Term | Definition | Related Concepts / Old Verbiage |
Account Code | A setting used to map revenue from products or line items to a specific accounting category. This helps keep reporting and financial exports organized. | Products, Reports, Accounting |
Accounts Receivable Report | A Curate report focused on bookkeeping details such as project total, payments made, balance due, taxes, and status. It helps teams quickly see what is still owed across projects. | Reports, Payments, Balance Due |
Add Line Item | The action used inside the Orders tab to add a new item, service, fee, rental, or staffing entry to a proposal. Line items are the building blocks of an order. | Orders, Line Items |
AI Assist | Curate’s AI-powered helper used to speed up tasks such as drafting, organizing, and working with project or catalog information. It can support workflows like creating content or helping map recipe components. | Workroom, Catalog, Recipes |
Archived Project | A project that is no longer active in the main working view but is still retained in Curate. Archived projects may still be available in reports or historical project lists depending on filters. | Projects, Reports |
Automations | Rules that can automatically trigger actions, notifications, or project updates when specific milestones happen. Automations help reduce manual follow-up and keep workflows moving. | Notifications, Automations |
Balance Due | The remaining unpaid amount on a project after recorded payments are applied. It appears in payment workflows and bookkeeping reports. | Payments, Accounts Receivable |
Branch | A business location or organization entity that products, projects, users, or settings may be assigned to. Branches are useful for companies operating multiple locations. | Add-ons |
Calculated Properties | Custom fields that automatically calculate values based on project or line item data. They are commonly used for fees such as delivery, service charges, venue commissions, or design fees. | Custom Properties, Fees, Line Item Categories |
Calendar | A project view that displays events and projects by month, week, or day. It helps teams see upcoming work and manage scheduling. | Projects, Start Date |
Catalog | The central place where reusable Products, Components, and Rentals are managed. Items stored in the Catalog can be imported into project orders to save time and improve pricing consistency. | Products, Components, Rentals |
Categories | Organizational labels used to group items such as floral, hard goods, food, rentals, fees, or other business-specific groupings. Categories can also support reporting and calculated property logic. | Item Categories, Line Items, Reports |
Client Portal / Portal View | The client-facing view of a proposal where customers can review details, see selected sections, approve or sign documents, and make payments when enabled. | Proposal, Payments, Contracts |
Client Preview | A preview of what the customer will see when viewing the proposal. It helps teams confirm layout, pricing visibility, contracts, and visuals before publishing & sharing. | Portal View, Proposal |
Components | The ingredients or underlying cost items used inside recipes, such as flowers, food ingredients, hard goods, or other materials. | Recipes, Products, Components, Rentals |
Contact | A person or company record used for customers, vendors, venues, or collaborators. | Contacts |
Contract | A client-facing agreement attached to a project or proposal. | Contract Templates, Proposal |
Contract Template | A reusable version of contract language that can be applied to projects. It helps standardize terms and speeds up proposal preparation. | Templates, Contracts |
Cover / Cover Design | A visual presentation section used at the beginning of a proposal. Cover designs help create a polished first impression with branding, colors, and images. | Proposal, Image Boards |
Custom Properties | Custom fields that capture information specific to a team’s workflow or project needs. They can also be used to pull information into project details, contracts, or other areas. | Calculated Properties, Tokens |
Custom Units | Measurement units configured in Settings for recipes and components. They help teams price and measure materials in the way their business actually buys and uses them. | Settings, Components, Recipes |
Documents Module | A proposal content area used to store or display files such as PDFs, images, or supporting materials. Teams can manage internal and client-facing documents while controlling visibility. | Proposal Content, Workroom |
Duplicate Project | A workflow that copies an existing project to use as a starting point for a new one. This is especially useful for creating repeatable project templates. | Project Templates |
Email Template | A reusable email format for proposals, follow-ups, and notifications. Email templates can include rich text and personalization tokens. | Templates, Tokens |
Event | A term still commonly used in event workflows, but in the updated Curate platform the main record is referred to as a Project. A project contains the proposal, order, payments, contracts, and related event details. | Updated term: Project |
Fees | Additional charges added to an order, such as delivery, consultation, setup, breakdown, service, or design fees. Fees can be added as line items and may also be supported by calculated properties. | Line Items, Calculated Properties |
Gameplan | A workflow area used for operational planning, including Purchase Orders in the updated platform. It helps teams move from selling the event to executing it. | Purchase Orders, Operations |
Gratuity | An optional tip added to a project's financials. It can be included in the proposal directly or added by the customer during the payment process. | Payments, Scheduled Payments |
Guest Count | The number of guests for a project or event. Curate can use guest count in areas such as per-person pricing, Tokens and project calculations. | Orders, Section Pricing |
