topic Re: Customer Notes in Restaurant Operations

Customer Notes

MSPW11 — Wed, 22 Feb 2023 00:45:45 GMT

Is there a way to enter notes on a customer? For example, a customer that needs to pay first when they call an order in. Our old POS system would pop up a message box with 'critical' remarks when that customer was selected on the order screen.

Thanks.

Re: Customer Notes

rcmck — Wed, 22 Feb 2023 00:54:16 GMT

Not at this time, but a workaround would be to just edit the guests name and add something to end of the name that signifies pay first, probably wouldn't use any actual words like pay first since it would print on receipts if configured too, maybe a symbol or something that only staff are aware of.

Re: Customer Notes

MSPW11 — Wed, 22 Feb 2023 14:14:51 GMT

Hi rcmck,

thanks for the help. That is what we are currently doing. Seems like being able to enter notes on customers would be a no brainer....

MSPW

Re: Customer Notes

rcmck — Wed, 22 Feb 2023 21:03:36 GMT

Agree, if you have access to the ideas hub, there is similar request for this there, be a good idea for you and any others who would like this to thumbs up or comment on it there, #228202 Direct Link

Re: Customer Notes

MSPW11 — Wed, 22 Feb 2023 21:15:05 GMT

Hi, I do not have access to that. Is that something that is closed for select users or can anyone access it?

Re: Customer Notes

rcmck — Wed, 22 Feb 2023 21:24:49 GMT

It's in beta but anyone can request to join here: https://docs.google.com/forms/d/e/1FAIpQLSfcw52llD7dE6ru88mMpY1bvtJKFeykQZzV_5F4j2h42Qlelw/viewform

Re: Customer Notes

rcmck — Mon, 06 Mar 2023 19:02:08 GMT

A few days ago I got beta access to a guest book feature that allows guest notes, not sure If they show up on the POS yet, I'll test that later. Just thought I would let you know that it appears to be in the works.

Re: Customer Notes

escoop — Wed, 29 Apr 2026 08:11:16 GMT

Has Toast done anything on this issue? This is a big one for phone orders. When people have burned us in the past by not paying or they consistently order at the wrong location, or they regularly forget to tell us they need gluten-free...all this could be avoided with a popup or customer notes section when the order is called in. Where do things stand on this important feature?

Re: Customer Notes

au79teahouse — Wed, 29 Apr 2026 20:27:56 GMT

Yes, there was an update on this weeks ago. You can now add notes on guest profile through Toast Guestbook. Notes will show up in the guest profile at the top right corner of the pos screen when an phone number is input.

Re: Customer Notes

escoop — Wed, 29 Apr 2026 20:32:30 GMT

Thanks so much. Do you know, can the notes be added from the POS so our staff can do it or do I have to do it on the back end guest profile?

Re: Customer Notes

au79teahouse — Thu, 30 Apr 2026 00:06:35 GMT

So far from what I can see, it can only be done through the back end guest profile. You can probably have your staff to compile a list of guest note and you update it weekly or monthly.

Re: Customer Notes

escoop — Thu, 30 Apr 2026 00:36:50 GMT

Thank you, oh wise one! 🙂

Re: Customer Notes

rcmck — Fri, 01 May 2026 03:06:06 GMT

I still have the old lookup customer, are you seeing the notes with that or do you have this new guest directory? https://updates.toasttab.com/announcements/customer-lookup-has-been-renamed-to-customer-credits

Re: Customer Notes

au79teahouse — Fri, 01 May 2026 04:32:25 GMT

I believe it's the new guest directory.