In this article, you’ll learn how to access your customer profiles, view their visit history, and add or update information to provide a more personalized experience.
Contents
From the Guestbook
From a reservation in the Front House
From the customer search
From the Zenchef mobile App
Common cases & FAQs
Support & Related articles
What You Need to Know
Zenchef’s customer file centralizes the information collected about your guests, including their contact details, visit history, comments, preferences, and other information that can help your team personalize their experience. The profile is automatically updated as customers make new reservations.
Keeping customer profiles up to date allows your team to quickly identify returning guests and take their preferences or specific needs into account during future visits. For example, you can record allergies, preferences, comments, or customer tags. Tags can be used to personalize the guest experience and facilitate communication within your team.
There are two ways to consult and manage a customer profile.
1. From the Guestbook
You can access the complete list of your restaurant’s contacts directly from the Guestbook:
- From the sidebar, go to Connect > Contacts.
- You’ll see the complete list of your restaurant’s contacts.
- Use the search bar to find a specific guest. You can search by name, phone number, or email address.
- Click the guest’s name to view their profile.
- To edit the profile, click the three dots on the right and then click the pencil icon.
- Add or update the information you need.
- Click “Confirm” to save your changes.
The Guestbook is particularly useful when you want to find a guest without having to open a specific reservation first.
2. From a Reservation in the Front House
If the customer already has a reservation for the day and their name appears in the Front House, you can access their profile directly:
- Click on the customer’s name in the Front House.
- Select the “Guest Information” tab.
- You’ll see a summary of the customer’s visits to your restaurant and the information available on their profile.
- You can also add or update information such as tags, allergies, or comments.
This allows your team to quickly access relevant information while managing the customer’s current visit.
3. From the Customer Search
You can also access a customer’s profile directly using the search bar available in the top-right corner of your Zenchef interface.
- Use the search bar located in the top-right corner.
- Enter the customer’s name.
- Select the relevant customer from the search results.
- You’ll be able to view their profile, including their visit history and customer information.
- To edit or add information, click the three dots in the top-right corner.
- Select “Edit”.
- Add or update the information you need.
- Click “Confirm” to save your changes.
4. From the Zenchef mobile App
You can also consult and manage your customer profiles directly from the Zenchef mobile app (Android and iOS):
From the sidebar
Go to Guest File in the sidebar to access the complete list of your restaurant's contacts. Use the search bar to locate a specific guest, then tap their name to view their profile. You can edit the profile directly from there to add or update information such as tags, allergies, or comments.
From an existing reservation
If the guest already has a reservation, you can access their profile directly: open the reservation, go to the "Guest" tab, and select "See Guest Profile". You'll be able to view their visit history and information, or edit it as needed.
5. Common Cases & FAQs
Common Issues
I can’t find a customer in the search.
Make sure you have entered the customer’s name correctly. Customer profiles are created and updated when reservations are recorded in Zenchef.I see several profiles that seem to belong to the same customer.
Duplicate profiles can occur when different contact details are used. Zenchef’s customer management system uses the email address as the primary identifier for customer profiles. Check that the customer’s contact information is consistent when creating or updating reservations.I can’t find a customer tag I want to add.
Tags available to you depend on the tags configured for your restaurant and, for custom tags, on your subscription. You can assign multiple tags to the same customer when the feature is available on your account.
FAQs
What information can I store in a customer profile?
You can store useful customer information such as contact details, past reservations, comments, preferences, allergies, and tags, depending on the fields available in your account.Why is it useful to add information to a customer profile?
Customer information helps your team recognize returning guests and personalize their experience based on their preferences, previous visits, and specific needs.Can I view a customer’s visit history?
Yes. Open the customer’s profile to view their visit history and other information associated with their customer file.Can I add several tags to the same customer?
Yes. You can assign multiple tags to a customer to provide your team with more precise information about their preferences or needs.
6. Support & Related Articles
Contact our support team
If you need further assistance, feel free to contact Zenchef Support via the Chatbot available in your client area or by visiting our Help Center.