Guest preference tracking and personalized greeting

Purpose

 1.1. Capture individual guest preferences (e.g., favorite dishes, table location, allergy info) during reservations and visits.
 1.2. Store and update this data to personalize greetings and service for repeat guests.
 1.3. Integrate with communication channels (email, SMS, in-house display) to deliver custom greetings at reservation confirmation, arrival, and seating.
 1.4. Offer near real-time staff notifications for high-value guests or special requests.
 1.5. Analyze guest data to optimize menu suggestions, upsells, and loyalty programs.

Trigger Conditions

 2.1. New reservation creation.
 2.2. Guest arrival/check-in detected via POS, QR, or digital host system.
 2.3. Guest updates preference via online profile or reservation amendment.
 2.4. Staff logs guest notes post-visit.

Platform Variants

 3.1. Salesforce
 • Feature: Service Cloud custom object — configure "Guest Preferences" custom field, enable API write/read on Contact object.
 3.2. HubSpot
 • Feature: CRM Custom Properties API — map reservation fields, connect via workflow automation trigger.
 3.3. Zendesk
 • Feature: Custom Ticket Fields — create preference-tracking fields, webhook event on ticket update.
 3.4. Twilio SMS
 • Function: Messaging API — trigger personalized SMS greeting on check-in, configure with variables for name/dish.
 3.5. SendGrid
 • Function: Dynamic Templates API — send reservation confirmations with personalized content blocks.
 3.6. Slack
 • Function: Incoming Webhook — push instant guest arrival/preference alerts to staff channel.
 3.7. Google Sheets
 • Function: Sheets API — log and append guest preference records; trigger on row added.
 3.8. Airtable
 • Feature: Automation — update Guest Record on new form submission, trigger personalized action.
 3.9. Mailchimp
 • Feature: Merge Fields — populate campaign with guest preferences, schedule automated sequences.
 3.10. Zoho CRM
 • Feature: Custom Modules API — create and update guest profile module, connect with webhooks for real-time action.
 3.11. Microsoft Power Automate
 • Feature: Flow Bot — monitor incoming reservation emails, extract preferences, send to CRM.
 3.12. Oracle Hospitality
 • Function: Opera Integration API — update guest profiles with preference fields, real-time sync.
 3.13. Toast POS
 • Function: Partner API — write guest attributes and notes during check-in.
 3.14. Square
 • Feature: Customer API — update customer note with latest preference, trigger webhook on customer update.
 3.15. Intercom
 • Feature: Custom Data Attribute — assign guest status, trigger message on property change.
 3.16. Freshdesk
 • Feature: Contact Custom Fields — configure automation on contact update for guest tracking.
 3.17. Typeform
 • Function: Webhook — collect preference data via signup/feedback form, deliver to database.
 3.18. Zapier
 • Feature: Multi-step Zap — watch reservations, parse guest info, distribute to communication and CRM platforms.
 3.19. Notion
 • Function: Database API — add/update guest info, trigger notification on new record.
 3.20. Google Calendar
 • Feature: Event Description Parsing — use event notes for guest preferences; calendar API integration triggers confirmation sending.

Benefits

 4.1. Ensures superior guest satisfaction with tailored service.
 4.2. Streamlines staff response for VIP and allergen-sensitive customers.
 4.3. Increases loyalty and repeat business via enhanced personalization.
 4.4. Reduces manual data entry; eliminates human error.
 4.5. Enables targeted marketing and upsell opportunities.