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      resmio » Help » Guest and Feedbackmanagement

      Guest and Feedback Managment · Full Guide

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      Who can use this feature?

      Available starting with the PREMIUM plan.

      · Use the guest database to learn more about your customers and improve your service
      · Automate the collection of restaurant reviews and increase the popularity of your restaurant

      Guest database
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      Import customer data into the guest database

      You can import already existing customer data into resmio. This requires that the data records are formatted in spreadsheet format (.csv). Below you will find a tutorial as well as a sample file for download.

      How guest data import works in resmio

      Preparation

      1. Open your contact list in Microsoft Excel, Google Sheets, or another spreadsheet program.
        • Please use only the columns listed below (at least “name” and “email”).
        • The upper columns must be titled correctly in English.
        • Please merge first and last names into one column “name”
        • Only one value per line (multiple phone numbers, email addresses, or guests are invalid)
        • Please refrain from using other formatting (bold, italics, fonts, etc.). If you use your own table, please make sure that your table is formatted correctly!
        column name Required for import yes / no?
        name Absolutely necessary
        email Absolutely necessary
        phone optional
        street optional
        city optional
        zip optional
        notes optional

        file export

      2. Be sure to save your file in .csv format. Other file formats are not supported during import. Our tips for exporting files:
        • Keep the file name short and simple.
        • Please use lower case in the file name.
        • The file name must not contain any special characters (dots, hyphens, spaces, etc.)

      Import guest data

      Once you have prepared your file for guest import, you can upload it to your reservation system:

      1. Go to Guests in your resmio account and click on the arrow “⌄” next to the Add Guest button in the top right-hand corner.
      2. Select “Import” in the dialog window.
      3. You can now upload your existing contacts.
      4. You will receive a success or error message by email a few minutes after the upload.
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      Please note: Only guest data that has an email address will be imported. Data where the “email” field is empty will not be added to the guest database.
      If you have guest data without an email address, you can consecutively number the “email” field and thus transfer the data.
      Important: Each email field must have a different value, otherwise the different data will be merged into one guest.

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      Define guest tags – for better customer service

      Guest tags are a great way to segment guests, such as by relevance (VIP) or preferences in terms of seating, food and beverage.

      • Under“Settings” > “Guests” > Automation > “Guest tags” you can define guest tags, which you can then assign to your guests if desired.
      • As soon as you add a new guest to your guest database all guest tags that you have previously set will be available.
      • You can also add tags to existing guests later on.

      Tags assigned to guests are visible to all employees in the booking overview, for example.

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      Tip: Define guest tags based on your own rules – this saves additional time in day-to-day business!

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      View and edit guest data

      In your webapp you can view all your saved guest data on the left hand side under < Guests.

      • Clicking on a guest opens a detailed view with all the information stored about that guest:
        • Contact details
        • Additional personal data such as birthday, if applicable
        • Guest tags
        • Metrics such as number of reservations, orders, and voucher purchases
        • Status via email newsletter verification/feedback emails
      • At the top right you can change or expand the data using the "Edit" button.
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      Merge duplicate guest data

      As the number of guests (and service staff) grows, so does the likelihood that duplicates (double entries) will eventually end up in your guest database.

      You can clean up your contacts with duplicate entries created by mistake:

      • Select under Guest the desired data records that you want to merge into one and click Edit Selection > Merge in the top right corner.
      • In the following window, select which guest details (name, email address, telephone number) should be retained in the merged data record.
      • Confirm the merge with Save.
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      Please note: This process cannot be undone.

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      Block guests for online reservations

      You have the possibility to block certain guests (e.g. because they did not show up without cancelling too often) directly in your guest database so that they can no longer book online.

      • Select Guestsand search for the corresponding guest using the search field.
      • Then click on the guest or guest file and select Edit > Block.

      The next time the guest tries to make a booking with this saved email address, he will receive a message saying that the booking is not possible.

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      Tip: You can use automatic rules to automatically block guests with a certain number of no-shows.

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      Automatic rules – Customize resmio to fit your restaurant

      With automatic rules, you can adjust various system operations more individually to your restaurant business. In this way, you can save a lot of time in your daily business, as previously manually performed tasks can be automated.

