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Set up your menu, inquiry form, and event plan.

Follow these steps to publish a menu, collect the details needed for a quote, and prepare your team for service.

Sales setup

Ask the questions that make quoting easier.

  1. Start with the Catering Inquiry template in Forms.
  2. Collect the event date, guest count, venue, service duration, service selection, and contact details.
  3. Configure booking capacity around your actual people and resources, not a blanket one-event-per-day rule.
  4. Choose whether to collect an inquiry, save an internal estimate, or show the customer a non-binding estimate.
  5. Publish the form and test a complete submission before adding it to your website.

An instant estimate is not an accepted quote or a reserved booking. Quote acceptance, contract signature, and the configured payment condition remain separate steps.

Operations checklist

Make service day easier before it starts.

  1. Confirm the venue, timezone, service window, access instructions, and customer contact.
  2. Check that the contract and required payment condition are satisfied.
  3. Assign available staff and the right resources. Resolve conflicts before the event.
  4. Build a checklist for setup, power, water, stock, and teardown using your own service requirements.
  5. Review the mobile event brief, then reconcile orders and outstanding balances after service.

Keep scope changes explicit. A dedicated post-event overage workflow is not yet available; do not treat notes as a new payment authorization.

Start with your business

Put your next inquiry, booking, and payment in one place.

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Create your account and set up your business workspace.