CaterSOFT Occasion

This is your tool for creating and sending professional-looking proposals to potential clients. Instead of manually creating documents, you can use pre-designed templates.

CaterSOFT's proposals are designed to be visually appealing and present information clearly to make a good impression.

You can set up different proposal templates for different types of events (weddings, corporate events, etc.) to save time and ensure consistency.

Each proposal can be personalized with the client's name, event details, specific requirements, and your company's branding (logo, colors, etc.).

You can enhance proposals with custom fonts, high-quality images of your food or past events, and even links to videos (e.g., a showcase of your services).

Clients can digitally sign the proposal, streamlining the contract process and eliminating the need for printing and scanning.

This is your central calendar view of all confirmed events.

Different colors represent the status of a booking (e.g., confirmed, tentative, completed), making it easy to see the status of events at a glance.

Quickly find specific bookings by searching for keywords (client name, date, event type) or using filters to narrow down the view.

View your bookings in different calendar formats to see upcoming events, plan your schedule, and get an overview of your business activity.

Provides a simple list of bookings, which can be useful for exporting data or getting a quick overview.

These are the core tools for organizing the details of each event.

CaterSOFT can automatically create a plan based on the event details, reducing manual work.

Create and manage the timeline for each event, from setup to breakdown.

Assign guests to tables and keep track of seating arrangements.

Manage what uniforms staff need to wear for each event.

Keep track of the equipment needed for each event, such as tables, chairs, linens, and serving dishes.

This feature lets you create a detailed timeline of the event.

Similar to proposal templates, you can create templates for different types of events to save time.

Easily add a pre-made or customized schedule to each booking.

Create a very detailed schedule, down to the minute, to ensure everyone knows what to expect and when.

This is how potential clients can contact you through your website.

CaterSOFT provides a form you can embed on your website.

When someone fills out the form, their information is automatically captured in CaterSOFT as a new lead.

This is where you manage all your potential and confirmed events.

The form integrates with your website, capturing leads directly.

You can manually add leads that come in through other channels.

Import a list of leads you may have collected elsewhere.

All your leads are organized in a central location for easy management.

Analyze how many leads are turning into bookings to identify areas for improvement.

Delegate leads to specific team members to ensure they are followed up on.

Set up reminders to follow up with leads at specific intervals, increasing the chances of converting them into bookings.

Connect your email account to CaterSOFT.

Manage all email communication related to events directly within the software.

Use pre-written templates for common emails (quotes, invoices, confirmations) to save time.

See a complete record of all emails sent and received for each booking.

CaterSOFT's integration doesn't replace your current email; it works alongside it.

Schedule meetings and other important dates.

Schedule meetings with clients, venue visits, tasting sessions, etc.

Store and manage customer information to provide better service.

Allow multiple team members to view and manage calendars.