Tips

How-tos

Twelve short guides to the app. Most take a minute.

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Inquiries stay off your calendar on purpose

Only Confirmed events sync, so tentative leads never clutter your booked schedule. Confirm the moment the client says yes.

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Inquiries stay off your calendar on purpose
Leads1 note
The website chatbot answers with your real menus and prices
Leads

The website chatbot answers with your real menus and prices

It is not a contact form. An enquiry at 11pm gets a real answer and lands in your CRM with the details already captured.

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Events2 notes
Marking Confirmed does three things at once
Events

Marking Confirmed does three things at once

It flips the status, drafts the invoice from the event total, and pushes the event to Google Calendar. Nothing reaches the client until you hit Send.

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Inquiries stay off your calendar on purpose
Events

Inquiries stay off your calendar on purpose

Only Confirmed events sync, so tentative leads never clutter your booked schedule. Confirm the moment the client says yes.

See it in the app →
Menus1 note
AI menus are built from your recipes, not generic ones
Menus

AI menus are built from your recipes, not generic ones

Menu planning reads your own recipe library, your costs and the event's guest count and budget. The more recipes you import, the better the menus get.

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Recipes1 note
Your recipe binder can come in as PDFs
Recipes

Your recipe binder can come in as PDFs

Upload a PDF on the Recipe Library and the AI pulls out the name, ingredients and method. Faster than typing them and it keeps your costings.

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Invoices2 notes
One invoice can take as many payments as you need
Invoices

One invoice can take as many payments as you need

Deposit, second instalment, final balance — record each one with its own method and date. The invoice shows Partially Paid until the total clears.

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Cash, cheque, Venmo and Zelle all get recorded the same way
Invoices

Cash, cheque, Venmo and Zelle all get recorded the same way

Record Payment, pick the method, and put the cheque number or handle in the reference field. Your balance and status update straight away.

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Operations2 notes
A shopping list can become a vendor order in one click
Operations

A shopping list can become a vendor order in one click

The list is grouped by vendor already. Send it and each vendor gets only their own items, drafted as an email you can edit first.

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Document expiry dates are read for you
Operations

Document expiry dates are read for you

Upload a licence or certificate and the expiry is pulled out automatically, so you get reminded before it lapses rather than after.

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AI3 notes
The Light, Standard and Heavy tags tell you what an action costs
AI

The Light, Standard and Heavy tags tell you what an action costs

Heavy actions use a noticeable slice of your monthly AI. The bar at the top of every page shows how much of the month is left.

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You can cap what AI is allowed to cost you
AI

You can cap what AI is allowed to cost you

Settings, then Billing. Pick a ceiling — or 'never bill me extra' — and AI pauses instead of running past it. It never stops you mid-event without one.

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Ask the assistant instead of hunting through screens
AI

Ask the assistant instead of hunting through screens

How many events this week, which invoices are overdue, what is low in stock — it reads your own data and answers in a sentence.

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Try it on your own menus.

Import a few recipes and let it cost a menu for a real event. You'll hit most of what's on this page in the first week.

14 days free · no card up front