Client List
Client List
The Reservations > Clients section is the central directory of all guests who have interacted with your restaurant — through manual reservations, the online booking widget, or imported records.
Information Displayed
The table shows the following columns for each client:
- Name — first and last name.
- Phone — primary contact number.
- Email — email address, if provided.
- Visits — total number of completed reservations.
- Last visit — date of the most recent seated or finished reservation.
- Notes — internal observations you have added.
- Status — active or deactivated.
Searching Clients
Use the search bar at the top to find clients instantly by name, phone number, or email. Results update as you type.
Filters
- Status — Active / Deactivated / All.
- Tags — filter by custom tags (e.g., "VIP", "Allergic").
- Date range — show only clients whose last visit falls within a specific period.
Available Actions
- View full profile — click on a client to see their reservation history.
- Edit client — update personal details, notes, or tags.
- Deactivate client — mark as inactive without deleting history.
- Export to CSV — download the list for external analysis.
- Create new client — add a guest manually.
Tips
- Review clients without recent visits for re-engagement campaigns.
- Use tags to segment your database and deliver personalized service.
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