Reservations & Guest ManagementPurpose
1.2. Automate personalized greetings (SMS, email, app notification, printed card) tailored to each guest based on tracked preferences, creating a bespoke dining experience.
1.3. Enable fine dining venues to automate guest engagement, increase loyalty, and elevate guest satisfaction through automation of personalized touchpoints.
1.4. Enhance staff efficiency by automating retrieval and presentation of guest details for each reservation.
Trigger Conditions
2.2. Returning guest is identified in reservation or check-in system.
2.3. Manual guest update (front of house enters updated preferences).
2.4. Guest feedback submission or special request logged.
2.5. Reservation confirmation or guest arrival within a set timeframe triggers automated greeting workflow.
Platform Variants
• API: Guest Center API, endpoint /guests/ and /reservations/ for collecting and updating preference objects.
3.2. Resy
• API: Resy API, GET /api/guest and POST /api/notes for tracking and automating update of guest preferences.
3.3. Salesforce
• Feature: Service Cloud, Flow Automation — triggers when Contact or Reservation record is updated.
3.4. HubSpot
• API: Contacts API, trigger on custom property change for guest preferences, automate sending greetings workflow.
3.5. Twilio SMS
• API: Message resource, automate SMS by calling /Messages with personalized body.
3.6. SendGrid
• API: Mail Send — automate sending custom email greetings from /mail/send endpoint.
3.7. Zoho CRM
• Feature: Workflow rules, trigger on Lead or Contact update to automate preference capture and greeting.
3.8. Mailchimp
• API: /lists/{list_id}/members/ — automate adding/updating guest personalized email segment on preference update.
3.9. Microsoft Power Automate
• Feature: Cloud flows, automate trigger by an update in data source (Excel, SharePoint) containing guest records.
3.10. Google Sheets
• API: Sheets API append/update, automate logging and tracking guest preferences in shared sheet.
3.11. Typeform
• API: Responses webhook for new submissions of guest preference surveys.
3.12. Zapier
• Feature: Trigger and Action — automate collection and feed guest preferences to email/SMS/CRM.
3.13. Airtable
• API: Bases API, automate row insertion and updates for guest preferences linked to reservations.
3.14. Intercom
• API: Contacts API, automate saving data from guest chat interactions into automated preference profiles.
3.15. Freshdesk
• API: Contacts automation — automate triggers for new or updated guest preference tickets.
3.16. WhatsApp Business API
• API: /messages endpoint, automate sending personalized greetings to guest’s WhatsApp on reservation or arrival.
3.17. Pipedrive
• API: Persons endpoint, automate updating fields for guest preferences on activities.
3.18. Slack
• API: chat.postMessage, automate sending alerts to staff channels regarding VIP guest arrivals/preferences.
3.19. Shopify (for dine-at-home kits/gifts)
• API: Customers endpoint, automate tagging and offering personalized greetings with online orders.
3.20. Zendesk
• Feature: Triggers & Automations — automate internal/external notification for new or updated guest preferences.
3.21. Square
• API: Customers API, automate storing and recalling dining preferences for guests making reservations or purchases.
Benefits
4.2. Automating personalized greetings automates brand differentiation and guest loyalty.
4.3. Automated reminders and notifications to staff about guest preferences at check-in or reservation time improves service agility.
4.4. Automated data synchronization across platforms creates a seamless, omnichannel guest experience.
4.5. Automation reduces training needs by providing actionable guest data to all relevant team members, automating onboarding.
4.6. Automating these processes ensures consistency no matter which team member interacts with a guest.