Docsroom

Templates / Caterers

Event enquiries, allergy forms and staff starters, from one link.

Menus, guest allergies and freelance staff details arrive in pieces, days before the event. Docsroom asks once, sends each person their own link and reminds whoever has not replied.

8 templates80 requestsWritten for caterers

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Eight templates for caterers

Open a template to see every request in the order it is asked, and watch it written in and answered.

Event booking starter checklistfor event hosts · straight after the first enquiry12 requests12 requests
Event booking starter checklistMarsh wedding · 80 guests9 of 12 back
  • The event
  • FormEvent detailsdate, place and guestsAssigned to OMOlivia Marsh, hostFrom Joshin 2 daysComplete
  • QuestionVenue kitchenoven, power and waterAssigned to OMOlivia Marsh, hostFrom Joshin 3 daysComplete
  • DecisionService stylesit-down, buffet or bowlsAssigned to OMOlivia Marsh, hostFrom Joshin 4 daysReady to check
  • Menu and guests
  • DecisionMenu choicepick from our menusAssigned to OMOlivia Marsh, hostFrom Joshin 5 daysReady to check
  • DecisionMenu tastingbook one or skip itAssigned to OMOlivia Marsh, hostFrom Joshin 5 daysComplete
  • QuestionSevere allergieswho is at real riskAssigned to OMOlivia Marsh, hostFrom Joshin 5 daysAwaiting reply
  • TableGuest dietary needsonly guests with a needAssigned to OMOlivia Marsh, hostFrom Joshin 6 daysReminder sent
  • Booking it in
  • UploadDeposit payment receipta screenshot is fineAssigned to OMOlivia Marsh, hostFrom Joshin 6 daysComplete
  • ApprovalCatering termsread and approveAssigned to OMOlivia Marsh, hostFrom Joshin 6 daysReady to check
  • DecisionCrockery and glasswareours, the venue’s or hiredAssigned to OMOlivia Marsh, hostFrom Joshin 7 daysReady to check
  • QuestionWaiting staffhow many you needAssigned to OMOlivia Marsh, hostFrom Joshin 8 daysComplete
  • QuestionFinal numbersten days beforeAssigned to OMOlivia Marsh, hostFrom Joshin 12 daysAwaiting reply
Staff starter checklistfor new kitchen and event staff · before their first event11 requests11 requests
Staff starter checklistRyan Cooper · event chef9 of 11 back
  • About you
  • QuestionRight to work share codenine charactersAssigned to RCRyan Cooper, event chefFrom Joshin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to RCRyan Cooper, event chefFrom Joshin 3 daysComplete
  • QuestionEmergency contactname and numberAssigned to RCRyan Cooper, event chefFrom Joshin 4 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to RCRyan Cooper, event chefFrom Joshin 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to RCRyan Cooper, event chefFrom Joshin 4 daysComplete
  • ApprovalCasual work agreementread and approveAssigned to RCRyan Cooper, event chefFrom Joshin 5 daysAwaiting reply
  • Kitchen and events
  • UploadFood hygiene certificatelevel 2, if you have oneAssigned to RCRyan Cooper, event chefFrom Joshin 5 daysReminder sent
  • UploadAllergen trainingcertificate, if anyAssigned to RCRyan Cooper, event chefFrom Joshin 5 daysComplete
  • FormFitness to work form5 questionsAssigned to RCRyan Cooper, event chefFrom Joshin 6 daysReady to check
  • UploadDriving licenceif you drive the vanAssigned to RCRyan Cooper, event chefFrom Joshin 6 days2 files sent
  • TableEvent availabilitydates you can workAssigned to RCRyan Cooper, event chefFrom Joshin 7 daysComplete
Freelance staff packfor freelance chefs and waiters · before their first event10 requests10 requests
Freelance staff packPriya Nair · freelance chef8 of 10 back
  • Who you are
  • UploadPhoto IDpassport or licenceAssigned to PNPriya Nair, freelance chefFrom Joshin 3 daysComplete
  • QuestionRight to work share codenine charactersAssigned to PNPriya Nair, freelance chefFrom Joshin 3 daysComplete
  • DecisionSelf-employed or agencypick oneAssigned to PNPriya Nair, freelance chefFrom Joshin 3 daysReady to check
