Guest profile updates across platforms

Purpose

1.1. Automate consistent guest profile updates across all restaurant platforms to synchronize guest preferences, contact info, allergies, visit history, and notes in real-time.
1.2. Automate the unification of guest data, ensuring staff, hosts, and management have an accurate, up-to-date 360° guest view to elevate personalized service, loyalty, and marketing automations.
1.3. Minimize manual data entry and error risk by automating bi-directional data flow and synchronizing updates made via any touchpoint (reservation, loyalty, POS, feedback forms) into all connected platforms.

Trigger Conditions

2.1. Guest profile update submitted via reservation system (new info, correction, or preference change).
2.2. Guest data adjustment posted by staff through POS, feedback, or loyalty portals.
2.3. Third-party integration (OpenTable, Resy, Google, Facebook) records guest or booking data changes.
2.4. Scheduled automator runs checking for discrepancies and automating synchronization.

Platform Variants

3.1. OpenTable
• Feature/Setting: External Guest Profile API — automate profile write/update calls on guest info change events.
3.2. Resy
• Feature/Setting: Guest Data Webhook — automate to listen for “profile updated” and trigger automating sync via REST API.
3.3. Yelp Reservations
• Feature/Setting: Reservations API “Update Guest” action — automate with authenticated requests on detected change.
3.4. SevenRooms
• Feature/Setting: Guest Profile API — configure automator to POST/PUT guest details triggered by POS or other platform updates.
3.5. Tock
• Feature/Setting: Automate recurring fetch and PATCH updates via Tock API for guest records.
3.6. TouchBistro POS
• Feature/Setting: Customer Profile API — automate API call on update; listen for events from linked reservation platforms.
3.7. Lightspeed Restaurant
• Feature/Setting: Contacts API — configure automator to PATCH guest profile fields when notified of change elsewhere.
3.8. Square for Restaurants
• Feature/Setting: Customers API “UpdateCustomer” endpoint — configure automated function to sync new/changed data.
3.9. Toast POS
• Feature/Setting: Customer Management API — automate push on profile change.
3.10. GuestBridge
• Feature/Setting: Guest Sync API — automate “update profile” job on data events from reservations/POS.
3.11. Salesforce
• Feature/Setting: Contact/Lead Record Update via REST API — automate mapping and update sync for foodservice hospitality schema.
3.12. HubSpot
• Feature/Setting: Contacts API “Create or Update Contact” — automate with triggers from external systems.
3.13. Mailchimp
• Feature/Setting: List Member Update via API, automating mapping of guest data for F&B segmentation.
3.14. Zoho CRM
• Feature/Setting: Contacts Module API with triggers for external platform profile updates.
3.15. Google Contacts
• Feature/Setting: People API “Update Contact” action — automate on reservation, POS, or loyalty program updates.
3.16. Facebook Business Suite
• Feature/Setting: Messenger Profile API — automate sync of guest contact and preferences for marketing automations.
3.17. Slack
• Feature/Setting: Incoming Webhook or Custom Bot for alerting staff of guest updates; automating internal communication on guest status change.
3.18. Twilio SMS
• Feature/Setting: Automated SMS via Messaging API to confirm or communicate profile update/loyalty status to guest.
3.19. SendGrid
• Feature/Setting: Automated email notification via SendGrid API on guest data update event.
3.20. Google Sheets
• Feature/Setting: Sheets API “Update Row” — automatedly log or update guest data audit trail for compliance and tracking.
3.21. Zapier
• Feature/Setting: Automate between non-integrated platforms to bridge disparate F&B systems for profile sync.
3.22. Dropbox
• Feature/Setting: File event webhook, automate guest profile CSV changes into cloud drives for legacy storage or reporting needs.
3.23. QuickBooks
• Feature/Setting: Customer Update API, automating customer ledger and billing profile changes for recurring guests with house accounts.
3.24. Airtable
• Feature/Setting: Record Update via REST or auto-triggered sync for hybrid CRM/reservation list automations.

Benefits

4.1. Automates administrative workflow, freeing up staff from repetitive data maintenance.
4.2. Automated data integrity increases service consistency and elevates VIP/regular guest experiences.
4.3. Reduces manual input error and ensures accurate, automatable guest marketing strategies.
4.4. Enables seamless automating upgrades and omnichannel hospitality management.
4.5. Supports real-time, automated personalization with fast guest profile recall for every visit.
4.6. Automates compliance and audit logging requirements for guest data across multiple systems.