Catering Template is part of the catering order automation flow where users can have catering orders automatically created when booking the defined spaces.

Refer to this article for the required permissions to view this page and set up catering templates: Role Permissions and Data Security Settings for Catering.

How it works

The catering order automation flow works in the following sequence:

1. Catering Menu. A catering menu is created and it is stable enough to be used frequently for automated orders. Additionally, the cut-off times for the menu control how much in advance the order must be made. 
   📝 Read more about catering menus here: 
2. Catering Template. A catering template is created based on that menu.
3. Booking Policy. Then, the catering template must be used in the booking policy that is enforced for the set of spaces where you'd like automated catering orders to be created. 
   📝 Read more about space booking policies here: Space booking policy.
4. At this point, users in your organisation have an option for the catering orders to be created after they book the relevant spaces. These orders will have all items multiplied by the number of attendees in the meeting. Users can edit or cancel the automated catering order too. 
   📝 Read more about working with the automated catering orders in Workspace here: Ordering catering in Workspace.

Creating a new catering template

First, make sure that you have an active menu ready to use for the automated orders.

On the Catering > Templates page, do the following:

1. Click +Add to open a new page where you will define the details for a catering template.
2. Define the Catering Template Name. It will be picked up in the booking policy to be used for its spaces.
   
3. Select an existing menu from the Select Menu dropdown.
4. Select a combination of menu items under the Beverages, Snacks, Food tabs. Typically these would be the in-stock items that don't require preparation.
5. View the list of selected items under Order Summary. Total per person displays the cost of the selected items to be charged. This will be multiplied by the number of booking attendees count where the order is applied.
6. (optional) You can use the checkbox  Only apply this template if booking is longer than (in minutes). This can be useful not to create catering orders for bookings that are short in duration and won't benefit from catering.
7. Click Save.

Now, the template can be picked up to be added to the booking policy for a set of relevant spaces. After this, your organisation will have the option available to have catering orders created for them.

Editing an existing catering template

You can change any setting in the existing catering template. Open the template, add or remove items as necessary, and click Save.