Customer Dietary Profiles
Customer Dietary Profiles is a per-customer record of dietary needs — Vegetarian, Vegan, Jain, Halal, Gluten-Free, Nut Allergy, Dairy-Free, plus free-text Other Allergies and Notes — searchable by name or phone, so staff can recall a regular guest's requirements instantly on a return visit instead of asking (or missing something) every time.
Overview
Each profile is keyed to a Customer Name and Customer Phone, with seven dietary flag toggles — Vegetarian, Vegan, Jain, Halal, Gluten-Free, Nut Allergy, Dairy-Free — each shown as a short colour-coded badge (VEG, VGN, JAIN, HLL, GF, NUT, DF).
Other Allergies is a free-text field for anything not covered by the seven standard flags (e.g. shellfish, a specific spice), and Notes holds any other guest-specific context (e.g. seating preference tied to a dietary need).
Search finds profiles by customer name or phone, so front-of-house can pull up a returning guest's profile at the door or when taking a phone reservation.
This is distinct from the generic per-order Allergen & Dietary Tags (which label menu items with allergen info) — Dietary Profiles is about remembering a specific customer's needs across visits, not labelling the menu itself.
Before You Start
- You must have the Loyalty feature enabled on your plan.
- Agree on when staff should proactively create a profile (e.g. any guest who mentions an allergy or dietary restriction) so this becomes a reliable record rather than an inconsistent one.
Step-by-Step Guide
1 Create a dietary profile for a guest
- Click to add a new profile and enter the Customer Name and Phone.
- Toggle the relevant dietary flags (Vegetarian, Vegan, Jain, Halal, Gluten-Free, Nut Allergy, Dairy-Free).
- Add anything not covered under Other Allergies, and any additional context under Notes, then save.
2 Look up a returning guest's profile
- Search by the guest's name or phone number.
- Review their dietary flags and notes before taking their order or seating them.
3 Update or remove a profile
- Search for the profile and open it to edit.
- Update flags/notes as needed, or delete the profile if it's no longer relevant.
Every Field & Button, Explained
| Field / Button | What it does |
|---|---|
Dietary flags (7) | Vegetarian, Vegan, Jain, Halal, Gluten-Free, Nut Allergy, Dairy-Free — each a simple on/off toggle with a short colour-coded badge. |
Other Allergies | Free-text field for dietary needs not covered by the seven standard flags. |
Notes | Any additional guest-specific context relevant to their dining experience. |
Tips & Best Practices
- Create a profile the first time a guest mentions any dietary need — the value compounds on their next visit, especially for something safety-relevant like Nut Allergy.
- Use Notes for context that isn't a strict dietary flag but still affects service (e.g. "always confirm no cross-contact with peanut oil").
- Search by phone number when taking reservations by phone — it's usually faster and more reliable than name matching for guests with common names.