Guest List

Discover the enhanced functionality of our latest guest list, designed to facilitate your experience by simplifying viewing, adding, and editing client files. You can now merge duplicate guests in your guest list, helping you maintain clean and organized data.

Manage Guest Files

To access the guest list:

1. Access the Main Menu (click on the green square at the top left of your dashboard)
2. Click on Guest List

Add or Edit a Guest File

• You can create a new client file by clicking on the "Add a Guest' button. 
• You can modify an existing guest by selecting the file in the list on the left and clicking on the "Edit" button. 
• Use the filters to narrow your search in needed. You can filters by tags, show only duplicates, and by consent status. 

Guest Profile - Spend Information

The new guest profile include two sections: "Bookings" and "Order History."

• The "Bookings" tab will show any past reservations made by the guest, including the reservation status (e.g., completed), party size, and reservation date.
• The "Order History" tab (available only with a POS connexion) will display the guest's 30 most recent invoices, if available. Each invoice will detail the items ordered, the total spent per food category and division, as well as the overall total, including net sales, taxes, tip, and total sales.

Note: If your restaurant is integrated with a POS, you will be able to view information such as the average amount spent and the total amount spent by your guests. This information will be displayed alongside the number of visits, cancellations, and no-shows.

View and Manage Marketing Consent Status

The marketing consent status and date are indicated in each guest profile. The possible consent statuses are the following:

• Implicit 
• Explicit
• Unsubscribed

Consent linked to restaurant

In multi-restaurant accounts, unsubscribing a client from marketing communications for one restaurant does not unsubscribe them from other restaurants in the account. Consent is managed separately for each restaurant.

Unsubscribing a Customer from Marketing Communications

At a customer’s request, you can manually unsubscribe them from receiving marketing communications via email and/or SMS.

1. Access the customer profile.
2. Under Consent Status, click on "Unsubscribe."

Note: This action is irreversible. However, the customer can re-subscribe when placing an online reservation.

For more information about marketing consent statuses, please view our related articles:

• Understanding Email Marketing Consent
• Understanding SMS Marketing Consent - Laws & Compliance

Merge Duplicates

Over time, it is possible that you have multiple duplicate guest files. To avoid any cluster in your guest list, you can merge duplicate client files together. 

Identifying Duplicate Guests

The system identifies duplicate based on the following criteria:

1. Phone Number: The client's phone number is also used for another customer.
2. Email Address: The client's email address is also used for another customer.

Selecting Duplicate Guest

When you see the duplicate tag next to a guest in the list, you have two options:

1. Select a Single Guest (recommended):
   • Select one guest, and the system will show you the duplicates it has found for that client.
2. Select Multiple Guests:
   • Choose all the guests you want to merge from your list

Start by selecting the clients files you wish to merge together (we recommend using the "Only Show Duplicates" filter to help you find the duplicate files) than click on the Merge Duplicates button at the top right.

Note: When the system finds a duplicate based on the customer(s) you have selected, a blue icon appears at the top right corner of the customer's card.

Step 1. You have the option to select all the files you wish to merge together, once it's done, click "Next". 

Important Note: A guest file will not be available to merge if it has an upcoming reservation. If you select a guest with upcoming reservations, the merge will not be allowed to avoid communication issues for these reservations. An orange icon will appear at the top right corner of the guest card. Once the upcoming reservation has passed, you'll be able to merge this guest.

Step 2. Select the information from each guest that you wish to keep. You can select the name, phone number, email address and language. Then click "Confirm". 

Note: The following information from all guests will be consolidated into the new guest after merging: guest tags, notes, number of visits, cancellations, no-shows, and past reservations. The communication preference and consent status retained will be those from the most recent guest reservation.

4. Confirm and merge.