Account, Team & Settings
Manage your organization details, preferences, dropdowns, email templates, team members, and billing.
Most configuration lives under Settings, organized into tabs. Here's what each one does.
Profile
Your personal account details — name and email.
Organization
Your business name and logo. The logo appears on proposals, invoices, and your public inquiry form.
Preferences
Choose how dates and times display, and set the email identity (sender name and reply-to address) used on client-facing notifications.
Dropdowns
Customize the dropdown options used across the app — event types, lead sources, equipment categories, and more — so they match how your business works.
Lead Capture
Build and customize your public inquiry form, and grab the link and embed code. See Capturing leads.
Integrations
Connect Stripe and PayPal to collect payments. See Invoices & payments.
Email Templates
Review and edit the automated emails CaterCamp sends on your behalf (for example, when you send a proposal or invoice).
Team Members
Invite teammates and manage who has access to your organization. Available seats depend on your plan.
Billing & plans
Manage your subscription under Billing. Upgrading raises limits (clients, events, menus, users), unlocks features like BEOs and staff/equipment tracking, and removes the "Powered by CaterCamp" badge from your public inquiry form.
Need a hand? Contact support from inside your dashboard.
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