Image Board | A visual content module used to show inspiration, event design, catering setups, floral style, or venue imagery. Image boards help make proposals more engaging for clients. | Media Library, Proposal |
Import from Catalog | The action of pulling an existing Catalog item into a Project order. This keeps pricing and item details consistent, though Catalog updates do not automatically push to projects already using the item. | Catalog, Products, Orders |
Inquiries | Lead or form submissions received through Curate forms. | Forms → Inquiries |
Integrations | Connections between Curate and outside systems or services. | Integrations |
Internal Notes | Private notes used by the team for planning or production details. They are not intended for client-facing proposal content unless intentionally added there. | Components, Recipes, Project Notes |
Line Item | An individual item, service, fee, rental, staffing entry, or product inside an order. Line items include details such as name, description, quantity, pricing, taxes, images, and recipe costs. | Orders, Sections, Products |
Line Items Report | A report showing line-item-level details across projects, such as item name, category, quantity, price, subtotal, recipe costs, assigned cost, and tax. It helps identify popular or high-performing items. | Reports, Orders |
Markup | A pricing adjustment applied to costs to help calculate selling prices and protect profit. Markups are especially important when using recipes and components. | Markup Profiles, Recipes |
Markup Breakdown | A view of how recipe components and their costs contribute to pricing. It helps teams understand the cost and profitability behind a line item. | Recipes, Components, Profitability |
Markup Profile | A saved markup structure that defines how pricing is applied to items or recipes. In Curate Classic, these were called Pricing Profiles. | Markup Profiles |
Masonry Grid | An image board layout that can display many visuals in a flexible grid. It is useful for showing buffet setups, floral inspiration, venue layouts, or design direction. | Image Board, Media Library |
Media Library | Curate’s storage area for uploaded images and media files. It supports proposal visuals, inspiration boards, folders, and drag-and-drop uploads. | Image Boards, Proposal |
New Project | The updated action for creating a new event/project in Curate. This replaced the Curate Classic term + Add New Event. | Project |
Notifications | Alerts related to specific proposals or project activity. | Old verbiage: Workflows → Notifications |
Order | The section of a project where teams build and price the proposal using sections, line items, quantities, markups, recipes, fees, staffing, and totals. Orders are central to creating accurate and profitable proposals. | Line Items, Sections, Proposal |
Order Templates | A reusable set of orders and items that can be applied to the Orders Tab of a Project. Applying one adds the template content without replacing existing order content. | Templates, Orders |
Overview | Found within a Project. It contains key project-level information and settings. | Old verbiage: Admin → Overview |
Packages | Bundled offerings that group products together under a single price or grouped presentation. Packages are useful for standard service bundles or common event offerings. | Products, Catalog |
Payment Schedule | A set of planned payments for a project, such as deposits, installments, or final balances. In the updated platform, payment amounts may be custom, percentage-based, or divided across multiple payments. | Payments, Scheduled Payments |
Payment Templates | Reusable payment schedules that can be applied to projects. They help standardize deposit and installment structures across clients. | Templates, Payment Schedule |
Payments | The area for managing payment setup, scheduled payments, received transactions, and online payment options. In the updated platform, payment handling is more distinct from general integrations. | Scheduled Payments, Transactions, Curate Payments |
Payments Due Report | A report used to review upcoming or outstanding scheduled payments. It supports follow-up and bookkeeping workflows. | Reports, Scheduled Payments |
Payments Made Report | A report showing payments that have been marked as received, including paid date, type, amount, method, notes, project ID, and project name. | Reports, Transactions |
Product | A reusable catalog item that can be added to a project order, such as a service, menu item, floral arrangement, rental-style item, package, or standard offering. Products can include pricing, descriptions, images, categories, tags, recipes, and account codes. | Catalog, Recipes, Line Items |
Product Catalog | The Catalog area where Products are created and managed before being imported into project orders. It helps teams maintain consistent pricing and reusable offerings. | Catalog, Products |
Products Report | A report that shows which catalog products are used across projects, including units sold, projects using them, revenue, and tags. | Reports, Products |
Profitability | Curate’s ability to help review costs, revenue, profit, and estimated margins through orders, recipes, markups, and reports. It helps teams quote accurately and protect margins. | Markups, Reports, Recipes |
Project | The main Curate record for an event, proposal, or job. A project can contain details such as client contact, start date, orders, proposal content, payments, contracts, and activity. | Project / New Project |
Project Activity Log | A history of activity on a project. This replaces the Curate Classic term Proposal History. | Old verbiage: Proposal History → Project Activity Log |
Project Details Template | A reusable setup for project details, often based on event type, venue type, or theme. It helps standardize project information across similar events. | Templates, Project Details |
