The guest book

Open the book

Press Guests in the rail. The book belongs to your account: every restaurant on it shares the same guests, and nobody else’s guests are in it. A guest is added the first time they book, or when you press Add a guest and give a name, an email and a phone number.

Find a guest

Type in the box Search by name, email or phone. A whole email address or phone number finds the guest wherever they are in the book. A name is looked for among your most recent guests, so in a very large book an older name may not appear: search their email or phone to be sure.

The chips under the search keep only the guests with one tag, and All shows everyone again. Has an allergy keeps only the guests with an allergy on their record. Beside it, the screen says how many guests the book holds.

What the list shows

The columns are Guest, Contact, Visits (with any no-shows under it), Last visit and Tags. The latest visit comes first: a guest who has not dined yet reads Never and is at the end, or a search away. Tap Guest, Visits or Last visit to sort by it, and Show more at the foot to load more.

A small shield beside a name means Contact not confirmed: someone on your team typed it, and the guest has not yet confirmed it is theirs. Tap a guest to open their record: what it holds is explained in a guest’s record.

Regulars and tags

Three tags are set by the system, never by hand: First visit for a guest with a booking coming who has not dined yet, Regular from three visits, and At risk from two strikes for no-shows. A visit is a time they were seated, not a booking.

Your account starts with a VIP tag of its own, and you make more in Settings › Guests & lists. A tag can be marked Show on the service screen, and Priority for table alerts for guests waiting on a time that is full. Tags are put on a guest from their record.

Take the list away

On a tablet in Office mode, Export the whole book downloads a spreadsheet file with each guest’s name, email, phone, visits, no-shows and tags. Its last column, Agreed to news, holds the day the guest ticked the box to hear your news, and is empty for anyone who never did or has since taken it back.

The file holds every guest in the book, the most recently seen first. Its columns are the ones Settings › Import reads, so it can go back in. A search has its own download button, for the guests it found.

On Free and Starter

The guest book is part of Pro and Enterprise. On Free and Starter, Guests shows what the book would give you and, on a tablet in Office mode, a card to answer a guest who asks about their data: see Export or erase a guest’s data. Allergies given with a booking still reach the service screen on every plan.