The customer database includes automatic customer profiles that are easily accessible
This provides both a better overview and gives you the opportunity to provide even better service to your guests.
We’ve made sure that all your previous guests are already in the system by going through every booking that has ever come through resOS! This means that you’ll have a bunch of valuable data readily available.
What the customer database does is that every time a new booking is created, the system will automatically match the information of the guest in question (either email or phone number) to a customer profile (and associated previous bookings). If it’s a first-time guest at your restaurant, the data will be used to create a customer profile for them.
Also, if you add the booking manually, the system will suggest previous guests to you as you type, so you can book in your guests faster and more efficiently.
Customer list and an easy overview
Through the menu point ‘customers’, you are able to access your entire customer list, which is a complete overview of everyone who has previously booked a table with you.
Above you see how a customer list could look like for a restaurant. Here, you see a complete overview of everyone who has ever booked a table at your restaurant along with their phone number and the last activity date. This way, you can easily get a quick overview of all your customers, and a more in-depth overview of your customers by clicking on the individual customer profile.
So, from the customer list, you can click on a specific guest to get an overview of their previous bookings. You can also give the customer different tags (of your own making), so you can keep track of your regulars, VIPs, or something completely different, to provide the best possible service. Here, you can also write a comment if one of your guests prefers a certain table, always starts with a cup of coffee, or always has a particular dish - this way, the system helps you remember all the little things that make all the difference to your guests.
You can also flag bad guests here (along with a note, if you want) to keep track of the guests who might not be as pleasant and who you need to keep an eye out for. In other words, the customer profiles will (hopefully) provide you with exactly the information about your guests that you want and need.
User rights to customer profiles
As the owner/admin of a restaurant (and its booking system), you of course need to be able to access all the information. But, you also need to decide who else should be able to have the full overview and full access to information.
Therefore, the customer database requires new user rights to access the data, so that only the owner/admin will be able to access it by default. However, we also know that it will not always be the owner who is on the phone with guests taking bookings, which is why every user will be able to add and remove a customer from a single booking - but for the full overview and customer details, the user will need the appropriate user rights.