A catering business runs on events, and every event has a lifecycle. Each event gets its own organized record - client, venue, date, guest count, status - and moves through a defined workflow from inquiry to completion. Nothing gets lost, nothing stalls in an ambiguous state, and your whole team always knows where an event stands.
Client & venue linking
Connect each event to a client record and a venue in a single step. The client's contact information and the venue's details are available on the event without hunting through separate files or re-entering the same information.
Enforced status lifecycle
Every event moves through Inquiry → Tentative → Confirmed → Completed (or Cancelled). The status is enforced - you can't skip steps or leave an event in a grey area - so your calendar always reflects reality.
Guest counts & dates
Track the event date, service time, guest count, and headcount updates as they come in. When the final guest count changes two weeks before the event, it's updated in one place and the change is visible on the timeline.
Full activity timeline
Every proposal sent, status change, note added, and client interaction is recorded on the event's timeline in chronological order. When a question comes up six months later, the history is all there.
A clear path from inquiry to completion
Log the inquiry
Create the event the moment a prospective client reaches out. Link the client, set the event date and approximate guest count, and mark it as an Inquiry.
Move to tentative
Once you've sent a proposal and the client is seriously considering it, mark the event Tentative. It appears on your calendar as a held date while you wait for the answer.
Confirm
When the proposal is accepted and the deposit is in, mark the event Confirmed. The booking is locked, and your kitchen and service team know it's real.
Complete
After the event, mark it Completed and issue any final invoice. The full timeline - from first message to last plate - stays on the record.
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