New User Training

The Caterease Onboarding series is a free collection of live online trainings available to all users.  Designed to explore the basic concepts of the program, these classes are a perfect starting point for new users – as well as a helpful means of brushing up for users with more experience.

LIVE ONBOARDING CLASSES

It is highly recommended that new users to the program begin with the first class and continue sequentially; experienced users, however, are welcome to target specific classes for their needs.  For a description of each class and times when they are offered live, click the link below.

For registration information, email training@caterease.com.

Caterease Onboarding Timeline 2021

Special Orientation

First-time users to Caterease will enjoy this quick orientation video.  It is a perfect primer to our new user onboarding classes!

Booking a New Event

Prerequisites: None

The perfect introduction to Caterease, this class shows you how to add a new client and book an event – from choosing a date and entering general details to building a menu, emailing a print and posting a payment.

Class Days/Times:

Monday  11:00 a.m. – 12:00 p.m. Eastern

Wednesday 11:00 a.m. – 12:00 p.m. Eastern

Friday 1:00 p.m. – 2:00 p.m. Eastern

Click Here to Register
Click here for Guidebook

Event Manager Tools

Prerequisites: “Booking a New Event” or experience using the program

This class follows up on the concepts learned in the Booking a New Event class, exploring such concepts as creating a detailed timeline for an event, creating a checklist of to-do items, copying events, managing tax/service charge rates, scheduling future payments, evaluating event cost and profit, applying discounts and attaching external files to an event.

Class Days/Times

Tuesday 11:00 a.m. – 12:00 p.m. Eastern

Wednesday 1:00 p.m. – 2:00 p.m. Eastern

Click Here to Register
Click Here for Guidebook

Customizing Event Prints

Prerequisites: The previous two classes or experience using the program

This setup class teaches you how to create and modify custom event prints using layouts provided in your program’s Print Designer.  Learn how to create custom print headers and footers – inserting logos or other images, entering text and inserting dynamic merge fields.  Discover how to use special Top Notes and Bottom Notes sections to enter general information or terms and conditions for your prints, as well as how to suppress sections, rearrange information, change fonts, change print layouts and more.

Class Days/Times

Monday 3:00 p.m. – 4:00 p.m. Eastern

Wednesday 3:00 p.m. – 4:00 p.m. Eastern

Click Here to Register
Click Here for Guide Book
Click Here for Print Layout Samples
Click Here for Print Designer Quick Reference Guide

Default Menus Setup

Prerequisites: “Booking a New Event” or experience using the program

Although we at Caterease entered your basic menu information prior to deploying your program, you are free to edit anything we’ve done or add more details.  In this class, you will learn how to rename and rearrange your default menus, add new menus and items, modify existing details, establish minimum and linked quantities, designate inventoried items, build automatic menu packages, setup required items and ingredients and more.

Class Days/Times

Tuesday 1:00 p.m. – 2:00 p.m. Eastern

Thursday 11:00 a.m. – 12:00 p.m. Eastern

Click Here to Register
Click Here for Guide Book
Click Here for Menu Manager Quick Reference Guide

General Program Setup

Prerequisites: “Booking a New Event” & “Event Manager Tools” or experience using the program

This class is designed to help you set Caterease up for the specific needs of your operation.  You will learn how to customize drop-down (quickpick) lists, rename various fields in the program, create custom fields, make certain fields conditionally required, establish default settings for new bookings, limit the number of daily events, setup system security, create default timelines and checklists and more.

Class Days/Times

Tuesday 3:00 p.m. – 4:00 p.m. Eastern

Thursday 1:00 p.m. – 2:00 p.m. Eastern

Click Here to Register
Click Here for Guide Book
Click Here for Program Setup Quick Reference Guide

General Q & A

Get answers to any remaining questions as you begin working in this powerful program.

Class Days/Times

Friday 3:00 p.m. – 4:30 p.m. Eastern

Click Here to Register

 

  • Class is limited to 10 companies.
  • Questions must be submitted at least 24 hours in advance.
  • Limit 5 questions per company.
  • Submit questions to training@caterease.com.
  • Additional questions to be answered as time permits.