Guests are the core of your restaurant. So of course, you want to understand them and get to know them in the best way you possibly can. This is where Guest Profiles come in very handy.
In every Guest Profile, you have an overview of:
...Their personal data (such as phone number, email address, avatar, etc.)
💡 in some cases, you might view address details and in some cases, you won't. Address details are only filled in when a guest has ordered takeaway with you....Their total number of visits and takeaway orders
...Timeline of all reservations and takeaway orders
...When they last visited your restaurant
...If you own multiple restaurants, which other restaurants they've also visited
...Whether they're subscribed to your newsletter
And you can additionally add the following:
Guest Notes that will always show up in the reservation
Tags that will always show up in the reservation
Birthday
💡 You can find all Guest Profiles under Insights > Guests. In practice, you will of course often view a guest's profile from the reservation in the Overview. From there you can also easily open and adjust the individual guest profiles.
📌 Read this article to learn more about using Guest Profiles during service.
Add a guest note to a Guest Profile
Guest notes are recurring notes that will always show up on every reservation of that guest. These can be useful to indicate allergies, a preference for a specific table, their favorite wine, and so on. Basically everything you would like to know to give a guest the best possible experience. To add a Guest Note to a Guest Profile:
Go to Insights > Guests
Click on the name of a guest or lookup a guest via the search bar, and the Guest Profile will open
Under Note, add a guest note
Create Tags and add a Tag to a Guest Profile
Tags give you the ability to qualify your guests according to specific values. This way you can, for example, quickly identify your VIPS and foodies. Or view in the blink of an eye whether a guest is allergic to fish.
To create a Tag:
Go to Insights > Guests
In the left sidebar, click on Edit tags
Click on Create new tag
Under Name, set a Tag Name
Pick a color to easily recognize your Tag
Click Save
To add a Tag to a Guest Profile:
Go to Insights > Guests
Open a Guest Profile to which you want to add a Tag
Under Tags, click on the '+'
Click one of your Tags
To delete a Tag from a Guest Profile simply click on the 'x' of a Tag to remove it.
To delete a Tag entirely
Go to Insights > Guests
In the left sidebar, click on Edit tags
Click on the 3 dots of the tag that you want to delete
Click on Delete permanently
Add a birthday to a Guest Profile
Go to Insights > Guests
Under Profile, click Add birthday or click the pencil icon
Add the date of birth manually or use the calendar to set a birthday
Click Save
View reservation history
Go to Insights > Guests
Open a Guest Profile
Under Timeline, you can view all previous and upcoming reservations, takeaway and gift voucher orders, and reviews.
💌 If a guest no longer wishes to receive your newsletter you can also manually switch off their newsletter subscription in their Guest Profile.
What's Next?