Customers Booking and Caller ID

How to View Customer Details and Order History

Recommended for: Owners, admins, managers, and staff Time to complete: 3 to 5 minutesCustomer records help your team recognise repeat buyers, confirm past orders, and handle servic ...

Data Handling Basics for Customer Information

Recommended for: Owners, admins, managers, and staff Time to complete: 5 minutes to learnCustomer information should be handled carefully, kept accurate, and only used for legitima ...

How to Handle Repeat Customers and Saved Details

Recommended for: Owners, admins, managers, and staff Time to complete: 5 minutes to learnRepeat customers are easier to serve well when your team uses saved details carefully and k ...

How to Manage Table Bookings

Recommended for: Owners, admins, and managers Time to complete: 5 to 10 minutesTable bookings should be handled with the same consistency as orders. Accurate records reduce missed ...

How to Create or Update a Customer Record

Recommended for: Owners, admins, managers, and staff Time to complete: 3 to 5 minutesAccurate customer records make repeat orders, support, and phone-based service easier to manage ...

How Caller ID Works During Incoming Calls

Recommended for: Owners, admins, managers, and staff Time to complete: 5 minutes to learnCaller ID helps your team recognise an incoming caller and quickly connect them to relevant ...

How to Use Caller ID to Speed Up Phone Orders

Recommended for: Owners, admins, managers, and staff Time to complete: 5 minutes to learnCaller ID can make phone orders faster by giving staff useful context at the start of the c ...