🎉 It’s Update Time, Curators! 🎉
Ready to see what’s new in Curate? Let’s dive in! 🚀

• 💲 Gratuity is here!
  We have added the ability to display tipping options to your customer in the final payment screen of None, 15%, 20%, 25% and Custom. Click here to view how to get started!

• 🖼️ Introducing Global Templates - Have you ever wanted to see industry template examples for Emails, Payments, Contracts & Timelines? Here's a short tutorial on how to add templates to your Curate account!

🙋‍♀️ Questions? We’ve got you covered!

Click the chat bubble in Curate and select Messages to start a conversation with our team.

Happy Curating! 💐

🎉 It’s Update Time, Curators! 🎉
Ready to see what’s new in Curate? Let’s dive in! 🚀

Thanks to your feedback, we’ve rolled out some exciting new features and enhancements:

• 🖋️ Edit Line Items from the Portal Tab
  You can now edit a line item directly from the Portal tab! Here's a short video walkthrough:

• 🖼️ Single Image Module - You can now upload a single image as a module within your events! Let's check it out:

• 🖨️ Event Prints - We've added new selectable options under the Component Totals dropdown within Event Prints! Here's a screenshot of the new options:

• 📅 Images In Emails - We've added the ability to add images into emails that are sent from Curate. Here's a video on how this feature works:

• 📅 New Send Email Automation Feature – You can now create automations within Curate that will allow a action to send an email (from your email templates) out to your clients! Here's a short video of how that works:

• 📋 PDF Download Enhancement - When downloading a PDF without pricing, the file will now include quantities for each line item.

• 🔤 Contact Bulk Download – Export a CSV list of contacts from Settings → General → Export. You can also download other account data like Product, Component, and Rental catalogs.

• 📧 Proposal Link Expiration Update– We’ve added clearer details on when proposal links expire:

• Internally (Overview page): Hover over the new ? icon to see the exact expiration (11:59PM on the selected date).

• Client-facing: The expiration date now appears at the top of the shared proposal page.

🙋‍♀️ Questions? We’ve got you covered!

Click the chat bubble in Curate and select Messages to start a conversation with our team.

Happy Curating! 💐

🎉 Are you ready for more updates?! Let's dig in!🎉

🧾 Media Library Remembers Your Last Opened Folder

The Media Library will now reopen in the last folder or section you were viewing, so you can pick up right where you left off.

📋 Personalize Email Subject Lines with Tokens

This enhancement allows you to personalize subject lines with details like client names or event names - making emails easier to search, more recognizable, and tailored to each client! This can be done within your email templates as well as free hand emails send on the fly.

Supported Token options:

• Customer First Name
• Customer Last Name
• Event Name
• Event Date

To make this happen, we've updated the Email Subject box within the Share with Client box as well as the email template screen with the box seen below:

Here's an example of how the email subject line will be displayed:

🔤 View inquiry form notes directly within an event

We've added the ability to see Inquiry form notes within the event! Below is an example of where this note section lives within an inquiry.

• To view the notes from within an event, click into the Overview button
• Click the Inquiries button
• Scroll down to the Submission Details section to see the Notes: section

🖱️Updated email template layout to remove boxes

We've made an adjustment so that when an email template is being used it will no longer have a light blue box surrounding the email's body.

🖱️Google Calendar Sync Update

We've made a change to our calendar setup so that Events that don't have selected times or partial times will be flagged as an "All Day" Event within Google Calendar when synced from Curate.

🙋‍♀️ As always, you can send feature requests to us by checking out our Product board!

Happy Curating! 💐

🎉 Are you ready for more updates?! Let's dig in!🎉

• 🧾 Use Tokens in Portal Headers and Subtitles

All headers and subtitles now support tokens, making it easier than ever to automate your event creation. This means you can automatically include details like the event name and date—no more typing it out or copy-pasting every time!

• 📋 Faster PDF Access for Proposals

We have added a Download PDF button to the top right corner of each event tab!

• 🔤 Clickable Email Links in the People & Vendors Portal View

You may now click on the email address within the People & Vendors section and it will load your default email program to send the contact an email!

• 🖱️Improved Viability of the Expiration Date on the Client Portal

We've made a change to ensure the expiration date is predominantly displayed in the client portal.

Keep an eye out on this space as we will have more September Spotlight posts coming soon! If you would like to get these updates sent to your email, click here to signup for Curate University!

🙋‍♀️ As always, you can send feature requests to us by checking out our Product board!

Happy Curating! 💐

🎉 It’s Update Time, Curators! 🎉
Ready to see what’s new in Curate? Let’s dive in! 🚀

Thanks to your feedback, we’ve rolled out some powerful updates:

• 🧾 Merge an Inquiry into an Existing Event

You may now merge an unconverted inquiry into a pre-existing event! This can be done with a new inquiry as well as one that has been disconnected from a previous event. To do this, locate the inquiry and click the new Merge into existing event button that is displayed across the top:

A pop up will appear that will allow you to select the event you wish to merge with the inquiry.

• 📋 Easily Disconnect Inquiries from Events in the Inquiry Overview

We have added the ability to disconnect an event from an inquiry. To do this, navigate to the Inquiries page. Next locate and click into the inquiry. Across the top of the page you will now have access to a new button called Disconnect inquiry. Click this button.

A pop up box will appear asking you to confirm the action. Click the Disconnect button.

The inquiry will be disconnected from the event and you will now have the ability to convert the inquiry into a new event or merge it into an existing event!

• 🔤 View Cost Breakdowns by Component Category on Shopping Lists

We have added a category breakdown at the bottom of each shopping list that will mention the total cost based on component category as well as the overall total!

