To get your CaterZen account started, there are a few things to get in place. Below are a few things

you can begin doing to get your account fully set up and ready for use!

Catering Menu Entry

Upon signing up for CaterZen, our team will enter in your first 200 menu items completely free. If you

have more than 200 items, you can have our team enter them in for you (for a small additional fee)

or you can learn to enter in menu items into your own account. Here are a few videos that will train

you how to manage your menu.

Import Client Database

If you have a current database of your clients and prospects that you would like uploaded to

CaterZen, you can import them into you CRM. The video below will show you how to format your

database into an excel spreadsheet and how to import it into your CaterZen Account.

Create Proposal Graphics

Through CaterZen you will have the ability to send quotes to your customers for review. One of the

additional features you will receive is the customer design work that pairs along with those quotes.

The video below will explain what all is included and what we would need to begin the design work.

Add Employees

One of the first things you'll want to do after starting your CaterZen account, is add Employees

(users). You can add unlimited users to your account at no cost. Each person can be set up with a

unique mix of permissions so that each employee is set up with the appropriate amount of access.

Delivery Zones

Delivery Zones allow you to draw on a map where you will deliver to

and what you will charge for that particular area of town. These are a great way to ensure

accuracy and automation for your delivery charges.

CRM

The CRM (Customer Relationship Manager) is where all of your customer data is stored. Here you can easily

recall order history, invoices, notes on food allergies, etc. Using this tab to its full advantage can make the

difference between constant reliable contact and a database of only half information. In the videos below you

will learn all of the facets of this module and how to begin using it to your advantage.

Phone System

Our phone system can be set up to forward your catering calls to the people on your team who are best

equipped to handle them. This system records your calls in your CaterZen account so you can play them back

for review.

Please note that this system has an additional fee associated with the calls. ($0.06/minute for

inbound calls, $0.05/minute for outbound calls)

Google Connect

If you or your team uses Gmail or Google Calendar to manage your catering communication and schedule, you

can easily connect your Google Account to your CaterZen account. The video below will show you how to

complete the connection so that you can easily see your CaterZen orders on your Google Calendar and email

your customers directly from your CaterZen CRM.

Lead Forms

Collecting your customers information has never been easier. By creating a Lead Capture form, you can easily

embed forms into your website for your customers to fill out. This information gets captured into your

CaterZen account and you get notified when someone fills it out so you can follow up about your prospects

upcoming event.

Kitchen Production Reports

For many people, their Kitchen Production Reports are a huge factor in their operations

running smoothly. This is one of the few sessions that will absolutely require a bit of set up

work and a session with Meredith Dillard. You can book a time with her to set these up by

going to www.BookTimeWithMeredith.com.

Reports Tab

In CaterZen, you have a section of your software that manages your reporting. Sales

Reports, Database Reports, To-Do Reports, etc. In this video we will dive into some of the

more commonly used reports by our clients.

Overview Tab

Your overview tab will often act as your snapshot into your daily orders. From this tab you

can see orders within a specific date range, as well as the reports that correlate with them.

In this video we break down this page and all of its features.

BEO Manager

A BEO can help organize your team and give a clear plan for execution for your events. In

the videos below you will learn how to create BEO templates to use for different types of

catered events, as well as how to apply those templates to your catering orders.

Online Ordering Interface

One of our client's favorite CaterZen features is the Online Ordering Interface that

allows their customers to easily place orders online. Our designer will work with you

to create a branded page. The video below will show you the capabilities of this page.

Quotes

When a customer is looking for information about your catering services, one of the

great things you can provide them with is a quote. This will show them an example of

what an order would include and how much it would cost. You can create a quote for

your customer from within CaterZen, or they can place it online through your online

ordering interface. Once the customer is ready, these quotes can quickly be converted

to orders with just a few clicks.

Contracts

Many caterers require contracts before placing orders for their clients. Our contract

module allows you to create custom contracts that include e-signatures so your

customers can quickly sign and return back to you. In the videos below we'll show you

how to create a contract template and how to put it to use.