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.
![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_11kzmte.png)
Step 2: From the settings screen tap on Restaurant
![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1f9u8pa.png)
Step 3: On the left hand navbar tap on Guestbook
![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1g5mn56.png)
Step 4: Tap on Add
![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_18u1uhm.png)
Step 5: Enter the required information.
Basic Information:
![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_632zjq.png)
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
![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1ux3siw.png)
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
![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1y6l333.png)
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
![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_yphz5g.png)
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.
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Updated on: 02/15/2025
Thank you!