Find your next step.
Get oriented, prepare your setup, and work through catering-call questions with the right context.
Start with setupWhat are you
working on?
Getting started
Prepare your restaurant information and agree on who owns each step before launch.
Read guide 02Phone workflow
Plan when CaterVox answers and when a member of your team should take over.
Read guide 03Menu and policies
Give your catering workflow a clear, current source for menu information and restaurant policies.
Read guide 04Integrations
Prepare your Square, Clover, Toast, or Olo workflow for a connection review.
Read guide 05Testing your setup
Use realistic catering scenarios to check responses and handoffs before going live.
Read guide 06Getting help
Collect the right context so your team can investigate a call or setup question.
Read guideStart with the essentials.
Square, Clover, Toast, and Olo. Review your specific setup with the team to confirm the connection and the handoff you need.
List the numbers guests call, when your team answers, and what should happen outside those hours. Include situations where a person needs to take over.
Use representative scenarios: a routine event inquiry, missing details, a change request, and a question outside your policies. Review the conversation and the resulting handoff.
Keep a clear, current source document and identify who owns updates. Confirm the update process with the team during setup.
Record when it happened, the affected location, what you expected, and what occurred. Share only the information needed through your agreed support channel.