You've completed your migration—now what? This page is your starting point for getting up to speed with Curate. From common post-migration questions to best practices and tips for success, everything you need to hit the ground running is right here. Looking for the Pre-migration FAQ? Click here!
Important Links & Information
Updated Access Link - Please save this link. This is what you'll use moving forward to log in and access Curate after your migration.
Curate Community & Certification Training - Curate community is more than just a platform; it’s a space where creativity, connection, and collaboration thrive. This is also home to our online certification program! Click here to begin the signup process!
Curare News Center - Want to stay in the loop and learn about new features as they're released? Check out our news center! You can also access the page through the help bubble and selecting the News option.
We're also hosting a monthly webinar where we take a look at recently released features in real time so you can see them in action! Here's a link to register! Can't make it? You can sign up and you'll be emailed a recording of each session. Click here to view past sessions on our YouTube page!
Updated Curate Verbiage (click this to view the list)
Updated Curate Verbiage (click this to view the list)
Below is a chart of updated terms for using the Curate application.
Curate Classic Terms | Updated Terms |
+ Add New Event | + New Event |
Invoice | Event ID |
Stage | Status |
Date | Start Date |
Forms | Forms & Inquiries |
Customers & Vendors | Contacts |
Library | Components (In The Catalog) |
Purchases (separate tab) | Purchase Orders (within Gameplan tab) |
Pricing Profiles | Markup Profiles |
Workflows | Notifications |
Integrations | Split into Integrations & Payments |
Admin | Overview |
Proposal History | Event Activity Log |
Frequently Asked Questions — Alphabetical by Topic
Calculating Fees
With the updated platform you'll have the ability to calculate fees for things line delivery fees, consultation costs, set up/break down fees in a similar fashion to Curate Classic. Here's an article that will walk you through how to set this up!
Catalog (Products, Components, Rentals)
All of your products, ingredients (now known as components) and rentals (if applicable) migrated over. They will be listed under a page called Catalog and broken out into sub-pages as seen below. Here's a link to our Products article with more details.
Categories
Your categories migrated over to the updated platform. Please see this page to learn more about how to make changes to your categories.
Customers (Contacts)
Your customer contacts will carry over! Here's a detailed walkthrough of the updated contacts page as you'll have access to new features such as bulk imports and flagging contacts as a company, vendor or venue!
Events Page
As part of the migration we have moved over all of your events! Please check out this video to learn some tips & tricks on how to use the events page to access current, past and creating new events!
Event Templates
As part of the migration, we moved over your templates to the updated platform. They're accessible from the main Events page. If you're unable to locate your event proposal templates, you may search for them by name using the search bar.
Here's a short video on how to use templates!
Forms & Inquires
Your forms carry over to the updated platform, but you'll want to update your links. Check out this article that will cover how to update your form links and code for embedded forms on your website (if applicable). This is also an opportunity to check out the new features we've unlocked such as modifying the background color and font on the forms!
Google Calendar
If you were using Google Calendar in Curate Classic, you’ll still be able to use it in the updated platform. However, you’ll need to set it up again. This article provides step-by-step instructions to help you get started.
Logging Into Curate
As part of the migration, we'll send out an email that will contain an updated link to Curate along with information about logging in. If you run into any issues with logging, please check out this article on how to reset your password.
Nowsta
If you were using Nowsta in Curate Classic, you’ll still be able to use it in the updated platform. However, you’ll need to set it up again. This article provides step-by-step video instructions to help you get started.
Purchase Orders (Gameplan)
Previous Purchase Order do not migrate over to the updated platform. We have redesigned this aspect and have created this article that explains how Purchase Orders work in the updated platform.
QuickBooks Online
If you were using QuickBooks Online in Curate Classic, you’ll still be able to use it in the updated platform. However, you’ll need to set it up again. This article provides step-by-step video instructions to help you get started.
Users
The user registered to your account were migrated over. As part of the migration, we'll send out an email that will contain an updated link to Curate along with information about logging in. If you run into any issues with logging, please check out this article on how to reset your password.