TUTORIALS/ GUIDE 11 · KNOW YOUR GUESTS LAST UPDATED 2026-09-02

GUIDE 11 OF 15·7 STEPS·9 MIN·7 SCREENSHOTS

Know your guests

Every booking, enquiry and sign-up builds a guest profile on its own — nothing to type in. Star your VIPs, read a full history in one click, export the list to CSV, and turn repeat guests into reviews and loyalty points.

Every click shown— written from the product

STEPS
7
TIME TO FINISH
9 min
AUTO-COMPUTED TAGS
8
GUIDE 11 / 15 · SEVEN STEPS

Guests

every visit rememberedPROFILES · REVIEWS · LOYALTY · CSV APP → GUESTSFIG. 11 PHOTO · CUP OF COUPLE / PEXELS

Three pages, one guest. TableSpark builds a guest profile the moment someone books a table, sends an enquiry or joins your mailing list — no import, no spreadsheet, nothing to type in. Guests is where every profile lives, with a private note and a VIP star you control by hand. Reviews and Loyalty both feed off the same guest record, so a table you've already served is the one you invite to review you and the one who's already earning points.

Guests · Reviews · LoyaltyGrowth plan or above

STEP 01/ 07i

See every guest who's ever booked, asked or subscribed

Open Guests in the sidebar. The page states its own job plainly at the top: “Every booking, enquiry and sign-up builds a guest profile automatically — nothing to type in. Star your VIPs and keep a private note per guest.” Above the list sits a frosted KPI band over a restaurant photo — Guests (the running total and how many have actually booked a table), New this month, Regulars (3+ bookings each), and Subscribers (opted in to emails) — plus a wide Guest activity · last 14 days chart plotting bookings, enquiries and sign-ups per day.

Below that, a row of segment pills — All, Subscribers, Regulars, VIP, Recent, Data requests — each carrying its own live count, and a Search name or email… box that filters the table as you type. The table itself lists Guest, Tags, Bookings, Last seen and Newsletter status for every match.

The Guests page: KPI tiles for Guests, New this month, Regulars and Subscribers, a 14-day activity chart, segment pills, a search box, and a table of guest rows with computed tags
FIG. 01390 guests, 115 regulars, 11 VIPs — every count live, every profile built for you.
STEP 02/ 07ii

Open a guest's full history

Click any row — or press Enter or Space on it — and a drawer slides in with everything TableSpark knows about that guest. At the top: their name, email and phone, the VIP star, and their computed tag chips. Below that, six stat tiles — Bookings, Visits, No-shows, Enquiries, Last visit and First seen — with Event RSVPs and Gift cards added whenever a guest has them.

Underneath sits a full Timeline: every booking, enquiry, mailing-list sign-up, gift card, event RSVP and data request in date order, each with a one-line summary pulled straight from the original booking or enquiry — party size, date and time, seating, occasion, even an allergy note. Then a Private note field — free text, autosaved a moment after you stop typing, and the page says exactly who can see it: “Saved automatically. Only you and your team can see this.” Every booking a guest has ever made still starts life in your booking inbox — this drawer is the guest-level rollup of that history, not where a booking gets confirmed.

A guest's profile drawer: name, email, computed tags, six stat tiles, a timeline entry reading Booked a table, banquette, anniversary, a private note field, and Reply, Ask for review and Erase guest data buttons
FIG. 02One booking, one line in the timeline — banquette, anniversary, dated automatically.

Four actions sit in the drawer's footer, and which ones appear depends on the guest: Reply opens a pre-addressed email to them; Ask for review sends a review invite (more on that in Step 5); Unsubscribe or Re-subscribe only appears for a guest with a newsletter record; and Erase guest data deletes their leads and subscription records for good, after you confirm.

STEP 03/ 07iii

Star your VIPs, and read the tags at a glance

Click the VIP segment pill and the list narrows to your starred guests — gold star, gold VIP chip, and every other tag reads the same way it does everywhere else on the page: computed, not typed. A guest's tags come straight from their booking history, recalculated every time you look.

The Guests page filtered to the VIP segment: 11 VIPs, gold stars, and rows carrying No-show, Frequent visitor, Regular and Recent tags
FIG. 0311 VIPs, each carrying the tags their own booking history earned — No-show ×3, Frequent visitor, Regular, Recent.

