Free User Training

The Caterease Onboarding series is a free collection of live online trainings available to all users. Designed to explore the basic concepts of the program, these classes are a perfect starting point for new users – as well as a helpful means of brushing up for users with more experience

Our Sequential Onboarding Series Gives You a Jumpstart on Your Caterease Program

It is highly recommended that new users to the program begin with the first class and continue sequentially; experienced users, however, are welcome to target specific classes for their needs. For a description of each class and times when they are offered live, click the link below.

Choose Class Recording To View

All Users

Everyone who uses your Caterease Program should take these core classes

START HERE

1

Booking a
New Event

START HERE

2

Event Manager
Tools

Administrative Users

Classes for those setting up the back end of your program

Customizing
Event Prints

Default Menus
Setup

General Program
Setup

More Horizon Products

Learn how to use your other Horizon Cloud Products

Processing Payment
With Mosaic

Setting up Graze
Online Ordering

Diagramming Events
With Placez

Choose Class Recording To View

Want More Help?

Our Q&A class lets you ask
the questions you have about Caterease

General
Q & A

Special Orientation

First-time users to Caterease will enjoy this quick orientation video. It is a perfect primer to our new user onboarding classes!

Watch Orientation Video

Booking a New Event

Prerequisites: None

Prerequisites: “Booking a New Event” or experience using the program; Mosaic signup completed

The perfect introduction to Caterease, this class shows you how to add a new client and book an event – from choosing a date and entering general details to building a menu, emailing a print and posting a payment.

Recorded
Class

Quick Reference Guide

Event Manager Guidebook

Event Manager Tools

Prerequisites: “Booking a New Event” or experience using the program

This class follows up on the concepts learned in the Booking a New Event class, exploring such concepts as creating a detailed timeline for an event, creating a checklist of to-do items, copying events, managing tax/service charge rates, scheduling future payments, evaluating event cost and profit, applying discounts and attaching external files to an event.

Recorded
Class

Event Manager Guidebook

Processing Payments with Mosaic

Prerequisites: “Booking a New Event” or experience using the program; Mosaic signup completed

This class demonstrates how to process credit card payments, store cards “on file” for contact people, send payment links to customers for payment, send authorization links to confirm authorized cards for events and more.

Recorded
Class

Mosaic Payment Guidebook

Setting Up Online Ordering​

Prerequisites: “Booking a New Event” and “Event Manager Tools” or experience using the program

This class shows you how to prepare your program’s menus to be published to your Graze online ordering platform; setup your online ordering environment including menu organization, ordering rules and more and how to process online orders into your Caterease program.

Recorded
Class

Online Ordering
Setup Guidebook

Diagramming Events with Placez

Prerequisites: None

Class Days/Times: Friday 3:00 PM EST

Learn how to create amazing, attractive layout diagrams using our powerful Placez diagramming program. Place tables, chairs and other objects individually or in batch. Share diagrams internally or with guests, and optionally allow them to edit. Customize materials to create an object library that mirrors your inventory.

Register for
Class

Placez Onboarding
Guidebook

Customizing Event Prints

Prerequisites: "Booking a New Event” or experience using the program

This setup class teaches you how to create and modify custom event prints using layouts provided in your program’s Print Designer. Learn how to create custom print headers and footers – inserting logos or other images, entering text and inserting dynamic merge fields. Discover how to use special Top Notes and Bottom Notes sections to enter general information or terms and conditions for your prints, as well as how to suppress sections, rearrange information, change fonts, change print layouts and more.

Recorded
Class

Customizing Event Prints
Guidebook

Print Layout
Samples

Prints Quick
Reference Guide

Default Menus Setup

Prerequisites: “Booking a New Event” or experience using the program

Although we at Caterease entered your basic menu information prior to deploying your program, you are free to edit anything we’ve done or add more details. In this class, you will learn how to rename and rearrange your default menus, add new menus and items, modify existing details, establish minimum and linked quantities, designate inventoried items, build automatic menu packages, setup required items and ingredients and more.

Recorded
Class

Default Menus
Setup Guidebook

Menu Manager
Quick Reference Guide

General Program Setup

Prerequisites: “Booking a New Event” & “Event Manager Tools” or experience using the program

This class is designed to help you set Caterease up for the specific needs of your operation. You will learn how to customize drop-down (quickpick) lists, rename various fields in the program, create custom fields, make certain fields conditionally required, establish default settings for new bookings, limit the number of daily events, setup system security, create default timelines and checklists and more.

Recorded
Class

General Program
Setup Guidebook

Program Setup
Quick Reference Guide

Free User Training Contact Form

General Q&A

Still have remaining questions? Submit up to five questions on any Caterease topics and get answers and advice from one of our knowledgeable trainers.

Class Days/Times: Friday 1:00-2:30 PM EST

Note: Up to 5 questions per company must be submitted at least 24 hours in advance of class.

Register for Class

Contact Training

Onsite/Corporate Training

Get all the benefit of a full Caterease training class without the hassle or expense of travel! Our Virtual Training Room experience is just like being there. A powerful, 360-degree camera places you right in the room, and our state-of-the-art presenter tools highlight the instructor’s focus right on your screen.

Schedule your Private Onsite Class

Schedule your Private Virtual Class

Free User Training Contact Form

For registration information, email training@caterease.com

Please enter your name and company name to proceed

Please enter your name and company name to proceed

Please enter your name and company name to proceed

Please enter your name and company name to proceed

Please enter your name and company name to proceed

Please enter your name and company name to proceed

Please enter your name and company name to proceed

CLASS INFORMATION

Will the class be held in a room separate from your daily office?
Does your training room have stable, reliable Internet?
A projection screen or TV is required. Would you like the trainer to bring a projector?

CLASS INFORMATION

Will the class be held in a room separate from your daily office?
Does your training room have stable, reliable Internet?
A projection screen or TV is required. Would you like the trainer to bring a projector?