# Curate Help Center > Hi there! How can we help? ## Getting Started - [Curate University](https://help.curate.co/en/articles/11138642-curate-university.md): Looking for free online training for Curate and want to be certified? Curate University will take care of that for you! - [Curate Mobile App](https://help.curate.co/en/articles/9457709-curate-mobile-app.md): Instructions on how to install the Curate Mobile Application! - [Design Onboarding Pathways](https://help.curate.co/en/articles/9682874-design-onboarding-pathways.md): This article guides you through two new Curator onboarding journeys you'll be able to choose from when you first get started. - [F&B Onboarding Pathways](https://help.curate.co/en/articles/9685975-f-b-onboarding-pathways.md): This article guides you through two new Curator onboarding journeys you'll be able to choose from when you first get started. - [Creating Your First Project](https://help.curate.co/en/articles/9653177-creating-your-first-project.md): Learn how to get started creating proposals in Curate! - [How to quickly create a project in Curate from scratch!](https://help.curate.co/en/articles/9632810-how-to-quickly-create-a-project-in-curate-from-scratch.md): 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 Caterease](https://help.curate.co/en/articles/10347628-how-to-export-menus-from-caterease.md): This article will cover how to export a menu from Caterease into a downloadable file! - [Master Your Catering Workflow](https://help.curate.co/en/articles/15484541-master-your-catering-workflow.md): 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 e... - [AI Assist Basics: Interface, Chat History & Credit Usage](https://help.curate.co/en/articles/16105384-ai-assist-basics-interface-chat-history-credit-usage.md): This 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 Templates](https://help.curate.co/en/articles/16105751-building-using-ai-skills-templates.md): Skills 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 the exact background information it ne... - [Automated Project & Contact Creation via AI](https://help.curate.co/en/articles/16105863-automated-project-contact-creation-via-ai.md): Now 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 to parse through client inquiries a... - [PDF Uploads, Image Analysis & Catalog Matching](https://help.curate.co/en/articles/16158615-pdf-uploads-image-analysis-catalog-matching.md): Giving 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, you can directly upload ... - [General Navigation - Top Right Corner](https://help.curate.co/en/articles/9585928-general-navigation-top-right-corner.md): This article covers adding a profile picture as well as short cuts to other sections of the application! - [The Media Library](https://help.curate.co/en/articles/6821731-the-media-library.md): A quick breakdown of the Media Library. - [Curate Templates Overview](https://help.curate.co/en/articles/9632853-curate-templates-overview.md): Here's a list of all the templates you can setup in Curate to help speed up the creation process! - [Using Filters](https://help.curate.co/en/articles/9741019-using-filters.md) - [Curate Calendar](https://help.curate.co/en/articles/7889234-curate-calendar.md): Unlocking Efficiency: A Guide to Visualizing Projects and Tasks with Calendar View ## Clients & Contacts - [Contacts Page](https://help.curate.co/en/articles/9664156-contacts-page.md): How to use the Contacts page within the Curate Application - [Blocking or Marking Dates in the Calendar \(Vacation, Holidays, or Overbooking Prevention\)](https://help.curate.co/en/articles/14120301-blocking-or-marking-dates-in-the-calendar-vacation-holidays-or-overbooking-prevention.md): You can easily block or mark specific dates directly from your Calendar to prevent bookings or indicate availability changes. - [Understanding Forms & Inquiries](https://help.curate.co/en/articles/9632831-understanding-forms-inquiries.md): Forms are a great way to capture information from potential clients. With our latest updates, creating forms and managing inquiries is more powerful and customizable than ever. - [Curate Migration - Forms](https://help.curate.co/en/articles/10778566-curate-migration-forms.md) - [How To Add Contact Forms To Wix.com](https://help.curate.co/en/articles/9331639-how-to-add-contact-forms-to-wix-com.md): This article will cover how to either embed a form to the Wix.com platform or create a button to link to a form! - [How To Add Contact Forms To Wordpress](https://help.curate.co/en/articles/9655010-how-to-add-contact-forms-to-wordpress.md) - [Building