Guest Management
Build relationships with your guests using TableYeah's CRM
Updated Jan 11, 2026
TableYeah automatically builds guest profiles as they make reservations, helping you deliver personalized experiences.
Guest Profiles
Each guest profile includes:
- Contact information: Name, phone, email
- Visit history: All past and upcoming reservations
- Preferences: Seating preferences, dietary restrictions
- Notes: Staff notes from previous visits
- Tags: Custom labels (VIP, Regular, etc.)
- Visit stats: Total visits and no-show count
Finding Guests
Go to Guests in the admin sidebar
Use the search bar to find guests by:
- Name
- Phone number
Or browse by tags or recent activity
Tip
Guests are automatically created when they make a reservation. You don't need to add them manually.
Guest Tags
Use tags to categorize guests:
- VIP: High-value guests
- Regular: Frequent visitors
- New: First-time guests
- Press: Media contacts
- Industry: Restaurant industry professionals
- Custom tags for your needs
Adding Tags
- Open a guest profile
- Click Add Tag
- Select existing tags or create new ones
- Tags are immediately saved
Notes & Preferences
Record important information:
Preferences
- Seating preferences (booth, window, quiet area)
- Dietary restrictions
- Favorite drinks or dishes
- Special occasions
Visit Notes
After each visit, add notes about:
- What they ordered
- Special requests
- Feedback received
- Things to remember for next time
Info
Notes appear on reservation details, so your team is always prepared.
Guest Sharing
For multi-location restaurants, choose how guest data is shared:
- Organization-wide: Guests are shared across all locations
- Per-location: Each location has its own guest database
Configure this in Organization → Settings.