Start Using Curate With These 6 Training Videos

Ready to start using Curate?

Check out these 6 short training videos to jumpstart your experience!

Create a Proposal

When a client looks at your proposal, you have 3 seconds to show them that you've captured their vision. That's why it's so important to create a stunning cover page, add inspiration images, and showcase the details for each line item.

Watch this video to learn how to turn your cost-out into a proposal that your clients would love.

Create a Recipe

Now that you've created your proposal and made it look absolutely stunning, it's time to ask yourself if it's priced for a profit.

Even event professionals who have been in business for decades are shocked to find out that they're undercharging for their events, some by thousands of dollars!

You work too hard to lose out on that type of money.

Watch this video to learn how to add recipes to each of your line items so you can ensure that you're pricing for a profit.

Build your Library and Rentals List

As you priced out your items, you started the process for adding items to your library and rentals list. Now's the time to finish building out those lists.

Watch this video to see how to add items to your library and rentals list.

Note: This process does outline how to add items one by one. However, many people prefer to do a bulk upload with the help of our Curator Success team. Bulk item uploads typically take 7-10 business days because our team manually ensures that each item on your list is correctly formatted for upload. If you are in the middle of a trial and choose to bypass this step right now, you can always connect with our team after you sign up for to get all your items uploaded at once.

Prepare your Supplier Order

Congratulations! You've created an accurately priced proposal and sent it off to your client. Now it's time to prep your order for your supplier.

Curate offers two options to help get this done:

• Gameplan allows you to merge multiple events into a single shopping list and/or separate items from a single or merged list into multiple orders to send to your different suppliers.
• Purchases allows you to send the supply list from a single event to a single supplier.

Watch this video to see how these options work together.

Note: This video was created before we released Curate Orders. The "Orders" tab that it is referred to in this video is now called the "Purchases" tab.

Create a Form to Collect New Inquiries

Any time you're copying information from an inquiry form to your proposal, there's room for error on your part.

Curate's form feature helps minimize the opportunity for mistakes and the time it takes to copy all the information into your proposal.

Watch this video to learn how to set up you form(s) that will pull directly into Curate and even embed them onto your website to start increasing inquiries.

Customize your Settings

You've done an awesome job at creating your perfectly priced proposals, sending orders to your supplier, and optimizing your inquiry process with forms that can live on your website.

Now we want to make sure you get to look at some the really cool features that are hidden in your Settings tab. Here is where you can:

• choose your starter libraries and measurement units
• create multiple markup profiles
• customize your email templates
• develop your custom tagging system
• set up your automated workflows
• and more!

Watch this video to see all the great options you have to work with in the Settings tab!