To identify active subscribers on the POS, you add subscriber identification, such as guest tags, colors, icons, and short codes to your subscription plans. When you search for a guest using the Guest search screen on the POS, applicable guest tags appear in the guest profile.
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Note |
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Pending and inactive subscribers do not appear in the search results. |
To view guest tags on the POS, you must add a guest tag and tag color on the Settings page in Toast Web or during the setup process. For more information, see Creating a subscription plan.
To search and add a guest profile to an order
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On the Toast POS home screen, select an order screen.
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On the order screen, select the overflow menu.
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From the overflow menu, select the Customer info button. This opens the Guest search screen.
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On the Guest search screen, you can search for a guest by one of the following options:
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Phone
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Name
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Email
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House account
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Search for the guest. Select the search result to display the guest profile. The guest profile pane displays the following:
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Subscription plan tags
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Subscriber phone number
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Subscriber email
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Guest notes
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Subscriber address
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Order history
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Order summary
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Edit customer button
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Select button
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To attach a guest profile to an order, select the Select button. The guest profile is attached to the order and guest details appear on the order details pane.
