Guest database

Create guest profiles, find duplicates and view order history without mixing up customers.

Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.

Before you begin

• Sign in to the appropriate workspace and check the establishment name at the top of the page.
• Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
• If an option is missing, check your plan and your role's permissions.

Setup steps

1. Open CRM → Guest database. Find the guest by name or phone number.
2. Check for duplicates before creating a profile. Phone numbers are stored in a consistent format.
3. Complete the profile. Add only the necessary contact details and consent records.
4. Review the history. Orders and loyalty points must belong to the selected guest.

Check the result

Searching by the same phone number returns one profile, and users from another establishment cannot access the data.

Troubleshooting

• Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
• Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
• Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.