This article shows what data you have on your clients/reservations and how to add and edit client information, including notes, labels and allergies, when creating a new reservation in the CoverManager system.
Paso 1: Acceder a la pantalla de nueva reserva
Open the customer's booking in CoverManager.
Step 2: Add booking notesStep
In the left “Notes” section, enter specific information relevant to the customer's current booking (e.g. “This customer is coming with a baby carriage”).
Step 3: Add customer information
In the right section “Customer data”, fill in the fields with relevant customer information (e.g. allergies).
Step 4: Assign tags
- Click on the “Tags” field.
- Select the appropriate label from the drop-down menu (e.g. VIP, Non-paying, Belis).
- Click on “Validate” to save the label.
Step 5: Verify the label on the reservation
Confirm that the booking has changed color according to the selected label (e.g. blue for VIP).
Points to be considered
- The information added in “Customer data” will be saved in the customer database and will be auto-completed in future bookings.
- Tags allow easy sorting and filtering of customers.
- It is recommended to create customized tags according to the restaurant's needs.
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