Creating and managing events

Events (also called Functions, Jobs, or Bookings depending on your settings) are the core of CaterCloud.

Creating an event

1. Go to Events → New Event (or click the + button in the top bar)
2. Fill in: event name, client, date, start/end time, location, and guest count
3. Click Save — the event is created in Draft status

Event statuses

• Draft — work in progress, not confirmed
• Quoted — a quote has been sent to the client
• Confirmed — event is booked and paid deposit
• Completed — event has occurred
• Cancelled — event was cancelled

Key event sections

• Details — core info: date, venue, guest count, contact
• Costs — add per-head costs, fixed costs, and see your P&L
• Quote — generate and send a quote to the client
• Invoice — create and send an invoice
• Staff — assign staff and build the roster
• Notes — internal notes (not visible to clients)
• Run sheet — step-by-step event day checklist

Editing an event

Click any event from the Events list or calendar to open it. All fields are editable until the event is Completed.

Recurring events

For regular recurring bookings (e.g. weekly corporate lunch), go to Events → Recurring to set up a recurring series. CaterCloud will auto-create individual event instances on schedule.

Archiving and deleting

To cancel an event, change its status to Cancelled. Deleting events permanently removes them — archive/cancel instead to retain records.