The star is the one tag you set yourself — click it on a row or inside the drawer and it saves immediately, no form to submit. Everything else on a guest's tag list is worked out from their own record:

NO-SHOW ×NRecorded no-shows > 0
FREQUENT VISITOR3+ served visits
REGULAR3+ bookings
NEWExactly one interaction on file
RECENTAny interaction in the last 30 days
SUBSCRIBEROpted into your mailing list
BIG TABLEA party of six or more
OCCASIONBooked with an occasion noted
STEP 04/ 07iv

Export your guest list to CSV

Export CSV sits top-right of the Guests page, next to the page title. It always exports whichever segment and search you currently have open — filter to VIPs first and the download only has your VIPs in it. Each row carries name, email, phone, bookings, enquiries, last seen, subscribed status, VIP status and every tag, ready for a spreadsheet, a mail merge, or your own records.

The Guests page header, with the Export CSV button beside the page title and subtitle
FIG. 04One button, whichever segment you're looking at — the export always matches the screen.

Every profile on this page lives under your own restaurant's TableSpark account — built from your own bookings, enquiries and sign-ups, and visible, searchable and exportable from this one screen whenever you want it. If a guest asks you to delete their data, the same drawer that opened their history has an Erase guest data button that removes their leads and subscription records without you leaving the app.

STEP 05/ 07v

Collect reviews, and reply as the restaurant

A TableSpark review is always tied to a real, completed visit — you invite it from the guest's own profile drawer with Ask for review. Once a guest submits one, its rating and text are fixed for good; what you do from here is moderate it and, if you want, reply.

Open Reviews in the sidebar for four status tabs, each with a live count: Pending, Approved, Hidden and Rejected. Every review card shows its star rating, status badge, date, the guest's name and their review text. From Pending, Approve, Hide or Reject move it between statuses, and a Write a reply as the restaurant… box lets you post one public reply per review — it appears under the review the moment you post it, and the reply box then disappears, since a review only gets one.

The Reviews page with two pending reviews: a five-star review from Manon about the cote de boeuf, and a four-star review from Sophie about lunch service, each with Approve, Hide, Reject buttons and a reply box
FIG. 05Two pending reviews, five stars and four — approve, hide or reject, then reply in the same box.
STEP 06/ 07vi

Set up points and rewards

Open Loyalty in the sidebar for a points-based programme, not a stamp card. Programme rules sets Points per £1 and Points per completed reservation as two plain numbers, plus an Active checkbox that switches the whole programme on or off — Save programme commits the change. Alongside it, Rewards is your redemption catalogue: a Reward name, a Points cost, and Add reward to add it to the list, which shows each reward's status as active or retired.

The Loyalty page: Programme rules card with Points per pound set to 1 and Points per completed reservation set to 10, beside the Rewards card with Reward name and Points cost fields
FIG. 061 point per £1, 10 points per completed reservation — both plain numbers you set yourself.

Both cards are owner/admin only — the page tells staff and editors directly that they have read-only access here, so nobody edits your points economy by accident.

STEP 07/ 07vii

Track members, holds and audited adjustments

Below the programme setup, Members, balances and active holds lists every verified loyalty member with their live available-points balance. The page states its own privacy boundary directly: “Verification is separate from marketing permission. This screen never opts a guest into marketing.” When a guest redeems a reward from their own account, it appears here as an active hold — the reward name and points, held against a named member — with Mark redeemed to settle it once you've handed the reward over (at the till, say) or Release to cancel the hold and return the points.

The Members, balances and active holds card on the Loyalty page, listing two verified members with their available points balances, and the note that verification is separate from marketing permission
FIG. 07Two verified members, 180 and 420 available points — a real balance for a real guest, nothing to calculate.

Audited points adjustment is the manual correction path underneath: pick a Member, enter Points (+ or −), and a required Adjustment reason before Record adjustment commits it. The page is explicit about why the reason field can't be skipped: “Every correction is an immutable ledger entry tied to the signed-in actor.” It's the same tool that put the two real balances above on the board — a comped birthday, a fix for a missed booking credit — with a trail behind every point.

Guests, reviews and loyalty all read the same underlying record: the moment someone books, asks or subscribes, they're known — and everything you do next, from starring them to crediting their points, stays attached to that one profile, owned by your restaurant, exportable whenever you need it. Once a guest's redeeming a reward at the table, the workflow continues on the floor.

Next · stay in touch

Next: emails, campaigns and journeys

The same guest list drives your outbound email — campaigns, automated journeys and the templates behind every one.

All tutorials Open your guests