Point of Sale - Restaurant Guestbook

Introduction:

Welcome to our comprehensive guide on seamlessly adding a new guest through your point of sale (POS) system. This step-by-step article will walk you through the process, ensuring you can efficiently integrate new guests into your system.





Step 1: From your new order screen, tap the drop-down arrow ( a) or slide the setting bar down ( b). Once you've done that, proceed to the next step.



Step 2: From the settings screen tap on Restaurant



Step 3: On the left hand navbar tap on Guestbook



Step 4: Tap on Add



Step 5: Enter the required information.

Basic Information:


First and Last Name: Enter the customer’s name for personalized service and record-keeping.
Phone Number and Email Address: Collect accurate contact details to facilitate communication and engagement.

Address Details

Street Address and Address Line 2: Precise entry of address details ensures efficient service and delivery.
City, State, Country, and Zip Code: Complete geographic information for accurate localization.

Additional Information



Date of Birth: Allows for personalized offerings and birthday promotions.
Customer Since: Track how long the customer has been with you to understand loyalty and trends.
Anniversary: Option to add significant customer milestones or anniversaries.

Vehicle Information



Vehicle Type and Color: Identify the customer’s vehicle type (car, SUV, motorbike, van, etc.) and color for tailored services.
Vehicle Brand and License Plate: Enter specifics for vehicle identification and preferred service offerings.

Notes



Special Instructions or Preferences: Include any additional information or preferences to enhance the customer experience.


You've successfully added a new guest to your system using the Point-of-Sale guestbook feature. This streamlined process ensures a smoother customer experience and improves operational efficiency.

Back to Top

Updated on: 02/15/2025