🎩 rest-guest

Guest Preference Profiles

Guest Preference Profiles builds a rich file per VIP or regular guest — tier, preferred tables and seating, dietary notes and allergens, favourite dishes and drinks, preferred waiter, and recurring occasions — so the floor team can personalise service every visit without anyone having to be briefed verbally each time.

📍 Menu path: Guest Journey → Guest Preference Profiles

👤 Who uses it: All roles with the Billing feature enabled

Overview

A guest's tier — Regular, VIP or VVIP — is set manually here (a management judgement call), unlike Guest Book's tier which is auto-computed purely from visit count.

Profile fields include preferred table(s) (free-form list, add/remove via a quick prompt), seating preference, dietary notes (free text), allergens (multi-select from 8 common ones), favourite dishes (free-form tags), favourite drink, spice preference, usual spend range, preferred waiter, and languages spoken.

Occasions (birthday, anniversary or any custom type with a date and note) automatically surface in a "Upcoming occasions" alert strip at the top of the page whenever any guest's occasion falls within the next 7 days, and again as a badge on that guest's own card within 14 days.

A one-page "Guest Dossier" can be printed for any profile — a confidential briefing sheet with contact info, preferences, allergens, favourite dishes, occasions and private notes for the floor captain.

Search works by name or phone; a tier filter narrows the list, and cards are always sorted VVIP first, then VIP, then Regular.

This page shares its underlying guest record with Guest Book — both /restaurant/guests (Guest Book) and /restaurant/guest-profiles (this page) read and write the same RestaurantGuest table, just through different fields and a different tier model, so the same person could technically appear (and be edited) from either screen.

Before You Start

You must have the Billing feature enabled on your plan.

Step-by-Step Guide

1 Create a preference profile for a VIP guest

Open Guest Preference Profiles and click "New Profile".
Pick a Guest Tier (Regular/VIP/VVIP), enter Full Name (required) and Phone (required).
Set Seating Preference, add any Preferred Table(s), Dietary Notes and Allergens.
Add Favourite Dishes, Favourite Drink, Spice Preference, Usual Spend Range, Preferred Waiter and Languages.
Add any Occasions (e.g. Birthday with a date) and Private Notes for the floor team, then save.

2 Prepare for a VIP's upcoming visit

Check the "Upcoming occasions" alert strip at the top of the page each shift for anyone with a birthday/anniversary in the next 7 days.
Open that guest's profile and print their Guest Dossier for the floor captain or manager to review before the guest arrives.

3 Find a guest quickly

Use the search box to look up a guest by name or phone.
Use the tier filter chips (All / Regular / VIP / VVIP) to narrow further if needed.

Every Field & Button, Explained

Field / Button	What it does
`Tier`	Regular, VIP or VVIP — set manually per guest, independent of their actual visit count (unlike Guest Book's automatic tier).
`Preferred Table(s)`	A free-form list of table numbers added one at a time via a prompt; shown as removable chips on the card.
`Allergens`	Multi-select from 8 common allergens (Gluten, Dairy, Egg, Nuts, Shellfish, Fish, Soy, Sesame); any selected allergen is called out prominently on the profile card.
`Occasions`	One or more entries, each with a Type (e.g. Birthday, Anniversary, Business Dinner), a Date, and an optional Note — drives the upcoming-occasions alert strip.
`Private Notes for Floor Team`	Free-text notes only visible within this profile — used for things like "excellent tipper" or "manager must greet personally".

Tips & Best Practices

Fill in Preferred Waiter and Seating Preference even for lower-tier Regular guests you want to build loyalty with — the value of this page comes from consistent personalisation, not just VIP treatment.
Print the Guest Dossier ahead of any flagged occasion or notable booking rather than relying on staff to remember details from memory.
Because this page shares its underlying record with Guest Book, keep basic contact details (name, phone) consistent between the two if you use both, to avoid confusing duplicate-looking entries.

Troubleshooting & FAQ

A guest I edited here doesn't show the same tier on Guest Book.

This is expected — the two screens store tier differently: Guest Profiles uses a manually-set REGULAR/VIP/VVIP field on the shared guest record, while Guest Book computes its own NEW/REGULAR/VIP/PLATINUM label purely from the visit count, ignoring this page's tier field entirely.

The upcoming-occasions alert doesn't show a guest whose birthday is genuinely coming up.

It only checks occasions dated within the next 7 days (or 14 days for the card-level badge) — an occasion further out than that window will not surface until closer to the date.

I added a favourite dish or preferred table by mistake and want to undo it.

Click the chip itself (dish tag or "T{number} ×" table chip) in the edit form to remove it immediately — there is no separate delete confirmation for these list items.