  • Your paperwork
  • FormBank and tax detailsUTR if self-employedAssigned to PNPriya Nair, freelance chefFrom Joshin 4 daysReady to check
  • UploadPublic liability insuranceif self-employedAssigned to PNPriya Nair, freelance chefFrom Joshin 5 daysComplete
  • UploadFood hygiene certificatelevel 2, if you have oneAssigned to PNPriya Nair, freelance chefFrom Joshin 5 daysAwaiting reply
  • UploadAllergen trainingcertificate, if anyAssigned to PNPriya Nair, freelance chefFrom Joshin 5 daysReminder sent
  • Booking terms
  • ApprovalFreelance termsread and approveAssigned to PNPriya Nair, freelance chefFrom Joshin 6 daysComplete
  • TableDates you can workthe next three monthsAssigned to PNPriya Nair, freelance chefFrom Joshin 7 daysReady to check
  • DecisionRole you preferchef, prep or waitingAssigned to PNPriya Nair, freelance chefFrom Joshin 7 daysReady to check
Venue onboarding packfor venues and their managers · before the site visit10 requests10 requests
Venue onboarding packAshworth Hall · new venue8 of 10 back
  • The venue
  • FormVenue details6 questionsAssigned to MHMartin Hale, venue managerFrom Joshin 3 daysComplete
  • UploadFloor plankitchen and hallAssigned to MHMartin Hale, venue managerFrom Joshin 4 daysComplete
  • UploadKitchen photosovens, sinks and fridgesAssigned to MHMartin Hale, venue managerFrom Joshin 4 days1 file sent
  • Access and rules
  • QuestionLoading and parkingwhere the van can goAssigned to MHMartin Hale, venue managerFrom Joshin 5 daysReady to check
  • QuestionPower and watersockets and tapsAssigned to MHMartin Hale, venue managerFrom Joshin 5 daysComplete
  • QuestionWaste and binswhere rubbish goesAssigned to MHMartin Hale, venue managerFrom Joshin 6 daysAwaiting reply
  • QuestionPack-down timewhen we must be outAssigned to MHMartin Hale, venue managerFrom Joshin 6 daysReminder sent
  • Their paperwork
  • UploadFire risk assessmentsigned and datedAssigned to MHMartin Hale, venue managerFrom Joshin 7 daysComplete
  • QuestionCaterer requirementswhat you need from usAssigned to MHMartin Hale, venue managerFrom Joshin 7 daysReady to check
  • ApprovalCatering arrangementsread and approveAssigned to MHMartin Hale, venue managerFrom Joshin 8 daysReady to check
Food hygiene paperworkfor the business · each year, and before a busy season10 requests10 requests
Food hygiene paperworkHearth and Table Catering · hygiene file8 of 10 back
  • Registration and rating
  • UploadFood business registrationcouncil confirmationAssigned to ABAndy Bradley, ownerFrom Joshin 5 daysComplete
  • UploadFood hygiene ratingcertificate or letterAssigned to ABAndy Bradley, ownerFrom Joshin 5 daysComplete
  • UploadLast inspection reportif there was a visitAssigned to ABAndy Bradley, ownerFrom Joshin 6 days1 file sent
  • Safe food records
  • UploadFood safety planthe pack you followAssigned to ABAndy Bradley, ownerFrom Joshin 8 days2 files sent
  • UploadVan temperature logphoto of the latest sheetAssigned to ABAndy Bradley, ownerFrom Joshin 8 daysComplete
  • UploadCooling and reheating logphoto of the latest sheetAssigned to ABAndy Bradley, ownerFrom Joshin 10 daysAwaiting reply
  • UploadCleaning schedulekitchen and vanAssigned to ABAndy Bradley, ownerFrom Joshin 10 daysReminder sent
  • Allergens and training
  • ApprovalAllergen policyread and approveAssigned to ABAndy Bradley, ownerFrom Joshin 12 daysComplete
  • QuestionAllergen leadwho checks every menuAssigned to ABAndy Bradley, ownerFrom Joshin 12 daysReady to check
  • TableStaff training recordname, course and dateAssigned to ABAndy Bradley, ownerFrom Joshin 14 daysReady to check
Event final details packfor event hosts · two weeks before the event10 requests10 requests
Event final details packMarsh wedding · final details8 of 10 back
  • Menu and allergies
  • ApprovalFinal menu approvalread and approveAssigned to OMOlivia Marsh, hostFrom Joshin 4 daysComplete