and Managing Workflow Forms](https://help.curate.co/en/articles/15894027-building-and-managing-workflow-forms.md): Workflow Forms take your client intake to the next level. While standard forms simply collect responses, Workflow Forms automatically create a brand new Project the moment a potential client hits s... - [Curate Payments \(US Customers\)](https://help.curate.co/en/articles/11138071-curate-payments-us-customers.md): Curate allows you to collect digital payments seamlessly, ensuring accurate accounting with no credit card platform fees on your end. - [Curate Payments: Payout Schedule](https://help.curate.co/en/articles/8160625-curate-payments-payout-schedule.md): Understanding Deposits and Timelines for Curate Payments - [ACH Processing Times in Curate Payments](https://help.curate.co/en/articles/13703678-ach-processing-times-in-curate-payments.md): If you're using ACH \(bank transfer\) through Curate Payments, you may be wondering how long it takes for funds to fully process. - [Stripe Payments](https://help.curate.co/en/articles/8301768-stripe-payments.md): Connect with Stripe and start accepting payments - [Contract Signature Notifications](https://help.curate.co/en/articles/8364903-contract-signature-notifications.md): Real-time Proposal Email Notifications: Never Miss a Signed Deal Again! - [How To Print An Event Proposal](https://help.curate.co/en/articles/9737560-how-to-print-an-event-proposal.md) - [Messages](https://help.curate.co/en/articles/15298192-messages.md): Messages delivers a structured, email-style communication experience between the Project Owner and Project Customer. Replies from the client are tracked directly in the Messages panel, keeping all ... ## Projects & Production - [Project Page - Project Actions & Hover Card](https://help.curate.co/en/articles/9736262-project-page-project-actions-hover-card.md): A short walkthrough of the Project Actions options displayed on the Project page. - [Project Overview : Navigating the Details Tab](https://help.curate.co/en/articles/16312495-project-overview-navigating-the-details-tab.md): The Project Overview panel is your central hub for managing the high-level details of your event. From updating statuses to managing internal notes and syncs, this panel gives you quick access to e... - [Project Templates & Duplicating Projects](https://help.curate.co/en/articles/7938518-project-templates-duplicating-projects.md): Save time creating a new proposal by duplicating a previous project. - [Project Activity Log](https://help.curate.co/en/articles/9967124-project-activity-log.md): The Project Activity Log provides a complete history of what has happened within a specific project. This log helps you and your team stay on the same page by tracking important updates, changes, a... - [Proposal Expiration](https://help.curate.co/en/articles/9507856-proposal-expiration.md): Find out how to use Proposal Expirations to drive closing sales! - [Adding Documents Within Projects](https://help.curate.co/en/articles/10206837-adding-documents-within-projects.md): You may add various file types to an project for internal or to share with a customer! - [Adjusting Fonts and Background Colors](https://help.curate.co/en/articles/9974828-adjusting-fonts-and-background-colors.md): This article will cover where to go and how to adjust fonts and backgrounds within an project. - [Cover & Inspiration Boards](https://help.curate.co/en/articles/6747428-cover-inspiration-boards.md): Build out the cover and inspiration board of your proposal! - [Production Notes](https://help.curate.co/en/articles/7910982-production-notes.md): Use production notes to ensure your team is on the same page for your products! - [Drag and Drop Images](https://help.curate.co/en/articles/7792752-drag-and-drop-images.md): Easily move images from Pinterest or your desktop into your Curate Proposal! - [Contact Details](https://help.curate.co/en/articles/6741613-contact-details.md): Manage your customers and vendors straight from your proposal! - [Recipes](https://help.curate.co/en/articles/6826675-recipes.md): Here's how to create a recipe - [Applying Proposal Templates](https://help.curate.co/en/articles/6837466-applying-proposal-templates.md): Learn about section templates and adding templates into your proposal! - [Payments Section](https://help.curate.co/en/articles/6745268-payments-section.md): Set up and manage your proposal payments! - [Contracts](https://help.curate.co/en/articles/6752195-contracts.md): Learn how to edit the Contract section on your proposal! - [How