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Guest book

Beta disclaimer: At this time, Advanced Insights is available in public beta for Lightspeed Restaurant customers in North America. If you meet this criterion and want to help test this feature, contact your Sales Account Manager or Lightspeed Support.

Guest book automatically creates a customer profile with each credit card transaction and updates the profile when the customer returns to your restaurant. Guest book data can help you understand customer spending habits and includes information like a customer’s favorite items, their number of visits across locations, and contact information. You can also create a guest list to segment and export key data to your marketing software.

Guest book uses card data to create unique guest profiles. It automatically adds customers who use a credit card at your restaurant and excludes guests who pay with cash or other tenders. If a guest returns to your restaurant and pays using a different credit card with the same name, their check data and credit card payments sync with their original profile.

Table of contents

Default lists

By default, Guest book automatically includes the Best Guests and Recent Guests lists for you. Best Guests lists the 100 guests who have spent the most money at your restaurant compared to all other guests. Recent Guests list guests who most recently visited your restaurant. 

Note: These lists cannot be edited.

Customizing your list columns

Before creating a list or finding a guest, you can customize the field columns by adding or removing columns from the “Preview” section. A list must have at least one column selected at all times.
Note: You cannot edit the Best Guest and Recent Guests lists.

Customizing-lists-guest-book.png

  1. In the main navigation menu, click Guest book.
  2. Under the Your guest lists column, select the guest list you want to edit.
  3. Click the List tab at the top of the page.
  4. Next to the list name, click Edit. Alternatively, click Create new guest list to create a new list.
  5. On the left side of the page, click Customize columns.
  6. By default, Guest book includes the Customer Name column on all lists. There are six other preset columns to choose from which are detailed in the table below. To add a column to your list, click on it and the column will move from Available to Assigned.

    Column Description

    Customer Name

    Corresponds to the Guest Name column. You can click on the customer’s name to view their customer scorecard.

    Total Spend Corresponds to the All Time Spend column, or the total spend for each customer.
    Average Spend Corresponds to the All Time Average Spend column, or total average spend for each customer. This is calculated by dividing a customer’s all time spend by the number of visits.
    Visits Corresponds to the All Time Visits column, or a customer’s total number of visits.
    Estimated Lifetime Value This is a prediction based on a customer’s past behavior, such as the number of times they’ve visited your restaurant and the amount they’ve spent.
    Last Visit The date of the customer’s last visit.

Finding a guest

Find guests according to provides a quick and easy way for you to search your customer database.

Guestbook-Find-Guest.png

  1. From the main navigation menu, select Guest book.
  2. On the Guest book page, click the Find Guest button.
  3. Use the Field drop-down to select a metric, such as Guest Name or Total Visits.
  4. Use the Comparison drop-down to select a metric, such as greater than or equal to.
  5. Under Values, enter a defining value.
  6. (Optional) Click Add a new row to refine your search.

Your search results will populate automatically.

Creating a guest list

Build your own list based on customer or ticket criteria, such as a customer’s number of visits, and share these lists with other users. If you collect customer email addresses, you can also contact customers from a list. 

Guestbook-Create-List.png

  1. From the main navigation menu, select Guest book.
  2. On the Guest book page, click the Create List button.
  3. (Required) Enter a list name.
  4. (Optional) Choose an emoji to represent your list.
  5. Use the Field drop-down to select a metric, such as Guest Name or Total Visits.
  6. Use the Comparison drop-down to select a metric, such as greater than or equal to.
  7. Under Values, enter a defining value.
  8. Click Create.

Viewing a guest list summary

After creating a list, click on Guest book in the main navigation menu to view your guest lists. To view a guest list's summary, click on the name of the guest list. The summary will list metrics such as the total number of guests and the total amount spent. You can use the drop-downs at the top of the page to compare lists.

Guestbook-List.png

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