What it does. Settings holds the details Better Cater uses on every event, from your business name and tax rate to the templates and fees you reuse. Set them once and every new event starts from them. It covers your logo and brand color, contract and note templates, service charge and gratuity, tax rates, item groups, reusable fees and discounts, and a calendar feed.
When you’d use it. Your first week, before the first proposal goes out, so it carries your name, logo, terms and tax rate. Later, when a rate or a policy changes, you change it here once instead of on each event.
How to open it
Click your profile icon in the top right, then Settings. It opens on Business Location. The links above the divider are your own profile, account, password and billing. The ones below it shape your business and the documents your clients see.
What each page holds
| Page | What it holds |
|---|---|
| Business Location | Your business name, phone number, email address, Tax ID, time zone and address, printed on proposals, invoices and reports. Your logo and brand color are here too, so you can put your logo on every document. |
| Contract Templates | The terms a client agrees to on a proposal: deposit rules, balance due dates, cancellation terms, venue access. The template marked Default starts each new proposal. |
| Note templates | Reusable event notes. Internal notes are for your team, such as prep instructions and delivery details. Client-facing notes go on the documents your client sees. |
| Service Charge & Gratuity | The default percentages added to a new event, each with the display name your client reads, a tax category and a tax exempt option. Turn on “Add to every new event” and the charge is on each new event from the start. |
| Tax Settings | Tax rates, service zones and tax categories, so you can set up the tax you charge before the first proposal. |
| Item Groups | The sections your catalog and event menus sort into, such as hors d’oeuvres, entrees and desserts, in the order you choose. Use it to organize your menu into groups. |
| Additional Fees & Discounts | Reusable charges and credits, such as a delivery fee, a setup and breakdown fee or a repeat client discount, as a percentage or a fixed amount. From an event you can add one to that event. |
| Calendar Feed | A subscription link that lets you see your events in Google, Outlook or Apple Calendar. |
| API keys | Keys that let other software read your account. Most caterers never need this page. |
Good to know.
- Once a tax rate has been used on an event it locks. To charge a different percentage from then on, add a new rate; events you already booked keep the rate they were booked with.
- Item groups organize your catalog and your event menus. A proposal prints everything under one Food and Beverage heading.
- The legal wording in contract templates is yours. Check it with your legal or tax advisor if you are unsure.