What the CRM module provides
Every booking links to a guest profile. Hosts see allergy, birthday, or prior complaint notes without asking on the phone.
Search works by last four digits or name. If the same phone uses a new email, the system suggests a merge.
Notes and tags
Internal notes are panel-only. Persistent notes like nut allergy or window preference improve service.
Tags power filters: VIP, corporate, no-show risk. Tag-based auto-approval rules are supported.
Visit history and spend
History lists date, party size, channel, and no-show status. With POS connected, average spend appears too.
Track repeat rate under Reports → Guest Loyalty. Win-back campaigns need separate marketing opt-in.
Restrictions and approval rules
Enable auto-restrict on profiles with no-show history. Peak slots hide on the booking form.
Require manual approval for risky non-VIP profiles. Tags show on the approval queue.
Privacy and deletion
For erasure requests, follow Operations → Guests → Privacy Request. Deletion is irreversible; stats anonymize.
Marketing consent is separate, erasure scope may not remove operational message logs; evaluate per request.