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Customers — who's eating with you

Most kitchens know their best customer’s face but not their birthday, or what they always order.

The rule

Don’t think of it as data entry. One Tuesday it tells you the table by the window always orders the carbonara; one Saturday it lets you issue a proper tax invoice to the business that booked for ten.

Where profiles come from

A walk-in who never gives a name stays anonymous, and that’s fine. The moment someone signs up, leaves a phone for a booking, gives an email, or asks for a tax invoice, a profile appears — and everything afterwards accumulates against it.

A tag next to each name shows where the guest came from: AI chat, Contact form, Event request, Walk-in, Own account or Added by staff. Guests with their own account change their own name and email. You can still set their tier, add notes and tags. See Add guests from your forms.

What a profile holds

Name, email, phone, loyalty tier and points, visits, total spend, last visit, dietary flags, free-text notes — “birthday May 14, likes a glass of Brunello on the house” — and tags your floor team adds for regulars, VIPs and industry friends.

The list

Customers shows everyone with contact, tier, points, visits and spend. The search box filters by name, email or phone — useful when someone rings to book and you want to find them before the call ends.

+ Add Customer captures details for someone who hasn’t ordered yet: a phone booking, a contact from a private event, a regular whose name you finally asked.

The detail page

The sidebar carries the headline — tier badge, contact, member since — and four cards: Points, Visits, Total Spend, Last Visit. Then tabs:

  • Overview — first, On your website: the dishes this guest liked on your menu, and the chats and forms they sent you. Next to it, What all guests look at: the top categories and dishes on your menu in the last 30 days. That card is about all your guests, not this one. When the guest has orders, you also see their spend, the days and times they come, and how they order.
  • Transactions — every order, newest first.
  • Reservations — bookings linked to them.
  • Chats and Requests — what they sent you from your website: AI chats, contact messages and event requests. Press Reply to answer by email. See Reply to a guest by email.

The Reminders box on the card holds what to do for this guest, and when. See Reminders for a customer.

  • Billing — saved company tax IDs and addresses, and the tax invoices issued against past orders.

Ask it from your phone

The Telegram assistant can look a guest up — “is Marco a regular”, “who are our VIPs”. It gives visits, spend, loyalty and your team’s notes.

It never gives a phone number or an email. That is on purpose: the assistant often answers in a staff group chat. To contact someone, open them here.

It also will not read out a guest’s allergies unless that guest chose to share them with you. If they haven’t, it says so — it never says they have none. Switch Your guests on under What it may do.