Hospitality & Restaurant · Technology & Systems
CRM usage instructions
A staff guide explaining how to use the guest database system to record, look up, and update customer information.
What it usually contains
- How to log in and navigate the main screens
- Steps for creating and updating guest profiles
- How to record preferences, allergies, and special occasions
- Tagging and searching guests, plus adding visit notes
- Rules on data privacy, opt-ins, and who may edit records
What the assistant uses it for
Answer questions about how to enter a new guest, attach notes or preferences to a booking, find a returning customer's history, or handle guest data correctly.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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