      This feature is especially interesting for experienced users.

      • You can set automatic rules under “Settings” > “Guests” > Automation > “Automatic rules”, and enable / disable them in this section.

      Several rules can be active at the same time.

      Automatic rules to customize your resmio system

      Automatic rules follow a simple logic: an event trigger automatically kicks in a specific action when one or more conditions are met.

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      Nice to know: You can choose triggers, conditions and actions from given parameters and combine them freely!

      Some ideas for automatic rules that you can implement in your restaurant can be seen below. We plan to expand the scope of selectable system operations in the future.

      With this rule set, guests are automatically assigned a guest tag based on their visits / orders / feedback. The guest tag can be viewed by your staff in the reservation overview and then enables, for example, the easy identification of regular guests.

      Bookings

      • Event: Booking is updated
      • Condition: Visits count greater than 10
      • Action: Add guest tag – VIP

      Orders

      • Event: Order is updated
      • Condition: Orders count greater than 5
      • Action: Add guest tag – “Delivery regular”

      Feedback

      • Event: Feedback left
      • Condition: Feedback generally poor
      • Action: Add guest tag – “Critic”

      You can have the system automatically add guest notes as well as notes directly to bookings. Corresponding notes can support the service staff in their daily business.

      Bookings

      • Event: Booking is updated
      • Condition: Cancellation count greater than 3
      • Action: Add guest note – Beware, high cancellation rate!

      Feedback

      • Event: Feedback left
      • Condition: Feedback generally positive
      • Action: Add booking note “Offer 1x free beer”.

      In some circumstances, it can be helpful to block unwelcome guests from placing online reservations or to have guest data automatically deleted from the system.

      Block guests

      • Event: Booking is updated
      • Condition: No-show count greater than 2
      • Action: Block guest (+ if necessary add additional guest note for reference when adding a manual table reservation via phone)

      Remove guests from the system

      • Event: Booking is updated
      • Condition: Booking creation date before date XX.YY.ZZZZ
      • Action: Delete guest
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      Please note: Guest data deleted via automatic rules will be irrevocably removed from the system. This process is not reversible!

      Guest reviews and feedback management

      Manage guest feedback and reviews with resmio
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      Generate more guest reviews – enable feedback

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      Who can use this feature?

      Available starting with the PREMIUM plan.

      Encouraging guest reviews are the best marketing for your restaurant. resmio makes it easy and convenient for you to gain extra customer reviews and use them to promote your website to the public via widgets.

      • Under  “Settings” > “Guests” > “Feedback > “Feedback & Google reviews” you can activate the feedback feature and adjust settings for it.
        • If you check the “Enable Feedback” box your guests will automatically receive an email asking them to leave feedback.
        • When your guests leave feedback you will also directly receive the response back.
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      Reviews via resmio and Google

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      Who can use this feature?

      Available starting with the PREMIUM plan and “Marketing” add-on.

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      Good to know: More Google reviews impact your restaurant’s online visibility! To put it simply: The probability that your restaurant will be suggested to prospective customers in search increases.

      You can get feedback both in your resmio account and on Google.

      • Under “Settings” > “Guests” > Feedback > “Feedback & Google reviews”, you can direct your guests to your Google Business profile by checking “Enable google review redirects“.

      There are two different options avaiable:

      Guest review feedback management process of resmio

      Forwarding to Google activated and guests are first directed to resmio.

      In this case, the guests give a rating at resmio and are then redirected to Google to give a rating there as well.

      The advantage of this is that you can specify that only guests with a good rating are forwarded to Google. You can set the number of stars from which you want to forward the rating under “Minimum average feedback:“.

      Forwarding to Google activated and guests are first directed to Google.

      In this case, guests will be redirected to Google immediately and will not post a review in your resmio portal first. So the guests only have to write one review.

      However, this way you can’t talk to the guest about their feedback beforehand.

