Caterease Integration - How to setup and use the integration

Integrating Caterease and ClientPoint allows catering and event planning professionals to create seamless digital sales and support rooms, streamlining the process of sharing event details and documents with prospects and clients. Here’s a step-by-step guide to setting up and using this integration effectively.

Setting up the ClientPoint Interface in Caterease

1. Click the Administration ribbon tab at the top of your screen.
2. Click Options > Interface Setup Wizard.
   Result: The Interface Setup Wizard window opens.
3. Click the Digital Marketing tab, located on the right-hand side of the window.
   
4. Click the ClientPoint button , located on the left-hand side of the window.
   Result: The ClientPoint Setup window opens.
5. Enter the API Access Key, API Key, and User Name (which was assigned during the ClientPoint purchase process) into their respective fields.
   
   
   
6. Click the Test Connection button.
   Result: A confirmation prompt appears.
7. Click OK.
   Result: An informational prompt appears, confirming a valid connection has been established.
8. Click OK again, and once more to close the Setup window.

Assigning Individual Log-ins to Caterease Users

1. Click the Administration ribbon tab, located at the top of your screen, and choose Security.
2. Click the Users tab and access the User Security Details window for the desired user by double-clicking the user name.
3. Click the Interfacing tab.
4. Enter the user name into the User Name field located within the ClientPoint Setup area.
   
5. When finished, click OK.

Accessing the ClientPoint Interface in Event Manager

1. From an event in Event Manager, click Prints > General > ClientPoint.
   Result: The Export to ClientPoint window opens.
2. Select an e-mail recipient by clicking the Select button , located on the right-hand side of the window, or add a new one by clicking the Add button , also located on the right-hand side of the window.
   Note: This interface utilizes an e-mail validation; you must therefore provide a valid e-mail address.
3. If adding a new e-mail address, type the Last and First names into their respective fields, then enter the e-mail address.
4. Add the desired prints by clicking on the print title from the left-hand pane and then clicking the arrow button , which will move the print to the right-hand pane.
   
5. [Optional] Click the Print Preview button to view the print before you send it.
6. Click the Send button to send to ClientPoint.
   Result: An informational prompt appears.
7. Click Yes.
   Result: The ClientPoint window opens.
8. Click through the various tabs in ClientPoint and make any edits or additions as desired.
   Note: E-mail the proposal by clicking the Send button.

Reviewing Sent Proposal Status

1. From an event in Event Manager, click the ClientPoint button , located in the Tools drop-down menu.
   Result: The ClientPoint Proposals window opens, listing the date the document was sent, along with the attached files.
   
2. Click the Add New Proposal File button , located at the upper right-hand side of the screen.
   Result: The Export to ClientPoint window opens.
3. Add the desired prints by clicking on the print title from the left-hand pane and then clicking the arrow button, which will move the print to the right-hand pane.
4. [Optional] Click the Print Preview button to view the print before you send it.
5. Click the Send button to send to ClientPoint.
   Result: An informational prompt appears.
6. Click Yes.
   Result: The ClientPoint window opens.
7. Click through the various tabs in ClientPoint and make any edits or additions as desired.
   Note: E-mail the proposal by clicking the Email tab and clicking the Open Directly in Your Inbox button.

Conclusion

The integration of Caterease with ClientPoint enhances event planning and client communication by merging proposal management with a digital sales platform. This synergy simplifies the process of creating, editing, and sending proposals while maintaining a record of sent documents for seamless tracking. By following the outlined steps, users can maximize the efficiency of their workflows, ensuring a professional and organized client experience. For additional support, refer to your Caterease or ClientPoint support teams.

Have any questions? Please contact support@clientpoint.net.