Guests and CRM

The guest list is under Guests & marketing, then Guests. It is built from your own orders: every order with a phone number becomes a profile, so you can see who comes back without keeping a list by hand.

Find a guest

Search by "Name or phone", then narrow the list with "At least this many visits", a tag, "Agreed to messages" and the last-visit chips. "Clear filters" resets everything. Each row shows visits, spend, points and the last visit; press a row to open the profile.

Keep what the floor needs to know

On a profile, press "Edit details". Add the email, a birthday, "Notes" (staff only), "Allergies", "Preferences" and "Occasions". Allergies and preferences appear under "Before serving" and on the kitchen ticket, so always confirm with the guest. Tick "Agreed to marketing messages" only when the guest has said yes. "History" shows their orders, bookings and messages in one timeline.

Group them with tags

Press "Tags" on the list. Some tags are kept by rules (first-timer, regular, VIP, lapsed, unhappy, birthday this week) and update on their own. Add your own under "New tag", then "Add tag", and put them on guests from the edit form. Campaigns can target a tag.

Points

The profile's menu has "Use points on an order" and "Adjust by hand". A hand adjustment needs a reason.

Export and erase

Under "Their data", "Download everything held about them" exports what you hold. "Erase their personal details" removes name, phone, email and notes, here and on past orders. Orders and points stay so your books do not change. You must type ERASE to confirm, and it cannot be undone.