Accessing the Guest Card

In Booking Diary View

Click on the name of the guest, this will automatically open up the guest card.

In Table View Diary 

Click on the booking and select View Guest Card from the options menu.

In Floor Plan 

Click on the booking then click on the green badge to the right of the guest's name.

Standard Guest Data

The Guest Card has been enhanced to include guest history for both table reservations and online ordering. The standard data displayed includes:

• Guest Name & Surname
• Telephone number
• email address
• Guest since date
• Last Booking date
• Opt-in Status for email marketing
• Opt-in status for SMS campaigns

Several tabs are also available to manage each guest card, which includes:

Summary Tab

The Summary tab shows:

• The total number of reservations made by the guest (this includes web & telephone bookings + walk-ins).
• The total number of Collection orders
• The total number of Deliveries orders
• The total number of Order @ the table orders

Online orders & Reservations are also summarised on a time line with totals per month.

Bookings Tab

The Bookings tab shows key information including:

• How many times the guest has visited in the last month, last 3 months, last 6 months and last 12 months.
• The total number of visits, broken down by total visits, walk-ins instances, no shows and cancellations.
• Details of each visit (date, time, number of guests, booking ref#, session * location (for multi-site operators) is also available and broken down for: Past Bookings, Future Bookings, Cancelled Bookings & No Shows

Online Orders Tab

The Online Orders tab shows key information including:

• How many times the guest has placed an online order (delivery or collection) in the last month, last 3 months, last 6 months and last 12 months.
• The total number of online orders, broken down by total collections, deliveries, dine-in and cancelled / rejected orders.
• Details of each online order (date, time, order ref#, Order Type, location (for multi-site operators) is also available and broken down for: Past Orders, Future Orders, Cancelled  / Rejected Orders.

Guest Notes Tab

The Guest Notes tab allows you to add an unlimited number of notes that allows you to provide an enhanced / superior service to your guest. Anything from their preferred tables, favourite cocktail or menu preferences can be added to the guest card. This is then used as a reference point during pre-shift meetings / tables pre-allocations, etc, to brief the floor team.

Other Info Tab

The Other Info tab includes further information that can be used for marketing purpose, mostly when segmenting your guest database when creating and sending newsletters.

Internal flags

System allows you to create an unlimited number of flags that can be allocated to each guest.

For example, if you have a new Vegan Menu and want to create a newsletter to announce it, you can send that newsletter to all guests that have a ‘Vegan’ flag attached to their profile. 

Occasions

You can also create a set of occasions which again can be used to segment your guest database when sending newsletters or creating SMS campaigns. This includes specific Holidays, Birthday or Anniversaries.

Editing a Guest Card

You can make changes to a guest card by clicking on the Edit button.

Click on the Additional Flags tab to make edits to that tab.

When you have finished editing the guest card, click on Save.