Learn how to make the most of Eat App's powerful CRM tool

Eat App features a full fledged CRM solution for restaurants looking to better understand their customers and segment them for marketing purposes.

https://www.youtube.com/watch?v=8xPLliJMXbU

Accessing your advanced CRM

To access your CRM, navigate to the guest tab and click "Advanced Guest Reports" on the top right. This will open a new tab where you will be able to view your entire guest database.

Search

Use the search bar to find guests based on their name, email, or phone number.

Filter

Filter your guests based on the following criteria

• Date added: Use this to find guests that were added to your CRM within a certain date range
• Sort: Use these toggles to sort your CRM based on:
  • Name
  • Email
  • Phone
  • Upcoming reservations
  • Latest reservation
  • Number of visits
  • Number of cancellations
  • Number of no shows
  • Total number of covers
  • Total spend
  • Average spend per reservation
  • Average spend per cover
• Filter: Use these toggles to fine tune the guests you want to look at based on
  • Age
  • Gender
  • Job title
  • Tags
  • Number of upcoming reservations
  • Number of visits
  • Number of canceled reservations
  • Number no show reservations
  • Total number of covers
  • Total spend
  • Average spend per reservation
  • Average spend per cover
  • Reservation dates between a certain time range
  • Hasn't visited since
  • Reservation tags

Once filtered and sorted, press "Show Results" to get an updated list of your guests based on the criteria you've selected.

Column Configuration

Use this to choose which columns you want to view in your report, maybe you are only interested in their name, phone number, and email address rather than seeing every single data point.

Add/Remove Tags

Once you've filtered through your guests, you can use this to add and remove tags in bulk to your guests.