← Help center GUESTS AND COMMUNICATION

Adding a note to a guest profile

Keep concise, relevant guest notes that help service teams without recording unnecessary personal information.

What is a useful guest note?

A guest may have asked for a quieter table on a previous visit. A relevant note helps colleagues prepare; it should not become a place for assumptions or sensitive personal details.

Write only what matters

Open the guest or booking record available to your role in Manager. Record a short, factual request, such as “Prefers terrace seating; availability to be confirmed on the day”, without turning it into a promise.

  • Did the guest say this, or is there a verified service event?
  • Will the note genuinely help the next visit?
  • Are access and retention consistent with the venue’s policy?

What should not go in a note?

Avoid unnecessary health details, discriminatory labels, subjective judgments and card information. A service note is not a marketing-consent record.

Check before the next service

Confirm that the preference still applies. If it has changed, update the record through an authorized workflow rather than presenting a colleague’s recollection as a fact.

Rezervem product boundaries

Manager provides booking and guest context. Marketing permission is handled separately through Join and Connect.