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Capture guest preferences and dining history automatically

Purpose

1.1. Capture, store, and update guest preferences (seating, dietary, cuisine styles) and dining history (orders, favorite dishes, visit frequency) automatically with every reservation or interaction.
1.2. Enable granular guest segmentation for personalized service, efficient staff allocation, and targeted marketing in a Japanese cuisine restaurant environment.
1.3. Integrate reservation, POS, feedback, and CRM platforms to collect and synchronize data seamlessly.
1.4. Support automated guest-centric decisions, such as suggested dishes based on history or customizing follow-up outreach.

Trigger Conditions

2.1. New reservation created or updated on reservation management platforms.
2.2. Guest checks in for a reservation or is seated.
2.3. Completed dining transaction or payment event at POS.
2.4. Submission of guest feedback or review post-visit.
2.5. Guest profile or preference form submitted through digital channels.

Platform Variants


3.1. OpenTable
• API Endpoint: "Guest Preferences" and "Reservation Details" — set webhook to POST data on reservation updates.
3.2. SevenRooms
• Feature: Webhook for "Reservation Updated" — configure to send guest dining notes to CRM.
3.3. Resy
• API: "Booking Webhooks" — trigger workflow on new reservation or guest profile update.
3.4. Toast POS
• Integration: Receipt Data API — pull transaction history per customer and tag preferred items.
3.5. Square POS
• Function: Orders API — auto-fetch purchased items linked to customer profile.
3.6. Lightspeed
• API: Customer Data Endpoint — capture food orders and update guest preference fields.
3.7. Salesforce
• Object: "Contact" — auto-update custom fields for preference and history from other sources.
3.8. HubSpot
• Endpoint: "Contact Property API" — sync updated preferences and dining logs.
3.9. Zoho CRM
• Feature: "Workflow Rules" — auto-populate guest custom field for each event trigger.
3.10. Mailchimp
• API: "List Member Tags" — update tags for customer segmentation based on dining patterns.
3.11. Twilio SMS
• Feature: "Programmable Messaging Webhook" — ingest SMS preference responses into guest record.
3.12. SendGrid
• API: "Parse Inbound Emails" — extract and link feedback details to guest profile.
3.13. Slack
• Function: "Incoming Webhook" — notify team on high-value guest booking or update.
3.14. Intercom
• Feature: "User Attribute Update" via API — push new dining history after visit.
3.15. Google Sheets
• API: "Append Row" — log each guest update event for audit trail.
3.16. Airtable
• API: "Update Record" — store evolving guest preferences and visit dates.
3.17. Typeform
• Integration: "Webhooks" — capture preference forms and append to guest record.
3.18. SurveyMonkey
• API: "Response Webhooks" — parse guest survey data into CRM profiles.
3.19. Zendesk
• API: "User Fields" — inject updated preferences for service context.
3.20. Microsoft Power Automate
• Feature: "Automated Flows" — link multiple platforms for end-to-end data sync.
3.21. Zapier
• App: "Multi-Step Zaps" — chain reservation, feedback, and CRM update without manual data entry.
3.22. Freshdesk
• API: "Contact Custom Fields" — enrich guest support records with updated history.

Benefits

4.1. Improve guest satisfaction with tailored dining experiences and relevant recommendations.
4.2. Unify guest data across platforms, reducing manual entry and clerical errors.
4.3. Boost guest retention through consistent personalization and memorable engagements.
4.4. Enable advanced guest analytics and predictive insights for business decisions.
4.5. Free up staff to focus on service by automating background data processes.

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