Workspace settings

Workspace Focus Settings

The Workspace Focus setting tells CaterCloud what kind of catering business you run, so it can tailor your Today page, sidebar, and the tools it surfaces first. This is useful any time your business model changes or the default layout doesn't match how you work.

Where to Find It

Navigate to Settings → Workspace. The Workspace Focus section loads immediately — no additional tabs to click.

How to Change Your Workspace Focus

1. Go to Settings → Workspace.
2. Under Workspace Focus, you'll see a list of focus options. Each card shows a name and a short description of what it's optimised for.
3. Click the card that best matches your operation.
4. CaterCloud saves your choice automatically — you'll see a confirmation message:

*"Workspace focus updated. Your Today page and sidebar will reflect the new focus."*

1. Your layout refreshes immediately. No page reload needed.

The currently active focus displays a filled checkmark badge on its card.

Available Focus Options

The options shown depend on your account type. Most users will see two or more focus types covering different catering models (for example, event-based work or food truck operations). Select the one that most closely matches your primary business.

> Note: The Contract Catering focus is not visible to all accounts and may not appear in your list.

What Changes — and What Doesn't

• Changes: The layout of your Today page and the items prioritised in your sidebar.
• Does not change: Your existing bookings, clients, quotes, invoices, or any other data. Switching focus is non-destructive and reversible.

Troubleshooting

If your selection fails to save, an error message will appear at the top of the focus list. Simply try clicking your chosen option again. If the problem persists, refresh the page and retry.

---

Tip: If your Today page still feels cluttered after switching, check your sidebar pinned items — some shortcuts may have been set during initial onboarding.