Guest CRM

Guest Preferences, Tags & Allergies

Your regulars shouldn't have to introduce themselves.

A regular has told your floor three times that they're gluten-free and prefer the window booth. By the fourth visit, they shouldn't have to tell anyone again. But most systems stop at name and phone, and every shift treats every guest like a stranger.

Guest Preferences, Tags & Allergies turns one-time facts into permanent guest memory. Attach tags (VIP, celebrity, blacklisted, regular), allergies (gluten, shellfish, nuts), seating preferences (window, quiet, outdoor), and free-form notes. Every new reservation the guest makes — phone, website, Google, walk-in — surfaces those tags to the hostess before the greeting, and to the kitchen before the first order.

Tags are searchable and countable. Filter for all VIPs with a birthday this month for a campaign. Count how many shellfish-allergic guests you've seated in the last year to decide the menu. The data is not a dead field — it drives service and marketing both.

Key benefits

1

Memory that outlasts the shift

Tag once, remembered forever. Every future booking surfaces the preference automatically.

2

Allergies up front

Kitchen sees allergies before the first order ticket — no last-minute substitutions, no emergencies.

3

Searchable and countable

Filter by tag for marketing lists, count for planning, segment for campaigns.

4

Private notes for the team

Free-form notes per guest — context the floor needs but the guest doesn't see.

5

Auto-applied on channels

Google, website, phone — the moment the guest is recognized, the tags are there.

How it works

  1. 01

    Open guest profile

    From any reservation or from the CRM list.

  2. 02

    Add tags and allergies

    Quick-picks for common ones, free-form for anything else.

  3. 03

    Add seating preference

    Window, quiet, outdoor, bar-adjacent — preset list per venue.

  4. 04

    Save

    Applied to every future reservation of this guest across all channels.

  5. 05

    Use in marketing

    Filter campaigns by tag — VIPs, regulars, birthday this month.

Remember every regular

Tag once, recalled forever — on every channel, for every shift.

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