Skip to content
Back to BiteTheMenu Site

Add guests from your forms

Guests write to you from your website in three ways. They use the AI chat, the contact form, or the event form. You can add each of them to Customers with one button.

The rule

Nobody joins your customer list by themselves. You read the message, then you press Add to customers.

How it works

  1. A guest sends you a message. It goes to Guest requests (AI chat), Messages (contact form) or Event Bookings (event form).
  2. Open the message or the booking. Press Add to customers.
  3. The guest is now in Customers. If you already have them with the same email, the message goes to the card you have. You do not get a second card.
  4. Open their card. The Requests tab shows their contact messages and event requests. The Chats tab shows their AI chats.

Where they came from

Each customer has a small tag next to their name: AI chat, Contact form, Event request, Walk-in, Own account or Added by staff. Use the list next to the search box to show only one kind. For example, pick Contact form to see everyone your contact page brought you.

Good to know

  • Only an owner or a manager can press Add to customers. Pressing it twice is safe.
  • The tag shows how the guest came the FIRST time. It does not change later.
  • Some older customers have no tag. We do not know where they came from, so we do not guess.
  • Adding a guest signs them up for your news only if they ticked Yes, send me news on the form. See Lists and news emails.
  • The guest typed their email themselves. Nobody has checked it until they sign in.