To Create a Task List \(AKA To Do List\)](https://help.curate.co/en/articles/9926972-how-to-create-a-task-list-aka-to-do-list.md): In this article, we'll talk through how to add checklists to your events! - [How To Access a PDF Copy of An Event](https://help.curate.co/en/articles/9764110-how-to-access-a-pdf-copy-of-an-event.md) - [Project Proposal Versions Overview](https://help.curate.co/en/articles/9768810-project-proposal-versions-overview.md) - [How to share an Project proposal](https://help.curate.co/en/articles/9869208-how-to-share-an-project-proposal.md): Ready to share your Project proposal with a client? Here’s everything you need to know to get it sent off smoothly! - [Orders Page - Moving Line Items Between Sections](https://help.curate.co/en/articles/11107370-orders-page-moving-line-items-between-sections.md) - [How to Copy & Paste a Recipe](https://help.curate.co/en/articles/9627837-how-to-copy-paste-a-recipe.md) - [How to Use Tokens in Curate](https://help.curate.co/en/articles/10594757-how-to-use-tokens-in-curate.md): By leveraging tokens in Curate, you can create a more personalized, efficient, and error-free process for managing your events and client interactions. - [Adding Fees As A Line Item](https://help.curate.co/en/articles/9922170-adding-fees-as-a-line-item.md) - [Orders](https://help.curate.co/en/articles/14717288-orders.md): Building accurate, profitable proposals has never been easier. The Orders feature in Curate gives you the tools to confidently price your services by allowing you to quickly build custom line items... - [Project Prints](https://help.curate.co/en/articles/7845610-project-prints.md): Here's how to navigate and manage your Project prints. - [Curate Reports Overview](https://help.curate.co/en/articles/9806576-curate-reports-overview.md): This is your one stop shop to learn about all things reporting in Curate! - [Reports - Curate AI Analysis](https://help.curate.co/en/articles/10104609-reports-curate-ai-analysis.md): With AI-powered analysis, you can discover trends, optimize strategies, and uncover new opportunities like never before! - [Gameplan - Purchase Order](https://help.curate.co/en/articles/11032440-gameplan-purchase-order.md) ## Catalog & E-Commerce - [Products](https://help.curate.co/en/articles/6821841-products.md): Catalog your products to save time proposal building! - [Components \(FKA Ingredients\)](https://help.curate.co/en/articles/7903210-components-fka-ingredients.md): Here's how to manage your flowers, components, or hardgoods library within your catalog. - [Mayesh Floral Library](https://help.curate.co/en/articles/7727119-mayesh-floral-library.md): Get started quickly with the Mayesh Floral Library - [Bulk Imports](https://help.curate.co/en/articles/7910500-bulk-imports.md): Quickly upload your contacts, products or ingredients into your Curate account - [Catalog - Packages](https://help.curate.co/en/articles/14440372-catalog-packages.md): Group your frequently used products together to build proposals faster. - [Pulling Photos from Google Drive into Curate](https://help.curate.co/en/articles/13702777-pulling-photos-from-google-drive-into-curate.md): You can easily use photos stored in Google Drive for your products and inspiration inside Curate. Here are the best ways to do it. - [Rental Product Overview](https://help.curate.co/en/articles/9584051-rental-product-overview.md): The Curate Rentals product is a powerful tool designed to help you track inventory levels, monitor item status, and streamline logistics. With real-time availability tracking, you can ensure no ite... - [How To Delete Products & Ingredients](https://help.curate.co/en/articles/9251723-how-to-delete-products-ingredients.md) - [Setting Up Your E-Commerce Storefront](https://help.curate.co/en/articles/15642345-setting-up-your-e-commerce-storefront.md): Turn your Curate Catalog into a beautiful, shareable storefront where clients can browse and build their order. - [Curate Staffing Module](https://help.curate.co/en/articles/10729674-curate-staffing-module.md) - [Project Prints - Printing Labels](https://help.curate.co/en/articles/9892748-project-prints-printing-labels.md): Have you ever wanted to print off labels for your projects? We got your back! - [Shopping List](https://help.curate.co/en/articles/6829869-shopping-list.md): Create an order for your wholesaler with Curates Shopping List! ## Account Settings - [Galley Integration Guide](https://help.curate.co/en/articles/14430524-galley-integration-guide.md): This article provides a step-by-step guide to setting