To manually create a guest record without placing an order or swiping a credit card, you can use the Lookup Customer function on a Toast POS device. After you search the database, you can add a record.
To add a guest record you must have the 3. Manager access permission. Then, follow these steps.
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Log on to a Toast POS device.
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Under Manager Activities, select Lookup Customer.
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Enter a telephone number or tap Name/Email to enter a name or email address, and then tap the magnifying glass icon search for an existing guest record.
An option to add a record appears regardless of whether the system finds any matches for your search term.
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Select Add new customer.
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Enter the guest's first name, last name, and 10-digit telephone number. You can also enter an email address.
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Select Add.