• 🖱️Delete Folders in the Media Library

You may now delete folders within the media library! This can be done by clicking into the box on the top left and then clicking Delete Selected across the bottom of the Media Library box. This can also be done to delete more than one folder at a time if needed!

• 💰Restrict Payments until Contract is Signed

When enabled, clients will not be able to make payments until all required signatures on this contract are received. Toi activate this feature, navigate to the Settings - Payments page and click into your payment integration. Check off the box and click save as seen below:

• 🌐Clickable Event Links on Event Prints

You may now click on the event's name from within the Event Prints page to access the event in question. This will also allow you to right click on the name and open the event in a new tab or window as well!

Keep an eye out on this space as we will have more September Spotlight posts coming soon! If you would like to get these updates sent to your email, click here to signup for Curate University!

🙋‍♀️ As always, you can send feature requests to us by checking out our Product board!

Happy Curating! 💐

🎉 It’s Update Time, Curators! 🎉
Ready to see what’s new in Curate? Let’s dive in! 🚀

Thanks to your feedback, we’ve rolled out some powerful updates:

• 🧾 ACH Payments – Internal transaction history now displays the current status. This will allow you to see if/when an ACH payment is flagged as pending.

• 🎥 Media Library - We've added new bulk selection & deletion actions for photos within the media library!

• 🛠️ Components - We've added an undo deletion button when you go to remove a component. This will allow you to quickly recover the component if the trash can icon was clicked by accident.

• 📅 Google Calendar Sync - We've added the ability to automatically sync projects to your Google Calendar! This is based on how you have your stage settings setup. Here's a video of how this works.

• 📅 Curate Calendar – Clicking a project name now takes you directly to its portal page.

• 📋 Purchase Orders – Purchase Quantity and “Units per Purchase Unit” now appear in the share/preview email template.

• 🔤 Payment Templates – Choose your payment template right from the event creation process.

• 📧 Receipts – Customer email now auto-loads when sending a receipt from the Transaction history of an event!

• 💳 Payments Report – Using Stripe or New Curate Payments? The payment ID now displays in your Payments Completed report!

🙋‍♀️ Have questions? We’re here for you!
Click the chat bubble in the system and select Messages to start a conversation.

Happy Curating! 💐

🎉 It’s update time, Curators! 🎉
Ready to see what’s new in Curate? Let’s go! 🚀✨

Thanks to your feedback, we’ve rolled out several exciting updates:

• 🧾 Share Portal Enhancements
  You can now choose to display a proposal without pricing! Click the Share button to access the new options.

• 🎥 Event Creation Updates
  We’ve made changes to the event creation process — here's a video with more details!

• 🛠️ Bulk Actions in the Catalog.
  You can now make bulk edits to Products and Components in your catalog!
  Available actions include:

Bulk deletion

Price changes

Adding/updating tags

Assigning categories

• 🖼️ Drag and Drop Images
  Anywhere you see the following upload option within the Portal tab of an event, you can now drag and drop images directly from your device!

• 📋 Customizable Events Page Columns

You can now choose which columns to view on your Events page — personalize it to your workflow!

• 📅 Curate Calendar Enhancements
  You can now customize event colors by stage!
  To do this you may enable a new automation that updates the calendar color automatically when an event moves to a new stage.

• 🔤 New Font Alert
  You asked, we listened! We've added EB Garamond as a new font option, available in the Styles menu throughout the system.

🙋‍♀️ Have questions? We’re here for you!
Click the chat bubble in the system and select Messages to start a conversation.

Happy Curating! 💐

🎉 It’s update time, Curators! 🎉
Ready to see what’s new in Curate? Let’s go! 🚀✨

Thanks to your feedback, we’ve released several exciting updates:

• 🧾 New Recipe View in Orders
  You’ll now see an improved Recipe View within the Orders section of your Projects. Here's a quick video walkthrough to show you what’s new!

• 💰 Tax Profiles
  You can now create tax profiles to automatically apply the correct tax rates to your products. Set a default rate and customize it for specific product categories as needed. Check out the video guide!

• 🖨️ Event Prints Enhancement
  We’ve improved how line breaks are handled in Event Prints to help prevent recipes and other important details from being split across pages.
• 🖼️ Undo Deleted Product Images
  Accidentally deleted a photo from a product line item? No worries — there’s now an Undo button to bring it back within a short time window.

• 📝 Countersign Contracts
  You can now countersign contracts after your client has signed — making the signing process smoother.
• ⚙️ Automation & Notifications for Event Stages & Sending Emails
  We’ve added new automations tied to Event Stages, plus a new trigger to send email notifications when changes occur.

As always, if you have any questions please feel free to reach out to us in the system by using the chat bubble and select Messages to start a conversation!

Happy Curating!!!

Greetings Curators!

Over the past few weeks, the entire Curate team split into groups with one shared mission: to review, develop, and release your most-requested features! 🎉

This update includes 29 enhancements—all inspired by user feedback! 😯 Check out this article for the full list of updates.

Coming soon: A poll where you can vote on your favorite new feature! The team behind the winning feature will earn some well-deserved bragging rights. 🏆

Each one of these updates came directly from Curate users like you. Want to submit a feature request? Here’s how you can do that.

And as always, if you have any questions, just click the chat bubble in the system and select Messages to start a conversation with us.

Happy Curating! 💐

We're excited to invite you to our next webinar session this Wednesday! Join us to explore Curate's latest features and updates, where we’ll dive into what’s new and how it can benefit you. We host these sessions every month on the second Wednesday—so mark your calendars!

✅ Sign up here to secure your spot for future events.

❓ Can’t make it this time? No worries! Sign up, and we’ll send you a recording the next day.

Looking forward to seeing you there!

- The Curate Team