CRM in Restaurant Portal

The customer profile management system is designed to streamline operations by enabling operation managers to create, modify, and manage customer profiles effectively. This feature also allows assigning authorized users to specific customer profiles to ensure better control and personalized customer service.

The customer page displays a grid with the following details:

• Customer Number
• Customer Name
• Contact/Mobile
• Email
• Loyalty Points

• Search Bar: Quickly locate customers by name, email, or customer number.
• "Show Inactive" Toggle: View inactive customers when enabled.

Creating a New Customer Profile

Click on “Add Customer” to create a new customer profile. The form includes:

• Customer Number (auto-generated option available)
• First Name and Last Name
• Company Name
• Email
• Contact Information (Mobile, Phone, Country Code)
• Address Details
• Driver’s License
• Date of Birth
• Comments
• Store Credit and Transaction Limits
• Customer Tags (e.g., VIP)
• Customer Groups (frequency-based or static)
• Activate Customer Toggle
• Make VIP Toggle
• Go Green (no printed receipts) Toggle
• Enable Loyalty Program Toggle
• Receive Marketing SMS Toggle
• Add Authorized Customer: Add and manage authorized users linked to the customer profile.

Modifying an Existing Customer Profile

• View or Update Basic Details
  • Modify all fields captured during customer creation.
• Access Additional Information:
  • Info: Shows total transactions, average spend, last visit, loyalty points, and touchpoints details of the customer. User can also update the customer details from here.
  • Purchase History: Filter transactions by date range or quick options (e.g., today, last month) to view the purchase history. Click on the Transaction No to view the Purchase Receipt to print or delivery receipt.
  • Suites: Able to see the suites assigned under a particular customer. View ongoing, upcoming, or closed suites assigned to the customer. Grid Details: Suite Name, Event Name, Start and End Dates, and options to delete.
  • Wallet: Manage stored payment methods for suites and preorders. Add, update, or delete card details.Click on "Add Card" to add new card.
    
    Click on the pen icon to update the existing card.
    
  • Authorized Customers: Add and manage authorized users linked to the customer profile.

Authorized Customer Management

The Authorized User feature is essential for customers needing multiple individuals to access and manage functionalities like invoicing or preorders.

The grid lists all authorized users with the following columns:

• First Name and Last Name
• Email
• Phone Number (with country code)
• Allow Invoicing (Checkbox)
• Allow Preorders (Checkbox)
• Delete Icon: Unassign users from the profile.

Click “Add New Customer User” and fill in:

• First Name and Last Name
• Email
• Phone Number with Country Code
• Checkbox to allow invoicing, preorders

You can also search for an existing user by name or mobile number to assign them as an authorized user.

Stored Value in CRM

With the new Stored Value integration with STS, businesses can now assign virtual gift cards to customers and manage their spending limits for events and seasons. This feature allows customers to make purchases using a stored value balance, similar to a virtual gift card.

What is Stored Value? 

Stored Value allows businesses to assign a virtual card to customers, enabling them to use a preloaded balance for purchases. This helps in better tracking customer spending and controlling limits for specific events or seasons.

Navigate to CRM → Customer Profile → Stored Value Section.

"Stored Value" tab will be available under the customer profile with the following options:

• Dropdown
• Per Event Limit: 

• Set the maximum amount the customer can use for a single event.
• Controls how much a customer can spend at a single event
• Prevents excessive spending during a single event.
• Option to Reset Limit after the event ends.

• Click on the "Assign Card" button to link the virtual card to the customer.
• Clicking on Assign Card will show Stored Value Card Number (Virtual Card from STS) with a Preview Eye Icon which will allow you to view the virtual card number.
• View Balance: A Balance Inquiry button will allow you to check the latest balance anytime.

• Per Season Limit: Controls the maximum stored value a customer can use within a season. Helps in managing overall spending during a specific time period. Limits total spending within a season

Articles in this section

• Setup Gift Card Processor from Settings
• Discounts in Restaurant Portal
• Warehouse in Restaurant Portal
• Register in Restaurant Portal
• Venue in Restaurant Portal
• Venue Wizard in SuiteSpot
• Order Report and Kitchen Prep. Report Export
• CRM in Restaurant Portal
• Auths in SuiteSpot
• Orders in SuiteSpot

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