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Home > Restaurant > customer onboarding

customer onboarding

Section 1: Pre-arrival Checklist*

Ensure that the reservation system is functioning properly.

Confirm the availability of the requested table and time slot.

Send a confirmation email or message to the customer.

Provide clear directions and parking instructions if necessary.

Offer any additional services or special requests (e.g., wheelchair accessibility).

Section 2: Arrival Checklist*

Ensure that the restaurant is clean and well-prepared for guests.

Greet the customer with a warm welcome upon arrival.

Assist with coat check or storage if available.

Offer a menu and explain any specials or recommendations.

Provide a brief overview of the restaurant's ambiance and facilities.

Section 3: Seating Checklist*

Escort the customer to their designated table.

Ensure the table is clean, properly set up, and comfortable.

Present the menu and suggest suitable options based on preferences.

Inform the customer about any dietary restrictions or allergens.

Offer beverage options and take drink orders if applicable.

Section 4: Ordering Checklist*

Take the customer's food orders, ensuring accuracy and attentiveness.

Provide guidance on portion sizes and any sharing options.

Confirm any additional requests or modifications to the dishes.

Offer information about the estimated wait time for food preparation.

Answer any questions regarding ingredients or preparation methods.

Section 5: Service Checklist*

Regularly check on the table to ensure customer satisfaction.

Offer refills for beverages and promptly clear any empty dishes.

Provide additional condiments or utensils as needed.

Respond promptly to any customer requests or concerns.

Offer dessert or coffee options at an appropriate time.

Section 6: Payment Checklist*

Present the bill to the customer in a timely manner.

Explain any additional charges or gratuity policies.

Offer different payment methods (cash, card, mobile payment, etc.).

Process the payment accurately and efficiently.

Thank the customer for their patronage and invite them to return.

Section 7: Follow-up Checklist*

Collect feedback from the customer regarding their experience.

Address any issues or complaints with empathy and professionalism.

Provide contact information for future reservations or inquiries.

Express gratitude for their visit and encourage them to leave a review.

Follow up with any necessary post-visit actions or promotions.

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