🧑💼 CRM – Customer Profiles
:::note Available only on Max plan The CRM module is available exclusively on the Max plan. :::
CRM (Customer Relationship Management) is a tool for managing customer relationships. It lets you track visit history, add notes, and mark VIP guests.
What does CRM offer?
Every guest who has registered or made a reservation has a customer profile. CRM enriches that profile with:
- Number of visits and date of last visit
- VIP designation
- Tags — categorization of guests
- Internal notes about preferences
Customer profiles
Where do I find them?
In the left menu, click Reservations → Guests.
What do I see on a guest's profile?
| Field | Description |
|---|---|
| Name and email | Basic contact details |
| Phone | Phone number (if provided) |
| Visit count | Auto-updated after each completed reservation |
| Last visit | Date and time of the last completed reservation |
| Marketing consent | Whether guest agreed to receive offers |
| Booking history | List of all reservations for this guest |
VIP guests
Mark a guest as VIP if they deserve special attention:
- Regular loyal guest
- High-value customer
- Celebrity or business partner
How to mark a guest as VIP?
- Open the guest profile.
- Check VIP Guest.
- Save.
VIP guests are marked in the guest list and on their reservations. Staff immediately know who to give extra attention to.
Tags (CRM labels)
Tags help you segment customers into groups:
| Tag | When to use |
|---|---|
| Allergy | Guest has food allergies |
| Prefers window | Guest prefers window seating |
| Corporate client | Guest comes on behalf of a company |
| Regular | Guest returns frequently |
How to add a tag?
- Open the guest profile.
- In the CRM Tags field, select one or more tags.
- Save.
Internal notes
In the CRM Notes field, write anything staff should know about this guest:
- "Prefers window table, nut allergy"
- "Celebrates anniversary every November"
- "Always comes with 4 people from company XY"
Notes are visible only to staff in the admin — guests never see them.
How to enable the CRM module?
- Go to Reservations → Appointments Settings → Dashboard & Modules.
- Check Enable CRM module.
- Save.