Getting started with CaterCloud

Getting Started with CaterCloud

CaterCloud is an all-in-one CRM built for catering businesses — from food trucks to corporate caterers. This guide walks you through the essential setup steps so you can start managing bookings, staff, and clients straight away.

1. Complete Your Business Profile

Before anything else, add your business details so they appear correctly on quotes and invoices.

• Go to Settings → Business
• Fill in your Business Name, ABN, Address, and Logo
• Set your preferred Timezone and Currency
• Save your changes before moving on

2. Invite Your Team

Bring your staff into CaterCloud so they can access the platform based on their role.

• Go to Settings → Team
• Select Invite Team Member
• Enter their email address and assign an appropriate role
• They'll receive an invitation to create their account

3. Create Your First Event

Events are the core of CaterCloud — each one holds all the details for a booking.

• Go to Events → New Event
• Add the event name, date, location, and client details
• Fill in any additional notes or requirements
• Save the event to begin building it out further

4. Build Your Menu

Set up your food and beverage items so they're ready to attach to events and quotes.

• Go to Menus → Items
• Add each item with a name, description, and price
• Group items into packages if needed for easier quoting

Explore the Rest of CaterCloud

Once your basics are in place, explore the main navigation to get the most out of the platform:

• Today — your daily operations hub
• Pipeline — track and follow up on leads
• Money — manage quotes, invoices, and P&L
• Inbox — communicate directly with clients

> Tip: Check out the Sequences feature to set up automated follow-up emails or SMS messages for new leads.