Occasion

CaterSOFT - Occasion

From enquiry to event planning - all inclusive booking system for wedding & event caterers

Inbound enquiry management

A simple to use enquiry management system helps you to create and follow-up the sales leads from either existing customers or new customers. Setup automated reminders to chase the customers and turn the leads in to business. You can use our plugin to get enquiries directly from your website.

Ultra modern Event Proposals

Send the stylish and informative event proposals to the customers with a single click of a button. Setup multiple templates based on the type of event and personalise with customer details & requirements.

Design to suit your branding.

Bookings Diary

'Bookings Diary' lets you quickly browse your upcoming events. There's a powerful event search facility to help you to find bookings fast. This is one of the most complimented features in the CaterSOFT. Day, Week, Month & List View with different colour backgrounds for easy recognition.

Appointments, Tasting Sessions & Reminders

Create appointments such as customer meetings, venue visits, tasting sessions or even automate these regular tasks with the built-in Task Scheduler and receive the auto reminders.

Also you can create custom reminders for you and your staff.

Event Staff Management

CaterSOFT helps you to strongly associate your fulltime and part-time staff to your business and utilise them in the best possible manner.

Create unlimited staff accounts for all your chefs, waiters and part-time staff. Find & allocate staff to events and automatically email or SMS their shift details.

Private & Corporate Events

CaterSOFT Occasion is not just for weddings. It's flexibility lets you work with all kind of events. Just setup the regular event types you work with and start creating the bookings for both private & corporate customers.

'Bookings Diary' can show these various events combined or seperated.

Event Planning

This is a neat little module that'll help you plan everything you need to run an event. CaterSOFT will automate an event plan that will tell you the schedule, guest seating, staff uniforms, seating, service equipment required and so on. So, no more scribblings, word documents and excel sheets – it'll all be there at the click of a button.

Event Contracts & eSignature

This powerful module gives you the functionality to create legal contracts with all the important details, event times, menus, prices, allergens and T's & C's.

Email the web link to your customer, which they can electronically sign and return in back to you. No more printing & scanning hassle.

Repeat Events at a single click

You have a happy customer who wants to repeat their last year's event? No problem, with the 'Repeat Event' facility - you simply find the booking and select 'Repeat' button to add the new date & time. And change any guest numbers if required. That's it, the brand new event and the proposal is ready, and automatically linked to the customer file.

Payment Schedule

CaterSOFT has made the payment system very easy. You can ask for a one-off payment for the smaller events. Or take multiple deposits upfront and a final balance before the event. And it is completely flexible. You can ask for a percentage or fixed value.

And CaterSOFT will send you the reminders when the payments are due.

Invoicing

CaterSOFT allows you to raise an invoice and send it to your customer straight from the system. There are invoice templates available that you can personalise to suit your branding.

* Or you can use our automated invoicing system to schedule your daily or weekly invoicing. Scheduler will raise and email the invoices to your customers.

Deposit Tracking

The built-in Deposit Tracker gives you the peace of mind by keeping you in control of monies. You will receive upfront reminders and on-screen notifications telling you that the payment is due from the customer.

You can use the built-in tools to chase the customer for the payments.

Revenue Forecast

You can see the monthly break-down of the future payments and work out your budget accordingly. The report will include the revenue from various elements, such as revenue on the food, drink, staff hire, equipment hire etc.

You can export this to excel for further calculations.

Sales Reports

See the detailed growth reports of buffet orders. How many new customers joined the business. How the existing customers are using your servies. Immediately spot if any customers are fading away.

Periodical sales reports give you the complete picture about your business.

Account Integration

Transfer all your invoices from CaterSOFT in to your favourite accounting software. At the moment CaterSOFT supports the following cloud based accounting systems

Quickbooks, Xero, Sage & FreeAgent (UK)
MyOB (AUS)