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      Select categories for rating

      There are four different categories that your guests can rate:

      • Food & Drinks
      • Service
      • Atmosphere
      • Overall satisfaction

      You can specify which ones your guests should rate individually under  “Settings” > “Guests” > “Feedback” >  “Feedback configuration”.

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      Where can I view the reviews?

      On the left side under  “Guests” > Feedback you can find the reviews that your guests have left in resmio. You can filter the reviews by time period and by the number of stars.

      In addition, you can respond directly to the feedback via your system if you wish. resmio will then send an email to the guest with your response.

      Last but not least, you can also show or hide comments in the feedback widget.

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      Good to know: Stay up to date with new guest reviews, activate corresponding Email notifications for guest feedback in your resmio account.

      Under  “Guests” > Google Reviews you can see how many of your guests have been referred to Google. The feedbacks themselves can be found on your Google Business Profile.

      This does not necessarily mean that those guests have actually reviewed your restaurant on Google. Any Google feedback that has been published can be found in your Google Business Profile. To view it, click on the button in the top right-hand corner  View Google reviews .

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      Publish reputation badge or feedback widget on the website

      Use the rating and feedback widget to advertise customer reviews on your website.

      • Under Settings > Integrations > Widgets & Newsletters, you will find the HTML codes for the rating and feedback widget.
      • Simply copy the desired code, integrate it into your website, or send it to your web developer, for example.
      • Or use our free widget installation service.

      Good to know: Before integration, you should go to Settings > Guests > Feedback and check the box next to Enable guest satisfaction rating and reviews so that the widgets can be published.

      Provided you have positive restaurant reviews, the review widget is an ideal marketing tool for your website. Integrate it in a place that is easily visible to your guests, such as on the home page.

      Currently, the following settings can be configured for the resmio rating widget:

      • color selection
      • language

      The width and height of the widget correspond to the dimensions of the “container” in which the widget is embedded.

      If you want to adjust the size of your rating widget, you can do so by adding another div container and specifying a width and height.

      A code example based on our demo restaurant “Ristorante resmio”:

       <div style="width:100px; height:125px"> <div class="resmio-reputation-widget" data-resmio-reputation-id="ristorante-resmio" data-resmio-reputation-language="de" data-resmio-reputation-color="darkBlue"></div> <script> (function() { var script = document.createElement("script"); script.async = true; script.src = "https://static.resmio.com/static/reputation-widget.js"; var entry = document.getElementsByTagName("script")[0]; entry.parentNode.insertBefore(script, entry); })(); </script> </div> 

      In addition to the average restaurant rating, resmio’s feedback widget also displays any guest comments.

      The highlight: You decide which comments are publicly visible to third parties. This means you can prevent inappropriate comments from being displayed in the first place.

      • Go to your account and select Guests > Feedback.
      • Check or uncheck the box next to “Public” to show or hide a comment in the widget.
      • Guests must always consent to the publication of their feedback when submitting a review in order for the comment to appear in the widget.

      Currently, the following settings can be configured for the resmio rating widget:

      • Number of comments
      • language
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      Review guest feedback (before publishing)

      An overview of all guest reviews submitted via resmio can be found in your system under “Guests” > Feedback.

      • Basically when submitting their feedback, guests are asked whether they agree to their comments being made public.
      • With his consent for publication, however, you can decide for yourself once again whether the comment should be publicly viewable in your feedback widget or not.
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      Please note: Google reviews provided by resmio cannot be shown or hidden.

      • Check or uncheck the “Public” box next to the comment of the guest below  “Guests” > Feedback.
      • All ratings are included in the satisfaction rate (percentage of guest satisfaction) no ratings can be excluded here as this would otherwise distort the result.
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      Respond to guest feedback

      In the feedback overview under GuestsFeedback , you can respond directly to your guests’ reviews by email.

      • Click here for the respective guest comment on the button Reply.
      • Enter your answer in the following dialog box and click Send.
      • Responded comments are marked accordingly.

      Your response is not public, so it will not be displayed in the feedback widget.

      If guests leave negative feedback, you can automatically redirect them to a page you specify during the application process.

        • You can find the link for this under Settings > Guests > Feedback > Activate custom redirects for negative feedback.
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