  • ApprovalAllergy list checkread and approveAssigned to OMOlivia Marsh, hostFrom Joshin 4 daysComplete
  • DecisionDrinks servicewelcome drink, toast, bothAssigned to OMOlivia Marsh, hostFrom Joshin 5 daysReady to check
  • The day
  • QuestionSetup access timewhen we can arriveAssigned to OMOlivia Marsh, hostFrom Joshin 5 daysReady to check
  • QuestionTimings on the dayarrival, food, speechesAssigned to OMOlivia Marsh, hostFrom Joshin 6 daysComplete
  • UploadTable planor a rough sketchAssigned to OMOlivia Marsh, hostFrom Joshin 7 daysAwaiting reply
  • QuestionMeals for suppliersDJ, photographer, bandAssigned to OMOlivia Marsh, hostFrom Joshin 7 daysReminder sent
  • QuestionContact on the daya mobile we can reachAssigned to OMOlivia Marsh, hostFrom Joshin 7 daysComplete
  • Afterwards
  • DecisionEquipment collectionsame night or next dayAssigned to OMOlivia Marsh, hostFrom Joshin 8 daysReady to check
  • QuestionHow the day wentone or two linesAssigned to OMOlivia Marsh, hostFrom Joshin 20 daysReady to check
Hire and equipment supplier setupfor hire and equipment firms · before the first order9 requests9 requests
Hire and equipment supplier setupCrown Hire Services · new supplier7 of 9 back
  • Their details
  • FormSupplier details6 questionsAssigned to KMKofi Mensah, sales repFrom Joshin 3 daysComplete
  • UploadHire price listcurrentAssigned to KMKofi Mensah, sales repFrom Joshin 4 daysComplete
  • QuestionDelivery and collectiondays and time slotsAssigned to KMKofi Mensah, sales repFrom Joshin 4 daysReady to check
  • What we hire
  • UploadHire catalogueitems, sizes and coloursAssigned to KMKofi Mensah, sales repFrom Joshin 6 days2 files sent
  • QuestionBreakages and losseshow they are chargedAssigned to KMKofi Mensah, sales repFrom Joshin 6 daysComplete
  • QuestionReturning itemswashed or unwashedAssigned to KMKofi Mensah, sales repFrom Joshin 7 daysAwaiting reply
  • QuestionCancelling an orderhow late is too lateAssigned to KMKofi Mensah, sales repFrom Joshin 7 daysReminder sent
  • Terms
  • UploadBusiness insurancecertificateAssigned to KMKofi Mensah, sales repFrom Joshin 8 daysComplete
  • ApprovalHire termsread and approveAssigned to KMKofi Mensah, sales repFrom Joshin 9 daysReady to check
Insurance and safety renewalsfor the business · each year, before anything runs out8 requests8 requests
Insurance and safety renewalsHearth and Table Catering · yearly pack6 of 8 back
  • Insurance
  • UploadPublic liability insurancecurrent certificateAssigned to ABAndy Bradley, ownerFrom Joshin 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to ABAndy Bradley, ownerFrom Joshin 7 daysComplete
  • UploadVehicle insurancebusiness useAssigned to ABAndy Bradley, ownerFrom Joshin 8 days1 file sent
  • Equipment safety
  • UploadGas safety certificateLPG and catering kitAssigned to ABAndy Bradley, ownerFrom Joshin 10 days2 files sent
  • UploadPAT test certificateportable equipmentAssigned to ABAndy Bradley, ownerFrom Joshin 10 daysComplete
  • UploadFire extinguisher servicevan and kitchenAssigned to ABAndy Bradley, ownerFrom Joshin 12 daysAwaiting reply
  • Licences and policy
  • UploadPersonal licenceif you run the barAssigned to ABAndy Bradley, ownerFrom Joshin 12 daysReminder sent
  • ApprovalHealth and safety policyread and approveAssigned to ABAndy Bradley, ownerFrom Joshin 14 daysComplete

Written for caterers. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Allergies collected before they matter

Hosts send guest allergies and dietary needs long before the day, and you can see when each answer came in.

Freelancers sorted without chasing

Freelance chefs and waiters send ID, insurance and hygiene certificates through their own link, so nothing waits until the morning of the event.

One link for each host and venue

Hosts, venues and suppliers each open their own link on a phone. Nobody needs an account, and you are not sorting attachments.

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