Caterease Web Trainings are the quickest and easiest way to familiarize yourself with various areas of the program. In just a few moments, you can be logged into our "meeting room" on the web, and dialed into a toll-free conference line where you can talk to a certified Caterease trainer and watch in real-time as he instructs you on many powerful functions in the program. It’s just like being in the class – without all the pesky travel expense.
You do not need Caterease installed to attend these classes. Use the machine and speakerphone in your conference room, and have your entire staff attend! All you need is a high-speed internet connection.
The following classes are currently scheduled. Your fee entitles you or your staff to attend a class up to three separate times – using one computer and phone each time.
| Class Name |
Syllabus |
Upcoming Classes |
| Booking Your First Event |
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09/08/2010 03:00 PM EST
10/29/2010 11:00 AM EST |
This class is the perfect orientation for new Caterease users. You will learn how to add a new event from scratch, including creating a brand new customer. Various data-entry tools in the Event Manager are discussed, as well as the important distinctions between the General and Sub-Event displays. Customizing quickpick lists, entering times, selecting banquet rooms or site locations, retrieving menu items, adding menu items by hand, entering staff, copying comments from the Scratch Pad, generating and emailing a contract and posting an event payment are all covered. You’ll even learn how to create events quickly with the Event Wizard! It’s a fun, comprehensive class – loaded with information! Don’t miss this one!
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| Advanced Event Manager Tools |
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09/08/2010 11:00 AM EST
10/28/2010 11:00 AM EST |
When you’re ready to go beyond the basics of data-entry, this is the class for you! You’ll discover powerful tools you never knew existed – and wonder how you ever lived without them! Topics include removing, rearranging and renaming Event Manager fields, creating and inputting user defined fields, generating prints for a single sub-event, customizing the Food/Service tab, hiding text in your prints, making a checklist of to-do items for an event, copying events, adding reminders and contact history notes, and more! Learn some powerful tools to simplify your busy workday! |
| Queries and Detail Grids |
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10/29/2010 03:00 PM EST |
If you want to impress the boss, then you have GOT to learn about these powerful Caterease tools. And if you ARE the boss – well, this class will put literally any piece of event information instantly at your fingertips. You will learn how to use our powerful query tools to track events (or clients, or prospective clients, or menu items, or staffing, or payments, or …) based on any detail – track by event date, or by theme, or by status, sales rep and a host of other conditions. Then, once you have the results you want, you will learn how to customize the details to show you any information you need to see – and even print those custom details as a fully customized report, or export them for use in other software programs! You’ll even find out how to print or email contracts, invoices and other prints for multiple events with one mouse click. Can you say "time savings"?!
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| Creating Custom Merge Letters |
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09/10/2010 03:00 PM EST |
If you own the Marketing Tools Package, then you owe it to yourself to learn how to get the most use out of this powerful Caterease add-on module. This class will show you exactly that, from creating new letters – inserting images, adding merge fields, formatting text, inserting tables – to printing those letters and even imbedding them in outgoing emails. You’ll even learn how to print or email these letters for an entire group of clients or events with one single mouse click. It’s customer correspondence made easy! |
| Creating Custom Event Prints |
|
09/09/2010 11:00 AM EST
10/27/2010 11:00 AM EST |
This comprehensive class is a must if you want to learn how to customize your various Caterease event prints. You will learn how to create a new print in the Print Designer – for a customer or simply for back-of-house use. You’ll see how to change the logo or title of a print, select specific details to appear on the print, suppress certain sections of information, format areas of text, customize the financial details that are included and even translate the print into a foreign language (or into your own particular custom terminology). Your prints are your company’s image – come discover how much control the Caterease Print Designer gives you! |
| Managing Your Prospective Leads |
|
10/27/2010 03:00 PM EST |
Why clutter your list of active clients in Caterease with a list of potential customers whose business you may or may never get? Take this valuable class, and learn how to use the Prospect Manager add-on to track a separate database of prospective leads. Assign next actions, track next action dates, record history notes and correspondences! You’ll even discover how to use the powerful Import Wizard to import a database of prospective leads (or active customers)! |
| Creating Reminders and Contact History |
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Never forget another appointment or phone call again! This important class teaches you about every aspect of the popular Contact Manager add-on to Caterease – how to manually create both reminders and contact history notes (details of things you have done), how to have the program generate both automatically, how to keep track of things you’ve done and duties you need to perform. Sign up for this class today, and throw away all of those yellow stickies! |
