Guest management settings overview
Where you can set up stamp cards, birthday emails, and invoice delivery for your guests.
You can configure all guest management rules in one place: Open Guests in the Web desk and click on the gear icon in the upper right corner. The Guest Management Settings dialog has three sections. Next to each heading is an information icon with a brief explanation.
Prerequisite: Guest management is part of the Max plan ( change plan ) and must be activated ( set up guest management ). Only those with the Manage Guests right can make changes; all others can only view the settings.
Open settings
In Guests, click on the gear icon in the upper right corner. The dialog box will open with the Stamp Cards section.
The three sections
Stamp cards – digital stamp cards such as “10 coffees, 1 free”, see Setting up stamp cards.
Birthday Email – automatic congratulatory email, see Setting up birthday emails.
Further information – the requirement for sending invoices by email, see Guest Access, VIP and Invoice Delivery.
Loyalty points are no longer used; you reward regular customers with stamp cards. You can automatically top up the credit balance at the checkout without any additional settings ( credit (prepaid) for guests ).
Save
Changes only take effect after saving. If an entry is incorrect, the dialog will highlight the fields. If you close it with unsaved changes, it will ask if you want to discard them. If you lack the necessary permissions or guest management is disabled, you will only be able to view the settings.