See the guest behind the bill
Connect customer activity and return patterns with the sales recorded in your account.
RELATE & GROW
Keep guest history, credit and consent together.
Connect guest activity with recorded bills. Review outstanding credit and repayments, and keep marketing choices separate from the information needed to serve a guest.
MADE FOR YOUR EVERYDAY
Useful history. Clear balances. Respected choices.
Know what is outstanding
Credit Book keeps balances, recorded repayments and ageing beside the sales that created them.
Check consent before follow-up
Use the available loyalty and campaign tools with the guest’s marketing choices in view. Privacy tools support consent review, export and erasure workflows.
IN PRACTICE
The credit book, without the notebook.
Balances, repayments and how long they have been outstanding — kept beside the sale that created them instead of on a page behind the till.
A CONNECTED WAY TO WORK
Keep useful context beside the sale.
Review credit and recorded guest activity without treating service details as marketing consent.
Choose a view
01See the credit context
Find customer-credit information within the recorded business picture.
02Inspect what is owed
Review outstanding balances and recorded repayments before following up.
03Check the next step
Review consent and the configured channel before messaging. Recording a balance is not permission to send a campaign.
Illustrative workflow. Native screens use fictional sample data.
Messaging needs an activated provider, recorded consent, approved templates and available allowance. Loyalty and campaign capabilities vary by plan.
BEFORE YOU COMMIT
Can I send WhatsApp reminders immediately?
Only when the provider is activated, the required consent and approved template are in place, and allowance is available. A plan’s message allowance does not activate the service.
How does Credit Book help?
It shows recorded balances, repayments and how long amounts have been outstanding. Review the underlying sale and payment record before contacting the guest.
What controls are available for customer data?
Authorised users can review consent and use the supported export and erasure workflows. Privacy explains handling and retention; these tools are not a blanket legal-compliance certification.
BETTER TOGETHER
There’s more to
the whole picture.
YOUR NEXT CHAPTER
Great hospitality.
Intelligently run.
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