up and using the Curate-Galley integration. - [Settings - Custom Properties](https://help.curate.co/en/articles/9894026-settings-custom-properties.md): Learn how to unlock a world of possibilities with Custom Properties! - [Settings - Tax Rates](https://help.curate.co/en/articles/9773462-settings-tax-rates.md): Learn how to adjust your tax rates in the system! - [Settings - Project Workroom Landing Page](https://help.curate.co/en/articles/12099877-settings-project-workroom-landing-page.md): This feature allows Curators to choose the default view when clicking into an Project from the main projects page! - [Settings - Curate Support Currency Types](https://help.curate.co/en/articles/10496139-settings-curate-support-currency-types.md) - [Settings - Calculated Properties](https://help.curate.co/en/articles/9773964-settings-calculated-properties.md): How to Use the Calculated Properties Feature in Curate - [Settings - Integrations](https://help.curate.co/en/articles/9834621-settings-integrations.md): Quick overview of the Curate Integrations page - [Settings - Users](https://help.curate.co/en/articles/9807696-settings-users.md): Learn how to Add, Edit or Delete Users - [Settings - Notifications](https://help.curate.co/en/articles/9778368-settings-notifications.md): The Notifications settings allow you to control when Curate sends emails related to proposals, payments, and receipts. These settings help keep you and your clients informed at key points in the bo... - [Settings - Tag Manager](https://help.curate.co/en/articles/9777604-settings-tag-manager.md) - [Settings - Subscriptions](https://help.curate.co/en/articles/9681947-settings-subscriptions.md): Find out how to make changes to your subscription with Curate. - [Settings - Payments](https://help.curate.co/en/articles/9774032-settings-payments.md) - [Settings - Category Markups](https://help.curate.co/en/articles/9663853-settings-category-markups.md): New feature release video covering adding markups at the category level. - [Settings - Categories](https://help.curate.co/en/articles/9773831-settings-categories.md) - [Settings - Markup Profiles](https://help.curate.co/en/articles/9773863-settings-markup-profiles.md) - [Settings - Automations](https://help.curate.co/en/articles/13269543-settings-automations.md): Automations help you save time and keep your projects moving by automatically triggering actions when key milestones happen in your workflow. Instead of manually updating project stages or sending ... - [Settings - General Tab Overview](https://help.curate.co/en/articles/9773445-settings-general-tab-overview.md): This Article will cover all things within the General Tab for Settings! - [Settings - Send email receipts](https://help.curate.co/en/articles/10073214-settings-send-email-receipts.md): This article will cover how to send email reciepts. - [Recovering Projects with the Recently Deleted Feature](https://help.curate.co/en/articles/15357322-recovering-projects-with-the-recently-deleted-feature.md): Accidents happen, and if you or your team mistakenly delete a project, you can now recover it yourself without needing to contact support. The Recently Deleted view allows you to review and quickly... - [Templates - Payments](https://help.curate.co/en/articles/9600578-templates-payments.md): You can make the payments section setup easier by creating a template for your payment options! - [Templates - Email](https://help.curate.co/en/articles/9834740-templates-email.md): Learn how to add, edit or delete email templates! - [Templates - Project Details](https://help.curate.co/en/articles/9650093-templates-project-details.md): How to get started with saving a template for the Project details section. - [Templates - Orders](https://help.curate.co/en/articles/9597085-templates-orders.md): You can make commonly placed orders easier by create templates for your orders section! - [Templates - Contracts](https://help.curate.co/en/articles/9602736-templates-contracts.md): You can make the contracts section setup easier by creating a template for your contracts! - [Integration With QuickBooks Online](https://help.curate.co/en/articles/9216972-integration-with-quickbooks-online.md): Explanation of the integration and the setup process - [Nowsta Integration for Curate](https://help.curate.co/en/articles/9628224-nowsta-integration-for-curate.md): Here's a walkthrough of how to integrate Nowsta with Curate! - [Gratuity](https://help.curate.co/en/articles/12312486-gratuity.md): This article will cover how to display tipping options to your customer in the