This class is the perfect orientation for new Caterease users. You will learn how to add a new event from scratch, including creating a brand new customer. Various data-entry tools in the Event Manager are discussed, as well as the important distinctions between the General and Sub-Event displays. Customizing quickpick lists, entering times, selecting banquet rooms or site locations, retrieving menu items, adding menu items by hand, entering staff, copying comments from the Scratch Pad, generating and emailing a contract and posting an event payment are all covered. You’ll even learn how to create events quickly with the Event Wizard! It’s a fun, comprehensive class – loaded with information! Don’t miss this one!

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In Caterease, you have a Print Designer that allows you to create as many prints as you want, to serve any purpose you need. The Print Designer offers a template-based approach to modify the various event prints (contracts, invoices, proposals, back-of-house prints) you generate from the program.

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If you want to impress the boss, then you have GOT to learn about these powerful Caterease tools. And if you ARE the boss – well, this class will put literally any piece of event information instantly at your fingertips. You will learn how to use our powerful query tools to track events (or clients, or prospective clients, or menu items, or staffing, or payments, or …) based on any detail – track by event date, or by theme, or by status, sales rep and a host of other conditions. Then, once you have the results you want, you will learn how to customize the details to show you any information you need to see – and even print those custom details as a fully customized report, or export them for use in other software programs! You’ll even find out how to print or email contracts, invoices and other prints for multiple events with one mouse click. Can you say “time saving”?!

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If you own the Marketing Tools Package, then you owe it to yourself to learn how to get the most use out of this powerful Caterease add-in module. This class will show you exactly that, from creating basic merge documents letters (inserting images, adding merge fields, formatting text, inserting tables), to creating robust dynamic prints including menu items, sub-event details, payments, staffing, and more – and ultimately printing those documents or even using them as the bodies of outgoing emails. You’ll even learn how to print or email these documents for an entire group of clients or events with one single mouse click. Any event print you can imagine, you can create – and this class will show you how!

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Why clutter your list of active clients in Caterease with a list of potential customers whose business you may or may never get? Take this valuable class, and learn how to use the Prospect Manager add-in to track a separate database of prospective leads. Assign next actions, track next action dates, record history notes and correspondences! You’ll even discover how to use the powerful Import Wizard to import a database of prospective leads (or active customers)!

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Never forget another appointment or phone call again! This important class teaches you about every aspect of the popular Contact Manager add-in to Caterease – how to manually create both reminders and contact history notes (details of things you have done), how to have the program generate both automatically, how to keep track of things you’ve done and duties you need to perform. Sign up for this class today, and throw away all of those yellow stickies!

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Did you know that all of your program’s default menus for food/beverage items, rental equipment, and even miscellaneous charges (such as setup fees), are managed in Menu Manager? Our Menu Manager class explains how to add and edit your default menus, from basic details such as name and price, to more specialized information such as detailed description, recipe, modifications, etc. During this 60-minute class, you’ll learn how to set up an ingredients list and attach a custom list of required items. You’ll even learn how to create menu packages and retrieve those packages from Event Manager. After you have been exposed to the data-entry tasks, the Menu Manager class will walk you through tracking that information via the food/service reports and custom queries available in Caterease.

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This class is a must for anyone who is involved in staffing an event. In this comprehensive 60-minute class, you will learn how to create positions, such as wait staff, bartenders, bus staff, etc. You will then learn how to assign employees to each position, then designate availability, check for employee conflicts, and schedule an employee to work an event. Other topics included in this class include customizing employee wages, sending a batch e-mail to employees, and moving employees from one shift to another. After you have learned about inputting the necessary employee information, you will learn to extract the information from Caterease, culminating in printing an Event Staffing Sheet and generating a Staffing Activity Query.

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This class provides a comprehensive overview of how hotels, motels, and inns can use our powerful Guestrooms Manager module to book a new sleeping rooms contract. First, you’ll learn how to set up your Guestrooms Manager program. After you’ve added your rooms/room rates and you’ve customized your miscellaneous settings, you’ll discover the numerous tools available to help you streamline your guestrooms-booking process. You can even link your guestrooms contract to an event! The class concludes with a discussion of the numerous prints and reports you can generate.