Create your first event

Create Your First Event

Getting your first event into CaterCloud takes just a few minutes. This walkthrough is for anyone setting up CaterCloud for the first time and ready to log a real booking — from client details to guest count to saving.

---

Before You Start

Make sure you have at least one active operation set up in your account. Events are always linked to an operation (your food truck, catering brand, or service unit), so this needs to exist first.

---

Open the New Event Form

1. Navigate to Events in the main sidebar.
2. Click the New Event button — this opens the event creation drawer over the schedule view.
3. If you navigate away without saving, the drawer closes and you'll return to Schedule.

---

Fill In the Event Details

Work through the fields in the drawer:

• Operation — Select which of your active operations this event belongs to. Only active, non-archived operations appear in this list.
• Client — Enter the client's name or search for an existing contact.
• Date — Pick the event date using the date picker.
• Venue — Type in the venue name or address where the event will take place.
• Guest Count — Enter the expected number of guests.

---

Save the Event

Once all required fields are filled in:

• Click Save (or the equivalent confirm button in the drawer) to create the event.
• The new event will appear on your Schedule calendar immediately.
• If you need to exit without saving, click outside the drawer or use the close control — you'll be taken back to Schedule without any record being created.

---

What Happens Next

Your event is now in the pipeline. From the event detail page you can add quotes, assign staff, attach notes, and manage client communication — all from one place.

> Tip: Once your event is saved, you can drag and drop it directly on the Schedule calendar to reschedule it without opening the full detail page.