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Restaurant App Customer Notes

March 10, 2025

Description

How to add a customer note to a ticket on the Restaurant app

What's in this article?

Solution: Restaurant

 

Customer notes can be added to a ticket either before or after adding items to the ticket. Notes related to an order, such as instructions on how food should be prepared, can be added directly to the item on a ticket as Special Instructions.

To add a customer note to a ticket

  1. In the Restaurant app, tap the ticket name from the ticket screen.

    Select ticket name
  2. Assign an existing customer to the ticket or create a new customer.

    add a customer to the ticket
  3. Tap Save. The Customer Profile screen displays.

    customer profile dialog
  4. Tap Edit.
  5. Scroll down to the Notes option, then tap Add new note.

    add a note to the customer
  6. Enter the note, then tap Save.

    enter customer notes
  7. The new note will be part of the customer record. 

    view customer note

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