Growth+Where to find it: Sidebar → CRM
CRM
Every booking, QR order, and review writes to a guest profile. CRM is where those profiles live — visit history, dietary notes, lifetime value, segments. Pair it with the AI Concierge to send the right message to the right cohort.
What you'll see
dashboard.dynabite.net
CRM · Top guests
Top guests · last 90 days
Sarah KhouriVIP
14 visits
AED 4,820
Tom Lee
9 visits
AED 3,200
Aisha Rashid
7 visits
AED 2,650
Segments
VIPs42
Regulars184
At-risk67
New28
How to use it
- 1
Capture matters more than configuration
By default, every booking with an email/phone creates a profile. Online bookings, QR Pay & Order, server-entered tabs all merge into one record. Encourage staff to ask for an email at sign-out — completion is what makes CRM useful. - 2
Tag dietary + preferences
Open a guest, add tags (gluten-free, no-shellfish, anniversary March 14). Tags follow them — the next time they book, your KDS sees the allergy on the ticket and the host stand sees the anniversary note. - 3
Build segments
Segments are saved filters: VIPs (10+ visits), at-risk (no visit in 60 days), birthday this month. Segments power the marketing tools — promo codes can be locked to a segment, loyalty tiers can auto-promote into one. - 4
Review LTV by segment
The dashboard shows lifetime spend per guest and per segment. Pair with the “at-risk” segment to know exactly how much revenue is on the line if you don't win them back.
Gotchas & tips
Email + phone normalize on save (lowercase, strip spaces). Two profiles for the same guest usually mean two different emails. Use the merge tool on each profile's overflow menu.
Free + Starter don't include CRM. The data is still being captured under the hood (so when you upgrade, history populates instantly), but the UI is locked.
Related features
Try it in your dashboard
The fastest way to learn is to click through it once with your own data. Sign in and follow along.
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