Guest Linking – View Guest Info in POS

The POS shows rich information about the guest when a booking or customer is linked to the order. In the payment view there is also a loyalty panel that makes loyalty redemption part of the payment flow.

What's shown in the guest panel:

• Guest name and phone number
• VIP marking, when set
• Allergens (red warning)
• Party size and table from the booking
• Number of visits and the guest's total spend
• No-show history
• Tags (VIP, Regular, Press etc.)
• AI summary of the guest's preferences

Open the tab menu: The tab's tools sit behind the button at the far right of the tab row. With no guest linked the button shows only its icon; with a guest linked it shows the guest's first name, so you can see whose table it is at a glance. The menu holds the guest card, order format, tab comment and tab history.

Open full customer profile:

• Open the tab menu → Visa fullständig profil (Show full profile) in the guest card
• View all previous visits and orders
• See booking history, average bill, no-shows and favourite tables
• Edit customer notes with the required permission. Manage tags in admin.

Link guest manually: Open the tab menu and choose Koppla gäst (Link guest) to search and link an existing customer to the order (name, phone or email). Or create a new customer directly from the POS. If the guest has entered their full phone number, just press Enter and the guest is linked straight away.

The guest's fixed discount: If the guest has a fixed discount in the guest register, it is added to the tab when you link the guest with Koppla gäst, from the tab menu or the payment window. If the tab already has a discount, that one stays and you see a short note about it. See the article Create and Manage Discounts.

Loyalty panel: When a guest is linked to the order and the loyalty program is active, the loyalty panel appears in the payment view:

1. Tier badge at the top – coloured with the guest's current level (e.g. "Gold") and perks list
2. Points balance – e.g. "342 points ≈ 34.20 SEK"
3. Redemption buttons – quick buttons for 100, 200, 500 and 1000 pts, but only those the guest's balance covers. Max (N) appears when the guest can redeem more points than the largest quick button
4. Klippkort (stamp cards) – the guest's cards with the number of stamps (e.g. 3 / 10) and buttons to give or undo a stamp. When a reward is earned it says "Belöning klar" (reward ready) and that it is deducted automatically when the item is on the tab
5. Tier perks – bullet list of perks (e.g. "Welcome drink for the party", "5% discount on the whole order")

Redemption behavior:

• Click "100 pts" → the total is recalculated instantly and the discount shows in the cart
• Stamp card reward: there is no redeem button. If the reward item is on the tab, the reward is deducted automatically when the payment window opens. If the item is not on the tab, the reward is kept for the next visit
• If nothing is left to pay, no redemption buttons are shown. If a redemption breaks the programme's conditions (e.g. minimum redemption), an error message is shown

Automatic tier discount: If the guest's tier has a fixed discount (e.g. Gold = 5% discount), it is calculated when you open the payment window – no button press required. The discount is not shown as a separate line in the cart; it is already deducted from the amount under Att betala (amount to pay).

More rewards: If the programme offers a free item on visits, Lämna ut (hand out) may appear. The reward catalogue shows points rewards the guest can afford. Stamp cards show the guest's cards and how many stamps have been collected.

Tips:

• Check the guest's name and phone number so you link the correct profile to the tab.
• Read allergen information and check requests with the guest and kitchen.
• If redemption fails, read the message and check the balance and programme conditions under Marknadsföring → Lojalitet (marketing → loyalty). There is no general PIN function to override minimum redemption.
• An AI summary supports service; confirm important information with the guest.