FINDSY | MAKING HOSPITALITY MEMORABLE What makes a guest note useful? Restaurant: ____________________ Service / date: ____________________ Action owner: __________________ Next review: ______________________ A useful guest note helps the next member of the team make a better service decision. It should be relevant, understandable and grounded in what the restaurant actually knows. WRITE FOR THE NEXT WELCOME Ask what the team needs to do differently. “Guest requested a quieter table for this visit” gives the host something practical to review. Keep the request distinct from a guarantee that a particular table will be available. Use concise language. A long account of a conversation can hide the single detail that matters for service. Notes / next action: _______________________________________________ KEEP THE SOURCE AND CONTEXT CLEAR Distinguish something the guest supplied from a staff observation or an unverified assumption. Include the relevant visit or date where needed, so an old preference does not silently become a permanent fact. When a detail is uncertain, the next step may be to confirm it with the guest. Recording more confidently than the evidence allows can make the next interaction harder. Notes / next action: _______________________________________________ COLLECT ONLY WHAT SERVES A PURPOSE Keep notes relevant to hospitality and the upcoming visit. Avoid speculative, derogatory or unnecessary personal detail. Consider whether a temporary request belongs on one reservation rather than in a lasting guest profile. Dietary, allergy and accessibility information needs the restaurant's appropriate review and access controls. Recording a request does not confirm that the restaurant can accommodate it. Notes / next action: _______________________________________________ REVIEW WHO CAN SEE IT The person greeting a guest may need a practical service instruction without seeing every internal recovery note. Review staff roles and the information appropriate to each workspace. At handover, use the smallest useful summary and retain the fuller context in its appropriate place. Notes / next action: _______________________________________________ HOW THIS CONNECTS TO FINDSY Findsy keeps useful history, preferences and service context close to the guest and booking, with access and optional features governed by the venue's setup. Advanced visit-preparation and party-sharing features need separate availability confirmation. Notes / next action: _______________________________________________ Source: https://www.findsy.ai/resources/blogs/useful-guest-notes-guide Reviewed: 8 November 2026 Adapt to your restaurant and current procedures.