CaterSoft Occasion

OCCASION FEATURE

Bookings Management

A streamlined, end-to-end workflow that helps your team manage every event with clarity and confidence.

View all bookings in one place, filtered by Enquiry, Provisional, or Confirmed.

Instantly switch between statuses to see what needs attention today.

Colour-coded indicators make it easy to spot availability, clashes, and upcoming events.

From the first enquiry to a fully confirmed booking, everything stays organised in one simple system.

Enquiry Provisional Confirmed

Every event in Occasion moves through a clear, structured journey. Our three-status model keeps your team aligned, reduces confusion, and makes it easy to understand exactly where each booking stands at any moment.

Active Enquiries

The starting point for every potential event.

  • Captured via web leads, phone calls, or manual entry
  • Basic details logged instantly
  • Automatic acknowledgement emails (optional)
  • Perfect for fast response and follow-up

This stage ensures no opportunity slips through the cracks.

Provisional

A temporary hold while details are being finalised.

  • Date and time reserved
  • Quotes and proposals sent
  • Deposit pending
  • Internal notes and requirements gathered

This gives customers confidence while giving your team time to prepare.

Confirmed Bookings

The event is officially booked.

  • Deposit received
  • Final details locked in
  • Automatically updates the booking diary
  • Triggers event planning workflows (staffing, guests, dietaries, etc.)

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