Curate

Jamie Martin

Product team

Enzo Baliwag

Everything you need to set up your account, learn the basics, and book your first Event with confidence.

Getting Started

Looking for free online training for Curate and want to be certified? Curate University will take care of that for you!

Curate University

Instructions on how to install the Curate Mobile Application!

Curate Mobile App

This article guides you through two new Curator onboarding journeys you'll be able to choose from when you first get started.

Design Onboarding Pathways

F&B Onboarding Pathways

Get your account ready — sign in, choose your plan, and complete the essential initial steps.

🚀 Introduction & Setup

Learn how to get started creating proposals in Curate!

Creating Your First Project

Have you ever needed to quickly get into Curate and share a proposal? Here's a short how to video exactly for that!

How to quickly create a project in Curate from scratch!

This article will cover how to export a menu from Caterease into a downloadable file!

How To Export Menus From Caterease

As a catering professional, your success relies heavily on your ability to stay organized, communicate clearly with clients, and manage complex logistics. All while delivering incredible food and experiences.

Master Your Catering Workflow

Learn how to create and configure your first project, add details, and set it up for success.

📋 Build Your First Project

This article covers adding a profile picture as well as short cuts to other sections of the application!

General Navigation - Top Right Corner

The Media Library

Here's a list of all the templates you can setup in Curate to help speed up the creation process!

Curate Templates Overview

Using Filters

Unlocking Efficiency: A Guide to Visualizing Projects and Tasks with Calendar View

Curate Calendar

Shannon O'Neil

Understand key tools like proposals, layouts, timeline items, and how everything works together.

📘 Core Features Overview

Privacy Policy

Terms

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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