Guest card at the checkout
Everything about a regular customer at a glance: stamps, credit balance, outstanding invoices and newsletter.
The guest sheet shows you at the checkout what you need to know about a guest and summarizes the actions related to them: topping up credit, settling outstanding bills, inviting them to the newsletter.
Prerequisite: Max plan and guest management enabled in Web desk: Guest Management Settings. Settlement requires the permission Can bill orders, Pay out credit requires the permission Can cancel; without this permission, the entry is missing.
Open guest sheet
On the Payment screen, tap the ⓘ next to the assigned guest, or at the table, tap the guest's name in the party list. The sheet will have the guest's name as the title, for example, Josef Huber; at the top, you'll find their VIP status, customer number, phone number, email address, birthday, loyalty discount, and number of visits.
What you see
Customer number, contact details, birthday and note. If it's the guest's birthday today, it will be at the top.
Loyalty discount and Visits.
Allergies with the date of consent.
Stamp cards with status and, when one is full, reward available with the date until which it can be redeemed.
On account: how often and how much is outstanding on account , for example 2 × on account with the total amount.
What you can do
Top up balance: The guest deposits money which they later redeem when settling their bill. The same sales page opens as with gift vouchers: Sell and redeem gift vouchers.
Payout of balance: Pays out remaining balance in cash as a courtesy of the company: Check voucher and pay out remaining value.
Settle: opens the settlement process for all outstanding on account from the guest. All invoices are selected; deselect individual ones: Settle outstanding invoices.
Invite to newsletter: The guest receives an email and confirms their subscription. Only send invitations if they have agreed. No second invitation will be sent within 30 days.
Pen: Edit guest, for example, note or VIP.
Credit balances, payments, and newsletter subscriptions require an internet connection. Without a connection, the newspaper displays Currently unavailable — no connection.