This report can be found on your Toast restaurant admin homepage from any web browser. Please note that it cannot be accessed from a tablet. This report provides information about any customers that have visited your restaurant.
In order to see this report, you must make sure that the employee has permission to access it. These permissions can be found at the bottom of the restaurant admin section of the employee's permissions.
This report is retroactive. This means it will include information on your customers from purchases that took place prior to the release of this feature. You can sort by any of the columns shown below. For example, you can sort the data by phone number to view customer information from specific area codes or by gross amount to determine your biggest spenders. You will also notice that each customer does not necessarily have all of the information gathered. As you collect more information from the customer (such as email address and phone number, for example) Toast will connect this information and consolidate it into one customer account. For example, a user may sign up with their credit card and phone number (for text receipts) on their first visit, but gives only their email and pays with cash for their first online order. This will create two different customers. If the customer uses the same credit card that they used on a previous order, the two separate accounts will be combined and will be viewed as one customer.
The customer segments:
The 1.14 release brought the first segmentation features to restaurants. The first is Frequent visitors. Frequent visitors are calculated by the number of days since they have become a customer and their total number of visits. With this feature, you may find you have customers who have visited 15 times over the course of 3 years. You may also have those who have visited 4 times, but has only been a customer for 4 months. Think of these customers as high rate of visits.
The other segment is based on the average ticket size of the customer. The same principle applies from above. A customer who has spent $1,000 over 200 visits is different from the customer who has only spent $400, but has visited 8 times. Think of these customers as high rate per visits.
These will allow you to target certain types of users based on when they visited. You may want to see only recent visitors for rewarding purposes, for example. Another example would be targeting visitors who have not visited recently to entice them back.
The detail view:
When you click on a customer, you will see a more detailed view of their visits.
- Each of their checks
- Most frequently bought items
- If they are a rewards member
- Their rewards balance
- Total spent
- Average spend
- Number of visits
- Days since their last visit