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.

In today's fast-paced business environment, enhancing your operational efficiency and elevating customer experiences are paramount. That's why we've developed an innovative guestbook feature, designed to streamline interactions at the point of sale. Enhance your operational efficiency and elevate customer experiences with our innovative guestbook feature, designed to streamline interactions at the point of sale.






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.

Conclusion:

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: 10/06/2024