final payment screen of None, 15%, 20%, 25% and Custom. - [Google Calendar Integration](https://help.curate.co/en/articles/9927322-google-calendar-integration.md): This article includes the instructions of how to setup Google Calendar Integration - [Alternate Payment Methods](https://help.curate.co/en/articles/9774110-alternate-payment-methods.md) - [Bookable Spaces](https://help.curate.co/en/articles/12069292-bookable-spaces.md): This add on will allow you to easily manage and accurately reserve various rooms / spaces for your projects! - [How To Mark An Project As Booked Automation](https://help.curate.co/en/articles/9892553-how-to-mark-an-project-as-booked-automation.md): Short article that discusses how to teach the system when to mark an project as booked based on an action that takes place. - [Applying Markups: Unlock Your Profit Potential](https://help.curate.co/en/articles/6830545-applying-markups-unlock-your-profit-potential.md): Maximize your revenue and efficiency with our markup management tool. - [Line-Item Tax Calculation for Event Professionals: The Modern Standard](https://help.curate.co/en/articles/11662877-line-item-tax-calculation-for-event-professionals-the-modern-standard.md) - [Enhance Your Curate Experience with Add-Ons!](https://help.curate.co/en/articles/10752639-enhance-your-curate-experience-with-add-ons.md): Take your Curate experience to the next level! Our thoughtfully selected add-ons help you get even more value, convenience, and enjoyment! - [Subscription Project Count](https://help.curate.co/en/articles/7970967-subscription-project-count.md) - [Staffmate Integration](https://help.curate.co/en/articles/15348300-staffmate-integration.md) ## Troubleshooting & Resources - [General Guide for troubleshooting web browser issues](https://help.curate.co/en/articles/9612294-general-guide-for-troubleshooting-web-browser-issues.md): A quick tip to resolve common web browser issues - [How to Submit Feature Requests!](https://help.curate.co/en/articles/9613168-how-to-submit-feature-requests.md) - [Curate Troubleshooting FAQ](https://help.curate.co/en/articles/9612490-curate-troubleshooting-faq.md): Tips & Tricks for common issues - [How To Contact Customer Support](https://help.curate.co/en/articles/9612240-how-to-contact-customer-support.md): Are you running into an issue? Learn how to reach the Customer Support Team! - [Messenger Bubble Missing? Check out these troubleshooting steps!](https://help.curate.co/en/articles/10542160-messenger-bubble-missing-check-out-these-troubleshooting-steps.md) - [Curate Community](https://help.curate.co/en/articles/10136062-curate-community.md) - [Minimum Requirements For Using Curate](https://help.curate.co/en/articles/10496183-minimum-requirements-for-using-curate.md) - [Curate Affiliate Program FAQ](https://help.curate.co/en/articles/9269013-curate-affiliate-program-faq.md) - [1099-K forms: Updates, Corrections and Splits](https://help.curate.co/en/articles/13639056-1099-k-forms-updates-corrections-and-splits.md) - [August 2024 Curate Jam Updates!](https://help.curate.co/en/articles/9768445-august-2024-curate-jam-updates.md): Check out all of the new features that have been released as part of our company wide event! - [June 2024 Curate Jam Updates!](https://help.curate.co/en/articles/9462962-june-2024-curate-jam-updates.md) - [October 2024 Curate Jam Updates!](https://help.curate.co/en/articles/10035017-october-2024-curate-jam-updates.md): Check out all of the new features that have been released as part of our company wide event! - [June 2025 Curate Jam Updates!](https://help.curate.co/en/articles/11543677-june-2025-curate-jam-updates.md): Check out all of the new features that have been released as part of our company wide event! - [Order View Update March 2026](https://help.curate.co/en/articles/14039948-order-view-update-march-2026.md) - [Curate Post Migration FAQ](https://help.curate.co/en/articles/11321897-curate-post-migration-faq.md): From common post-migration questions to best practices and tips for success, everything you need to hit the ground running is right here. - [Curate Migration - Recipes](https://help.curate.co/en/articles/11185878-curate-migration-recipes.md): Here's a quick comparison between our recipe building processes in Curate Classic and our updated Curate platform - [Curate Migration - Vocabulary List / Tour Comparison](https://help.curate.co/en/articles/10374864-curate-migration-vocabulary-list-tour-comparison.md): This article guides you in translating familiar terms from Curate Classic to the updated platform!