{"id":9056,"date":"2023-05-22T17:58:55","date_gmt":"2023-05-22T17:58:55","guid":{"rendered":"https:\/\/help.caterease.com\/docs\/support-documents\/"},"modified":"2025-09-03T18:29:17","modified_gmt":"2025-09-03T18:29:17","slug":"documentation","status":"publish","type":"docs","link":"https:\/\/help.caterease.com\/docs\/resources\/documentation\/","title":{"rendered":"Documentation"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"9056\" class=\"elementor elementor-9056\" data-elementor-post-type=\"docs\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8a65d32 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8a65d32\" data-element_type=\"section\" data-settings=\"{&quot;_ha_eqh_enable&quot;:false}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ec18efc\" data-id=\"ec18efc\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d7d96c7 elementor-widget elementor-widget-heading\" data-id=\"d7d96c7\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Documentation<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-14f0fac elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"14f0fac\" data-element_type=\"section\" data-settings=\"{&quot;_ha_eqh_enable&quot;:false}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7950b4e\" data-id=\"7950b4e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ed7b075 elementor-widget elementor-widget-docy_single_doc\" data-id=\"ed7b075\" data-element_type=\"widget\" data-widget_type=\"docy_single_doc.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ezd-grid ezd-column-1\">\n\t        <div class=\"categories_guide_item box-item wow fadeInUp single-doc-layout-one\">\n            <div class=\"doc-top ezd-d-flex ezd-align-items-start\">\n\t\t\t\t<img decoding=\"async\" width=\"92\" height=\"96\" src=\"https:\/\/help.caterease.com\/wp-content\/uploads\/2021\/04\/icon-8@2x.svg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" \/>                <a class=\"doc_tag_title\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/program-guidebooks\/\">\n\t\t\t\t\t<h4 class=\"title ct-heading-text\"> \n\t\t\t\t\t\tProgram Guidebooks \n\t\t\t\t\t<\/h4>\n\n                    <span class=\"ezd-badge\">\n                    9                    Topics                <\/span>\n                <\/a>\n            <\/div>\n            <ul class=\"ezd-list-unstyled tag_list\">\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/program-guidebooks\/booking-your-first-event\/\">\n\t\t\t\t\t\t\tBooking Your First Event                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/program-guidebooks\/creating-custom-event-prints\/\">\n\t\t\t\t\t\t\tCreating Custom Event Prints                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/program-guidebooks\/creating-custom-merge-documents\/\">\n\t\t\t\t\t\t\tCreating Custom Merge Documents                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/program-guidebooks\/customizing-your-food-service-items\/\">\n\t\t\t\t\t\t\tCustomizing Your Food\/Service Items                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/program-guidebooks\/managing-reminders-and-contact-history-notes\/\">\n\t\t\t\t\t\t\tManaging Reminders &amp; Contact History Notes                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/program-guidebooks\/managing-your-staff-in-employee-manager\/\">\n\t\t\t\t\t\t\tManaging Your Staff In Employee Manager                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/program-guidebooks\/managing-your-prospects-in-prospects-manager\/\">\n\t\t\t\t\t\t\tManaging Your Prospects In Prospects Manager                        <\/a>\n                    <\/li>\n\t\t\t\t            <\/ul>\n\t\t\t                <a href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/program-guidebooks\/\" class=\"doc_border_btn\">\n\t\t\t\t\tView All                    <i class=\"arrow_right\"><\/i>\n                <\/a>\n\t\t\t        <\/div>\n\t        <div class=\"categories_guide_item box-item wow fadeInUp single-doc-layout-one\">\n            <div class=\"doc-top ezd-d-flex ezd-align-items-start\">\n\t\t\t\t<img decoding=\"async\" width=\"88\" height=\"82\" src=\"https:\/\/help.caterease.com\/wp-content\/uploads\/2020\/07\/icon-6@2x-1.svg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" \/>                <a class=\"doc_tag_title\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/quick-reference-guides\/\">\n\t\t\t\t\t<h4 class=\"title ct-heading-text\"> \n\t\t\t\t\t\tQuick Reference Guides \n\t\t\t\t\t<\/h4>\n\n                    <span class=\"ezd-badge\">\n                    13                    Topics                <\/span>\n                <\/a>\n            <\/div>\n            <ul class=\"ezd-list-unstyled tag_list\">\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/quick-reference-guides\/print-designer\/\">\n\t\t\t\t\t\t\tPrint Designer                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/quick-reference-guides\/menu-manager\/\">\n\t\t\t\t\t\t\tMenu Manager                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/quick-reference-guides\/queries-and-detail-grids\/\">\n\t\t\t\t\t\t\tQueries &amp; Detail Grids                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/quick-reference-guides\/guestrooms-manager\/\">\n\t\t\t\t\t\t\tGuestrooms Manager                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/quick-reference-guides\/document-builder\/\">\n\t\t\t\t\t\t\tDocument Builder                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/quick-reference-guides\/banquet-rooms\/\">\n\t\t\t\t\t\t\tBanquet Rooms                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/quick-reference-guides\/system-administrator\/\">\n\t\t\t\t\t\t\tSystems Administrator                        <\/a>\n                    <\/li>\n\t\t\t\t            <\/ul>\n\t\t\t                <a href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/quick-reference-guides\/\" class=\"doc_border_btn\">\n\t\t\t\t\tView All                    <i class=\"arrow_right\"><\/i>\n                <\/a>\n\t\t\t        <\/div>\n\t        <div class=\"categories_guide_item box-item wow fadeInUp single-doc-layout-one\">\n            <div class=\"doc-top ezd-d-flex ezd-align-items-start\">\n\t\t\t\t<img decoding=\"async\" width=\"92\" height=\"68\" src=\"https:\/\/help.caterease.com\/wp-content\/uploads\/2020\/07\/icon-7@2x-1.svg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" \/>                <a class=\"doc_tag_title\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/general-support-documents\/\">\n\t\t\t\t\t<h4 class=\"title ct-heading-text\"> \n\t\t\t\t\t\tGeneral Support Documents \n\t\t\t\t\t<\/h4>\n\n                    <span class=\"ezd-badge\">\n                    6                    Topics                <\/span>\n                <\/a>\n            <\/div>\n            <ul class=\"ezd-list-unstyled tag_list\">\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/general-support-documents\/caterease-w9\/\">\n\t\t\t\t\t\t\tCaterease W9                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/general-support-documents\/credit-card-authorization\/\">\n\t\t\t\t\t\t\tCredit Card Authorization                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/general-support-documents\/benefits-of-annual-maintenance\/\">\n\t\t\t\t\t\t\tBenefits of Annual Maintenance                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/general-support-documents\/caterease-connect-software-as-a-service-agreement\/\">\n\t\t\t\t\t\t\tCaterease Connect - Software as a Service Agreement                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/general-support-documents\/caterease-connect-standard-hosting-support-terms\/\">\n\t\t\t\t\t\t\tCaterease Connect - Standard Hosting Support Terms                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/general-support-documents\/caterease-desktop-software-license-agreement\/\">\n\t\t\t\t\t\t\tCaterease Desktop - Software License Agreement                        <\/a>\n                    <\/li>\n\t\t\t\t            <\/ul>\n\t\t\t                <a href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/general-support-documents\/\" class=\"doc_border_btn\">\n\t\t\t\t\tView All                    <i class=\"arrow_right\"><\/i>\n                <\/a>\n\t\t\t        <\/div>\n\t        <div class=\"categories_guide_item box-item wow fadeInUp single-doc-layout-one\">\n            <div class=\"doc-top ezd-d-flex ezd-align-items-start\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"90\" height=\"88\" src=\"https:\/\/help.caterease.com\/wp-content\/uploads\/2020\/07\/icon-5@2x-1.svg\" class=\"attachment-thumbnail size-thumbnail\" alt=\"\" \/>                <a class=\"doc_tag_title\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/hardware-requirements\/\">\n\t\t\t\t\t<h4 class=\"title ct-heading-text\"> \n\t\t\t\t\t\tHardware Requirements \n\t\t\t\t\t<\/h4>\n\n                    <span class=\"ezd-badge\">\n                    12                    Topics                <\/span>\n                <\/a>\n            <\/div>\n            <ul class=\"ezd-list-unstyled tag_list\">\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/hardware-requirements\/caterease-connect-azure-mac-file-sharing-instructions-147384\/\">\n\t\t\t\t\t\t\tCaterease Connect-Azure-Mac- File Sharing Instructions                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/hardware-requirements\/caterease-connect-azure-mac-first-time-login-instructions-147389\/\">\n\t\t\t\t\t\t\tCaterease Connect-Azure-Mac-First-Time Login Instructions                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/hardware-requirements\/azure-caterease-connect-windows-caterease-first-time-login-instructions-147398\/\">\n\t\t\t\t\t\t\tCaterease Connect-Azure-Windows-Caterease First-Time Login Instructions                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/hardware-requirements\/caterease-connect-supported-hardware-requirements\/\">\n\t\t\t\t\t\t\tCaterease Connect - Supported Hardware Requirements                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/hardware-requirements\/caterease-connect-configuring-a-tablet-or-android\/\">\n\t\t\t\t\t\t\tCaterease Connect - Configuring a Tablet or Android                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/hardware-requirements\/caterease-connect-configuring-an-iphone-for-caterease\/\">\n\t\t\t\t\t\t\tCaterease Connect - Configuring an iPhone for Caterease                        <\/a>\n                    <\/li>\n\t\t\t\t                    <li>\n                        <a class=\"ct-content-text\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/hardware-requirements\/caterease-connect-configuring-an-ipad-for-caterease\/\">\n\t\t\t\t\t\t\tCaterease Connect - Configuring an iPad for Caterease                        <\/a>\n                    <\/li>\n\t\t\t\t            <\/ul>\n\t\t\t                <a href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/hardware-requirements\/\" class=\"doc_border_btn\">\n\t\t\t\t\tView All                    <i class=\"arrow_right\"><\/i>\n                <\/a>\n\t\t\t        <\/div>\n\t<\/div>\n\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Documentation Program Guidebooks 8 Topics Booking Your First Event Creating Custom Event Prints Creating Custom Merge Documents Customizing Your Food\/Service Items Managing Reminders &amp; Contact History Notes Managing Your Staff In Employee Manager Managing Your Prospects In Prospects Manager View All Quick Reference Guides 13 Topics Print Designer Menu Manager Queries &amp; Detail Grids Guestrooms [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":8279,"parent":9925,"menu_order":1,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-9056","docs","type-docs","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Documentation - Caterease Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.caterease.com\/docs\/resources\/documentation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta 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