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Catertoo Help
Getting started

Get started with Catertoo

Sign up, get your bearings on the dashboard, and take your first steps — build a menu, add clients, and send a proposal.

Last updated May 25, 2026

Your account and workspace

When you sign up, Catertoo creates your account and your workspace together. You land on your admin dashboard — there's no setup wizard to wade through, so you can start right away.

Your Catertoo admin dashboard — the home base for clients, events, proposals, and more
Your Catertoo admin dashboard — the home base for clients, events, proposals, and more

Find your way around

The top navigation links the main sections — Clients, Events, Calendar, Proposals, Invoices, Menu, Recipes, Ingredients, Venues, Staff, and Reports. The dashboard gives you a quick overview to start from.

Your first steps

  1. Build your menu — your dishes and pricing. It's the source every proposal is built from, so start here.
  2. Add your clients — the people and organizations you cater for.
  3. Send your first proposal — assemble it from your menu and send it for the client's acceptance.

What's next?

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