Customer Tags & Notes
Remember every guest — the good ones and the risky ones.
Every guest in Reservation.Tools has a private note field and trust flags your team can use to remember what matters. Is this the birthday couple who tipped heavily last time? The party that walked out without paying? The food-allergy guest who needs the gluten-free menu? Write it once — anyone taking the next booking sees it instantly.
Flag guests as bad to warn staff before they confirm the booking, or keep them as trusted to skip deposit rules and speed up seating. Notes travel with the customer across every venue in your account, so a regular at one location is recognised at the next.
This is the small detail that turns a transactional booking system into a real guest relationship tool.
Key benefits
Context at the table, not in someone's head
Allergies, seating preferences, anniversaries, bad experiences — written once, visible to everyone on shift.
Fewer problem bookings slip through
Flag a guest as bad once and the warning shows up on every future reservation they try to make.
Reward your regulars automatically
Mark trusted guests to bypass deposits, prepayments, and approval queues — they book, they're in.
Notes follow the guest across venues
Multi-location chains share one customer database, so the note you added in venue A appears in venue B.
How it works
- 01
Open any guest profile
Find the guest from the CRM or click through from their reservation.
- 02
Write a short note
Up to 500 characters — allergies, table preference, last visit, anything the next host should know.
- 03
Tick the flags that apply
Bad payer, trusted regular — each flag drives a different behaviour in the booking flow.
- 04
Everyone sees it on the next booking
The next time the guest calls or books online, their note and flags are attached to the reservation.
Stop losing context on your regulars
Start tagging guests and sharing what your staff need to know.
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