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Use Oddle Reservations to better understand your customer’s dining habits
Use Oddle Reservations to better understand your customer’s dining habits

Create customer profiles and notes, view their past and upcoming reservations and ensure that they are subscribed to your marketing promos.

Updated over a week ago

Customers are the lifeblood of any business! When a customer makes a reservation at your restaurant, they might already have certain expectations, preferences and dining habits. So, it is important that you understand your customers and what they want. If you are interested in managing your customers, you’ve come to the right place.

In this article, we’re going to explore how restaurants can use Oddle Reserve to better understand their customers.

    • Add a customer profile

    • Search a customer profile

    • View a customer and their upcoming and past reservations

    • Edit and delete a customer profile


How to manage customer profile?

  • Add a customer profile

    1. In the Oddle Reserve Host V3 app, navigate to Customers and Click on the + Add

    2. Fill up their salutation, first name (required), last name, phone number (required), birthday, email address and customer notes

    3. Here, you can decide if the customer should be receiving any marketing promos from your shop

    4. Click on the Add profile button

  • Alternatively, you can create a new customer when you are

    1. Creating a manual reservation or walk in. If this is your first looking at reservations, take a look at this article to 📘 learn how to create reservations and walk ins

    2. Searching for a non existing customer, there is a button to add the person as a customer

  • Search a customer profile

    1. In the Oddle Reserve Host V3 app, navigate to Customers. There will be an existing list of customers

    2. Click on the Search customer

    3. You can either enter the customer’s first name, phone number, last name or phone number

  • View a customer profile and their upcoming and past reservations

    1. After searching for a customer, click the customer profile

    2. The customer’s salutation, first name, last name, phone number, birthday, email address and customer notes would be displayed

    3. Here, you can also see if the customer has subscribed to your marketing promos

    4. Scroll down to see their reservation records

    5. There record summary which shows the total number of upcoming, completed, cancelled and no show reservations that the customer has ever made

    6. Furthermore, there is a list of upcoming and past reservations. Click on the eye icon to view a particular reservation and make any edits by clicking on the edit button

  • Edit or delete a customer profile

    1. In the Oddle Reserve Host V3 app, navigate to Customers and search for the particular customer

    2. Click on the Edit Profile to change their salutation, first name, last name, phone number, birthday, email address, customer notes and marketing preference. Hit Save Changes to confirm the changes

    3. If you want to delete the customer profile, click the Delete Profile button found at the bottom left hand corner. Do note that you are unable to delete profiles with any transaction records or any reservation bookings

⭐ Do note that that you are unable to delete profiles with any transaction records or any reservation bookings


What’s Next?

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