Customers

Every guest who books a table with you builds up a history — how often they come, whether they show up, when they last visited. The Customers screen gathers all of that into one directory, with a profile for each guest. It is where you look up a regular before they arrive, check whether a name has a habit of not turning up, or jot down that a couple always asks for the window table.

Before you begin

Find it in the left sidebar under Customers (/dashboard/customers). Available on plans that include customer management. You need permission to view customers to open the directory and the profiles inside it. As the restaurant owner you already have every permission; employees only get the ones you grant them.

Where your customers come from

You do not add customers by hand — there is no “new customer” button, and you never have to build the list yourself. A profile is created automatically the first time someone books, and it fills in from there.

From your booking page

When a guest reserves a table through your public booking page, their name, phone and email become a customer profile straight away.

From a booking you take

When you take a phone or walk-in reservation with New Booking, the guest details you type into the Customer Details section create a profile too. Start typing in Search existing customer first — if they have booked before, pick them and their details fill in, so you reuse the same profile instead of creating a duplicate.

Because the directory builds itself from real bookings, a brand-new restaurant will see an empty screen that reads No customers found until the first reservation comes in.

Finding a customer

The directory shows your guests in a table, most useful details first. Type into the Search customers by name, email or phone box at the top and the list filters as you go — handy when someone is on the line and you want their record in a second.

Each row shows:

• Name
• Phone
• Email
• Bookings — how many reservations they have made in total.
• No-Shows — how many times they booked but never arrived. This turns red when it is above zero, so a repeat no-show stands out at a glance.
• Last Visit — the date of their most recent booking.

Click any row to open that guest’s full profile. When the list runs long it pages in blocks of up to 20 — use Previous and Next at the bottom to move through them.

The Customers directory. Search filters the list as you type; a red No-Shows figure flags guests who have not turned up before.

A customer’s profile

Opening a customer shows everything you know about them on one page. At the top sits their name and, just beneath it, Customer since and the date they first appeared in your directory.

A customer profile. Contact details sit on the left; their booking track record sits on the right.

Contact details

The Customer Info card holds their Name, Phone, Email and any Notes. The phone number and email are live links — click the phone number to start a call, or the email address to write to them, straight from the profile.

Booking statistics

The Booking Statistics card is their track record at a glance:

• Bookings — the total number of reservations they have ever made.
• Completed — visits that finished as normal, shown in green.
• No-Shows — times they booked and never arrived, shown in red.
• Cancelled — bookings that were called off, shown in orange.
• Last Visit — the date of their most recent booking.

Read together these tell you at a glance whether you are looking at a reliable regular or someone who books and cancels often.

Booking history

Below the two cards, Booking History lists every reservation this guest has made, newest first, with the Date, Time, Party Size, Status and when it was Created. Each status carries the same colour and meaning as everywhere else in the app — see Managing bookings for what each one means. Click any row to jump straight to that booking’s own page.

Booking History lists every reservation the guest has made. Click a row to open that booking.

Notes

Use the Notes field for anything worth remembering about a guest — a favourite table, an allergy, a wheelchair need, or that they are a VIP. Notes live only inside your CRM for your team to see; they are never shown to the guest.

Editing a customer’s details

Fix a typo, add an email you collected over the phone, or update a note whenever you like.

1. Open the customer’s profile by clicking their row in the directory.
2. Click Edit at the top-right of the profile.
3. Change any of Name, Phone, Email or Notes. Name and Phone are required — Save stays greyed out until both are filled in.
4. Click Save to keep your changes, or Cancel to discard them.

Editing a customer. Name and Phone are required, so Save only lights up once both are present.

Note

There is no delete option on the Customers screen. A guest’s profile and their booking history stay in your directory so you always keep the record. To correct their details, use Edit on the profile.

Rewarding your regulars

The Completed count you see on each profile is exactly what your loyalty programs watch. Set up a program to reward guests automatically once they reach a number of completed bookings — the profiles here are where those visits are tallied. Loyalty programs are managed on their own screen.

Related

Customers & LoyaltyReward your regulars with loyalty programs built on their completed bookings.

Managing bookingsTake reservations and understand every booking status you see in a customer's history.

Your booking pageThe public page where guests book — and where new customer profiles are born.