Quick Start
Your first hour with Cakulate, for you or your team. In the workspace, press Tour at the top for an on-screen walk through every screen.
- 1
Sign up and name your shop
Create your account, then give your shop its name. It shows on your quotes, invoices and emails.
Where: cakulate.com/sign-up
- 2
Look around with the sample orders
Your shop starts with a few made-up customers and orders, one of each status. Press Tour at the top for a one minute walk through every screen.
Where: Workspace, Tour
- 3
Pick your plan and start the free week
Choose monthly, quarterly or yearly and a plan. Add a card to start 7 free days with 3 AI photo quotes; nothing is charged until the trial ends.
Where: Billing · Full guide
- 4
Set your pay rates and margin
Enter what you pay for baking, decorating and lead artist work (your own pay if you work alone), your margin and your minimum order.
Where: Settings, Pricing and rates · Full guide
- 5
Add your team and your speed
Add the people who make your cakes with their pay and skill level. Then in Costs & Times, Your speed, say if you are faster or slower than standard at piping, sugar flowers and more.
Where: Settings, Team; Costs & Times, Your speed · Full guide
- 6
Set your menu, delivery and deposits
Flavors and fillings that cost extra, how you charge for delivery and setup, and the deposit you ask for to hold a date.
Where: Settings, Menu, Delivery, Deposits · Full guide
- 7
Price your first cake
Paste the customer message or add their inspiration photo. Check what the assistant read, answer its questions, and see the price. Or build it yourself with Quick configure.
Where: Quote · Full guide
- 8
Send the quote and take the deposit
Send the customer a link. They see a clean quote, approve it from their phone and pay the deposit. The order books itself.
Where: Quote, Share with customer · Full guide
- 9
Plan the week
Booked orders land on the calendar. Orders gives you the pickup list, production schedule, bake list and decor punch list for any range.
Where: Calendar; Orders · Full guide
- 10
Invoice and get paid
Create the invoice with tax and the deposit already counted, and mark the balance paid at pickup.
Where: Quote, Invoice and receipt · Full guide
- 11
Teach it your real times
After a few orders, log how long tasks really took. Time check suggests better times, and every future quote gets closer to how you work.
Where: Quote, Log real times; Costs & Times, Time check · Full guide
- 12
Clear the samples when you are ready
Remove every sample order and customer in one click. Your own work is never touched.
Where: Settings, Sample data
Stuck? Every tool is explained in the user guide, recent changes are in the release notes, and a baker on our team answers questions.