Foundation guideVersion: 2026.0711 min read
Guest CRM and customers
Turn guest data into a better relationship: customers, visits, tickets, segments, recovery, and loyalty.
Who is this for?Customer service, marketing, branch management
Applies toRestaurants, cafés, and supermarkets
Last reviewed2026-07-15
01
What you will accomplish
- ✓Build a Customer 360 view
- ✓Connect visits and orders to consented communication
- ✓Create actionable segments
- ✓Manage tickets and conversations
- ✓Measure customer recovery
02
Operating workflow
- 01
Resolve customer identity
- 02
Review visits and orders
- 03
Create a segment or ticket
- 04
Run the allowed action
- 05
Measure outcome and record consent
03
Operating and safety controls
Do not mix a guest with a subscriber business
Respect consent and communication channels
Scope data by business and branch
05
Get help
Copy this template and send it through your organization’s approved support channel. Do not include customer data, passwords, or verification codes.