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Gäste & CRM

Guest profiles

A unified profile per guest across reservations, vouchers, and online orders.

The guest CRM stores one profile per guest, deduplicated by email and phone. Every time a reservation, voucher, or order references that guest, the profile's history grows automatically. Hosts see this history inline when assigning tables, so a regular VIP is never treated as a stranger.

Profile schema

NameTypeRequiredDefaultDescription
namestringRequiredDisplay name. First plus last is recommended for matching.
emailstringUsed for confirmations and as a deduplication key.
phoneE.164 stringUsed for SMS notifications and as a secondary deduplication key.
language'de' | 'en'deLanguage for confirmations, reminders and the booking page.
allergensstring[]Standardized list (gluten, lactose, nuts, shellfish, etc.) plus free-form entries.
dietarystring[]Vegan, vegetarian, halal, kosher, pescatarian, or custom.
notesstringFree-form notes visible to staff. Not surfaced to the guest.
tagsstring[]VIP, regular, blocked, press, birthday-month, etc.
visitsVisit[]Auto-populated history of past reservations with date, party, table and server.
marketingConsentbooleanfalseWhether the guest has opted in to marketing communications.
customFieldsRecord<string, string>Workspace-defined fields, e.g. wine club membership tier.

Visit history

Each profile shows a chronological list of past reservations: date, party size, table, server, total spend if linked from POS, and any incident notes. The list is capped at 100 visible entries in the UI; older history is reachable via search and is always included in GDPR exports.

Privacy by default
Guest contact details are not exposed to the Server role unless a manager explicitly grants the permission. The Kitchen role never sees contact details.