Project ID | The updated identifier used for projects in the new Curate platform. This replaces the Curate Classic term Invoice in migration vocabulary. | Project ID |
Project Owner | The user responsible for a project. Project owner can appear in project setup, filters, and reports. | Projects, Reports |
Project Status | The current stage of a project in the pipeline, such as lead, proposal, booked, or other organization-specific statuses | Status |
Project Template | A fully pre-built project blueprint containing all essential structural elements. Duplicate it to instantly generate new projects with your layouts, covers, and image boards already set up. | Templates, Duplicate Project |
Proposal | The client-facing presentation created inside a project. It can include order details, sections, pricing, visuals, contracts, payment schedule, and other content needed for approval. | Client Portal, Orders, Contracts |
Purchase Orders | Operational purchasing documents used to communicate needs to wholesalers or suppliers. In the updated platform, Purchase Orders live within the Gameplan tab rather than as a separate Purchases tab. | Purchase Orders, Gameplan |
Recipe | The set of underlying components, ingredients, quantities, costs, and notes tied to a line item or product. Recipes help calculate accurate costs and pricing for floral designs, catering menus, rentals, and other offerings. | Components, Markups, Products |
Recipe Notes | Private notes attached to a recipe. They help production teams understand details without necessarily showing that information to clients. | Recipes, Internal Notes |
Recipe Quantity | The quantity used to calculate a recipe’s component needs. In the updated platform, recipe quantity is linked to the line item quantity unless unlinked. | Recipes, Line Items |
Rentals | Catalog items and operational workflows used to manage rental inventory, availability, and logistics. Rentals can track inventory levels, booking dates, and item status such as Pulled, Loaded, Delivered, and Returned. | Catalog, Rental Status, Multi-Day Bookings |
Rentals Range Report | A report that shows rental inventory usage across a selected date range. It helps teams see which rentals are in use on specific dates and which projects are using them. | Reports, Rentals |
Rental Status | A logistics status used to track movement of rental items. Common statuses include Pulled, Loaded, Delivered, and Returned. | Rentals, Gameplan |
Reports | Curate’s reporting area for analyzing projects, payments, products, line items, taxes, receivables, rentals, and profitability. Reports can be filtered and exported as CSV files. | Projects Report, Payments Made Report, Products Report |
Scheduled Payments | Planned payment amounts and due dates tied to a project. They update as payments are recorded and help teams track what clients owe and when. | Payments, Payment Schedule |
Section | A group inside an order used to organize line items, such as Ceremony, Reception, Rentals, Cocktail Hour, Dinner Buffet, or Bar. Sections can control client-facing visibility, descriptions, images, totals, and per-person pricing. | Orders, Line Items |
Section Edit Panel | The slide-out or panel used to customize an order section. It can manage the section name, description, category, images, and visibility settings. | Sections, Orders |
Section Visibility Settings | Toggles that control what a client sees for a section, such as section total, per-person pricing, line items, quantities, prices, and subtotals. These settings change presentation but do not change the final total. | Sections, Client Portal |
Settings | The area where account-level configuration is managed, including tax rates, markup profiles, categories, payments, notifications, custom properties, custom units, integrations, and general settings. | Tax Rates, Markup Profiles, Payments |
Shopping List | A purchasing or planning view that helps teams review needed components and costs. It can show details such as tags and unit cost for components. | Components, Gameplan |
Signed Versions | Signed versions of proposals or contracts retained after client approval. These are important for post-migration checks and recordkeeping. | Contracts, Proposals |
Staffing | A line item option used to add labor costs to an order. Staffing helps account for event labor such as setup, service, delivery, or breakdown. | Orders, Line Items, Labor |
Start Date | The project’s event start date in the updated Curate platform. This replaces the Curate Classic term Date. | Project, Project Date |
Status | The updated project pipeline term for tracking where a project stands. | Status |
Tags | Flexible labels used to organize and filter projects, contacts, catalog items, or reports. Tags help teams find and group records quickly. | Filters, Catalog, Reports |
Tax Rates | Settings that determine how taxes calculate on proposals and orders. Correct tax setup is recommended before building proposals so totals calculate properly. | Settings, Orders |
Templates | Reusable structures that help teams build faster and more consistently. Curate supports templates for entire projects, contracts, project details, orders, payments, and emails. | Project Templates, Order Templates, Email Templates |
Tokens | Personalization placeholders used in templates or project content to automatically pull in project-specific information. Examples include project links, project stage/status, branch, client name, or project date. | Email Templates, Custom Properties |
Transactions | Recorded payments received from clients. In the updated payments workflow, transactions update the payment schedule and can mark scheduled payments as paid or partially paid. | Payments, Scheduled Payments |
Workroom | The working area inside a project where users build and manage proposal content, orders, portal presentation, images, recipes, rentals, payments, and other project details. | Orders, Portal View, Recipes |