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Step-by-Step plan to Catermonkey

Getting started with Catermonkey? Follow these steps!

Manon Meester avatar
Written by Manon Meester
Updated over 4 months ago

Step 1: Fill your Calendar

Add all your current orders to your Catermonkey calendar.

💡 Tip: If you’re already keeping track of your assignments in an online calendar, you can import them into Catermonkey. This way, the date, start and end time, and the name of selected orders will instantly appear in your Catermonkey calendar.

Result: A clear overview of all your orders.


Step 2: Create Quotes in Catermonkey

Create all your quotes using Catermonkey - even for assignments that come in via email or phone.

In the first online support meeting, we’ll help you with:

  • Setting up quote templates

  • Linking your email settings

  • Building your product list while creating quotes

Result: You’ll spend less and less time preparing and editing quotes.

Plus, with completed quotes, you can generate efficient worklists!


Step 3: Integrate Catermonkey in your website

Link your website so customers can submit quote requests directly to your Catermonkey account. No more copying and pasting and asking for details! Customers fill in all the details themselves, and you can then create a quote in no time. This saves a huge amount of time.

Within Catermonkey, you can choose which products to display in the request tool. For inspiration, check out: https://catermonkey.com/donkey/.


Step 4: Send invoices

From now on, send all your invoices via Catermonkey. Since everything is already in the system, you can quickly and easily create an invoice directly from your quote or assignment.


Step 5: Link Your Materials

Connect your materials to your Products so material lists are automatically generated for each assignment.


Step 6: Link Ingredients

Link ingredients to your products and menus. Your purchasing needs will then be calculated automatically and sorted by supplier on a shopping list.


What’s the result?
A fully digitalized workflow that makes your business more efficient, allows for easy task delegation, and frees up more time. On top of that, it increases the value of your business for a potential takeover.

We’re here to help!
You can reach us via the chat in the bottom-right corner of the app, by email, or by phone. Our experience shows that users who follow this step-by-step plan and ask for our support achieve results much faster.

Kind regards,


The Catermonkey Team 🍌

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