Getting started with CaterCloud

CaterCloud is a catering business CRM that helps you manage events, staff, quotes, invoices, contacts, and outlets from one place.

First steps after signing up

1. Complete your business profile — go to Settings → Business and fill in your business name, tax ID, address, and logo. These appear on your quotes and invoices.
2. Set your timezone and currency — go to Settings → Business. CaterCloud defaults to Australia/Sydney and AUD.
3. Invite your team — go to Settings → Team and send invitations to staff or admin users.
4. Create your first event — go to Events → New Event and fill in the client details, date, and location.
5. Add menu items — go to Menu → Items to build your product catalogue.

Navigation overview

• Dashboard — your daily overview: upcoming events, tasks, and revenue snapshot
• Events — all your bookings in one place (calendar or list view)
• Money — quotes, invoices, P&L
• Contacts — CRM for clients and leads
• Staff — roster management and scheduling
• Forms — lead capture and enquiry forms
• Sequences — email and SMS automations
• Menu — items, packages, and combos
• Settings — business profile, integrations, team

Getting help

If you're stuck, click the Help button in the bottom-right corner to chat with our AI assistant. For complex issues, email support@catercloud.io.