Chat with guests

All guest conversations live on the Chats page. A count on Chats in the sidebar shows unread messages, and on a phone they also appear under Alerts.

Reply to a guest

1. Go to Chats and click a conversation. Use Search to find a guest, or the Closed tab to see closed ones.
2. If you see Take Over, click it. The concierge stops answering.
3. Type your message and press Enter. Click the paperclip to send a picture.
4. To use a saved reply, type / and pick one. Click Manage in that list to add or edit replies. {{first_name}} fills in the guest's first name.
5. To leave a note only your team sees, click the notes button at the top right and click Save Note.

Click the guest's name at the top to open their customer profile.

Send a menu, event, or table

Use the buttons beside the message box while the chat is open.

1. For a menu or event, click the share button. Choose Menus, or Event Link and pick a date, then click Share.
2. For a table, click the armchair button. Pick a date and event, then click an available table.
3. In Payment Details, check the Deposit Amount, or turn on No Deposit. Set Link Expires In (hours) (default 24).
4. Click Review, then Send Offer.

A booking is made and the guest gets a card in the chat. With a deposit, it has a Pay Now button. To let the guest choose a table themselves, click Share Details on the Select Table step instead. Table offers with a deposit need payments connected. See Connect payments.

End a conversation

1. Click End, then End again to confirm. The guest can't send more messages in this chat.
2. Click Close to move it to the Closed tab. On a phone you can also swipe a conversation left in the list and tap Close.