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 authors21 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 Data from CatereaseIf you are transitioning to Curate, you can easily export your existing Menus, Accounts, and Contacts from Caterease to bring them with you.
- 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¦
- Reports - Curate AI AnalysisWith AI-powered analysis, you can discover trends, optimize strategies, and uncover new opportunities like never before!
- How to Use AI Assist for Catalog Updates and Product CreationYou can now use AI Assist to bulk update existing items using a CSV file or quickly create new products by uploading vendor documents or simply typing what you need.
- Unlocking Advanced Reporting and Order Insights with AI AssistAI Assist gives you direct access to deep project insights and effortless report generation. You can now use natural language to quickly find the exact data you need without manualā¦
- Using AI Assist to Manage Past-Due PaymentsAI Assist can help you quickly identify projects with overdue balances and streamline the process of following up with your clients. Rather than manually checking each project's payment schedule, 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