suppliers and Services
The supplier services section allows the customers to add in their chosen external suppliers for their wedding or to choose a service that is provided by your venue (normally at an additional cost). The customers must include all of the external supplier’s details and include any additional instructions for each one on the day of the event. They can also upload any additional insurance/liability documents required by your venue at this stage too.
Step-by-step guide:
Click on the SFew readersEvent Planning Sub-Menu: How to use Items
The items menu allows your customer to include certain items that they wish to bring or have delivered to your venue for their event. This section allows you to create a list of items and then using the appointments menu, you can schedule the delivery date of each one's arrival to the venue.
Step-by-step guide:
Click on the Items page in the sub-menu for the wedding.
To add an item to the list, Click the Actions menu in the top right hand corner and then either + Add New ItFew readers How to import a guest list
Not only can customers and staff users add guests one by one through Event Guests Add Guest, but either can import a guestlist from a spreadsheet. Here is the step by step guide to importing a guest list.
How to Import a Guestlist
Navigate to an Event's Guest section. Event Guests.
Click on Guestlist
3. Click Actions Import Guests from FFew readersHow to make modifications to your Confirmed Event
When you have a confirmed event and some important information changes, you can edit the information in Sonas. Confirmed event information covered in this article includes: event date and area, food package, drink package, event type, and main customer.
All of an event’s general information is found in the event submenu, General. Event General. To make changes to key reservation components, click Actions in the upper right hand corner. This provides you with your options of itemsFew readersHow to Understand, Print and/or Download the Overview Section
As you plan an event in Sonas, all information is consolidated into the Overview Section. This article will review this section in detail, as well as show you how to print and/or download it.
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.
What is the Overview?
The Overview is all event planning information, consolidated into departmental categories. This will serve as tFew readers