Getting started
Read a guest's profile
See a guest's visits, spend, recent orders, tags, marketing, latest review and Wi-Fi data in one profile.
1 min read · Updated
In short: each guest has one profile across your organisation. Open it from Customers › Search.
Open a profile
- Go to Customers › Search.
- Search for the guest and click their row.
What it shows, from the top
- VIP badge, name, and Email, SMS and Data consent badges (a tick means opted in).
- Contact details, Tags and AI insights (a short summary).
- Visits, Spend, Last seen, Last 30 days and Loyalty points.
- Recent orders (paid orders; click one for the items).
- Marketing: the latest message sent and whether it was Sent, Delivered, Opened, Clicked or Bounced.
- Their latest review and Wi-Fi Data used.
Check it worked
The name and contact details at the top match the guest you searched for.
Good to know
- The same profile opens from Know your customer and from an Inbox conversation.
- Loyalty only shows when you open the profile from one venue's screen, such as that venue's Inbox.
- To change tags, VIP or consent, see tag a guest and mark them as VIP or a guest has unsubscribed or opted out.
- Every role can see Customers.
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