Tags and notes

Tags

Short labels on a guest — VIP, Regular, Allergy, Birthday. They appear on the guest's record and you can filter the whole Guests list by one, which is what makes them worth keeping tidy.

Add a tag from the Tags section of a guest's record: pick from the ones you already have, or type a new label. Remove one with the × on the chip.

Fewer, sharper tags beat many vague ones. A venue with thirty tags has thirty ways to disagree with itself about what “regular” means; one with six has a filter people actually use.

Notes

Free text under Notes, for the things a label cannot carry — the corner table they always ask for, the anniversary, the fact they were unhappy last time and it was our fault.

Notes are the venue's, not one person's. Anyone with access to the guest can read them, which is the point: the value is that the note is there on the night the person who wrote it is off.

What to be careful writing

Anything about health — allergies, intolerances, a medical reason for a request — is sensitive information under Australian privacy law, and holding it comes with obligations that ordinary contact details do not carry.

Two practical rules:

• Record it because you need it to serve them — an allergy the kitchen must know about — and not because it is interesting.
• Write it as an instruction, not a diagnosis. “No shellfish, severe” is what the pass needs. The rest is the guest's business.

If a guest asks you to remove what you hold about them, you can erase the record outright — see the article on erasing a guest's details. Notes and tags go with it.