Sonido Software Guide

Leads

• What is a Lead?
• Lead List
• Add Lead
• Manage Leads
• Lead Management - Video Walkthroughs

Contact Manager

• What is the Contact Manager?
• Contact List
• Add Contact
• Manage Contacts

Projects

• What is a Project?
• Project List
• Manage Projects
• Project File Storage
• Project Client File Uploads
• Project File Delivery

File Review

• What Is File Review?
• Add Audio Files to File Review Portal
• Managing the File Review Section in a Project
• File Review Portal - Reviewer Actions
• File Review Portal - Studio Actions
• Walkthrough - File Review

Time Tracking

• What is Time Tracking?
• Time Tracking - Setup
• How to Track Time
• Invoice Tracked Time

To Dos

• What is a To Do?
• To Do List
• Create a To Do
• To Do Notifications

Marketing Events

• What is a Marketing Event?
• Marketing Event List
• Create a Marketing Event

Calendar

• Calendar View
• Create a Calendar Booking
• Calendar Booking Notifications
• Third-Party Calendar Integration
• Online Booking Portal

Financials

• Quotes List
• Creating Quotes
• Invoice List
• Creating Invoices
• Stripe Integration - Setup
• Automated Payments in Invoices

Dashboard & Reports

• Sonido Dashboard
• Sonido Reports

Web Forms

• Sonido Web Forms
• Web Forms - Setup
• Web Forms - Styling
• Web Forms - Form Submissions

Equipment Management

• What is Equipment Management
• Equipment Categories
• Equipment Management

Administration & Setting

• Getting Started
• Setting Up Terms & Conditions
• Quote/Invoice Email Templates
• Custom Picklists
• Online Booking Portal - Setup & Use Guide
• Integrations: Zoom

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