Getting Started
Everything you need to set up your account, learn the basics, and book your first Event with confidence.
By Jamie and 3 others4 authors17 articles
š Introduction & Setup
Get your account ready ā sign in, choose your plan, and complete the essential initial steps.
- Curate UniversityLooking for free online training for Curate and want to be certified? Curate University will take care of that for you!
- Curate Mobile AppInstructions on how to install the Curate Mobile Application!
- Design Onboarding PathwaysThis article guides you through two new Curator onboarding journeys you'll be able to choose from when you first get started.
- F&B Onboarding PathwaysThis article guides you through two new Curator onboarding journeys you'll be able to choose from when you first get started.
š Build Your First Project
Learn how to create and configure your first project, add details, and set it up for success.
- Creating Your First ProjectLearn how to get started creating proposals in Curate!
- How to quickly create a project in Curate from scratch!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 Export Menus From CatereaseThis article will cover how to export a menu from Caterease into a downloadable file!
- Master Your Catering WorkflowAs 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.
š¤ AI Assist & Automation
Discover how to leverage AI Assist to speed up your workflow. Learn to automate project creation, extract client PDF selections, and work smarter.
- AI Assist Basics: Interface, Chat History & Credit UsageThis article covers the basics of the interface, how to manage your chat history, resume previous AI conversations and monitor your monthly AI credit limits.
- Building & Using AI Skills TemplatesSkills are pre-saved, richly formatted text blocks that you can build and store to serve as prompt context for AI Assist. By using Skills, you can give the AI theā¦
- Automated Project & Contact Creation via AINow let's dive into how AI Assist can actively help you build out your workspace rather than just generating text. One of the biggest time-savers is using the AI toā¦
- PDF Uploads, Image Analysis & Catalog MatchingGiving AI Assist the right context is the key to unlocking its full potential. Instead of manually typing out every detail from a client's inspiration board or event brief, youā¦
š Core Features Overview
Understand key tools like proposals, layouts, timeline items, and how everything works together.
- General Navigation - Top Right CornerThis article covers adding a profile picture as well as short cuts to other sections of the application!
- The Media LibraryA quick breakdown of the Media Library.
- Curate Templates OverviewHere's a list of all the templates you can setup in Curate to help speed up the creation process!
- Using Filters
- Curate CalendarUnlocking Efficiency: A Guide to Visualizing Projects and Tasks with Calendar View