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An account feature toggle must be enabled for your account to use this feature: Allow Guest Identifier Categories

Please contact your NorthStar representative to have this feature enabled for your account.

Summary

To improve ordering speed and ease of use, the order taker can select from a list of guest identifiers for quick guest identification during the order-taking workflow.

Guest identifiers are created in ECM by creating guest identifier categories (e.g., vehicle type) and adding specific guest identifiers within each category (e.g., sedan, convertible, SUV).

The availability of guest identifiers is controlled by area; sites set specific areas to use guest identifier speed screens.

Configuration

See Guest Identifier Categories and Guest Identifiers (ECM)

Basic configuration steps

Create guest identifier categories (example: Vehicle Type)
Add guest identifiers to each guest identifier category (example: sedan, convertible, SUV).
Select areas allowed to use guest identifier speed screens

Create Guest Identifier Categories

Go to Guest Identifier Categories (Categories menu)

Click Add Guest Identifier Category. Enter Name and Description and select Active to make this an active Guest Identifier Category.

Click Save and Edit to edit the category and add guest identifiers to the category.

Add Guest Identifiers to category

There are two options for adding guest identifiers to a category:
- Option 1: Click Save and Edit when adding a Guest Identifiers category. The guest identifiers screen will open.
- Option 2: Go to Guest Identifiers from the Categories menu

On the guest identifiers grid, guest identifiers can be added, edited, searched and moved to change the display order.

Order Entry Documentation > Guest Identifier Speed Screen > image2021-3-18_17-59-47.png

Add: Click Add Guest Identifier.
- Form field opens to add guest identifier; add text, select Active.
- Click Save Changes at top and continue adding guest identifiers.

Order Entry Documentation > Guest Identifier Speed Screen > image2021-3-18_17-52-58.png

Edit: Click the edit (pencil) icon.

Select Areas allowed to use guest identifier speed screens

Path: Sites and Groups > edit a site > Areas

Add or edit an area - Select the options for your site:
- Use guest identifier speed screen - Make guest identifier speed screen available in the area. (Example: Show in drive-thru area but not at table service areas.)
- Use icons for guest identifier selection - Select to display pre-configured color selections and vehicle icons on the guest identifier speed screen for this area.

Order Entry Documentation > Guest Identifier Speed Screen > image2021-9-14_17-6-34.png

Optional: If the Area setting Enable text messaging is selected in ECM, a mobile number can be entered on the guest identifier screen .

Order Entry Documentation > Guest Identifier Speed Screen > image2021-3-18_18-42-54.png

Operational workflow

Overview (details follow)

On the application, click the guest identifier icon to launch the guest identifier speed screen.
Make selections from the guest identifier lists; selections appear in the text field.
Click Save.

Launch guest identifier screen

Tap the guest identifier icon (in tray below check) to launch the guest identifier speed screen.

Other options to launch guest identifier screen:

Order Entry Documentation > Guest Identifier Speed Screen > image2021-11-23_19-10-59.png

Prompt for guest identifier before ordering
- When selected, the guest identifier screen will open automatically after attaching to a location.
- If seat is required and order type does not have a default order type setting, these must first be addressed before the guest identifier window opens
  - Prompt for number in party
    - If Prompt for number in party is selected, the guest identifier window will open after the user enters the number of guests
  - Default Order Type
    - If Default Order Type is None, the guest identifier window will open after the user selects an order type
  - If Prompt for number in party is not selected and a default order type for the location is already selected:
    - After tapping Finalize to close a check, the Guest Identifier window will open immediately on the attached location
    - Drive thru mode: After tapping Finalize, Park Order or Payment Complete, the Drive Thru Orders window is shown. Tap Done on Drive Thru Orders to display the guest identifier window
Guest identifier is required
- If this area setting is selected for the area, the guest identifier screen will automatically pop up following either of these actions:
  - Tap Send Now (either at bottom of check panel or on the flyout menu that appears when the icon is tapped next to the order item).
  - Tap Payment.

Add guest identifier selection(s)

The guest identifier speed screen shown will vary, depending on the settings selected, such as mobile number, icons, text to pay, text to join loyalty, CC-pre-auth, etc.

Variations:

With mobile number and no icons - Options: Select from the categories, enter a text description and enter a mobile number

With icons and text to join loyalty link (guest identifier categories not used) - Options: Tap a color and a type.

Order Entry Documentation > Guest Identifier Speed Screen > image2021-9-28_16-21-18.png

With mobile number, icons and text to join loyalty link - Options: Use any of the elements on the speed screen: choose from categories, icons, enter text, enter mobile number

Order Entry Documentation > Guest Identifier Speed Screen > image2021-9-14_17-13-30.png

Tap a guest identifier from each relevant category (only one can be selected per category); selections will appear in the guest identifier text field and will be highlighted in the list as they are selected.
- User can opt to manually enter a guest identifier from the list using the keyboard, which will select the corresponding guest identifier in the list
Scroll to additional categories by tapping the left or right arrows.

Change selection: Tap a different selection in the guest identifier category.
Delete selection: Tap selected guest identifier to unselect. (Optional: Delete text in guest identifier text field; selection will no longer be selected.)

Order Entry Documentation > Guest Identifier Speed Screen > image2021-3-18_18-36-29.png

Guest Identifier Icons

If using icons for guest identifier selection, tap color and identifier to create the guest identifier:

Order Entry Documentation > Guest Identifier Speed Screen > image2021-9-14_17-24-54.png

A text description can also be added using the keyboard

Order Entry Documentation > Guest Identifier Speed Screen > image2021-9-14_17-27-52.png

Guest Identifier order

When multiple methods are used to enter guest identifiers (keyboard, pre-defined text, color, icon), the guest identifier field will display the information in the following order:
User input (keyboard)
Pre-defined text selection (from guest identifier categories)
Color selection
Icon selection

Order Entry Documentation > Guest Identifier Speed Screen > image2021-9-15_17-45-41.png

Enter a mobile number (if area is configured for text messaging): Tap mobile number field to launch numeric keypad. Use keypad to enter mobile number.

Order Entry Documentation > Guest Identifier Speed Screen > image2021-3-18_18-43-22.png

The guest identifier(s) will be shown below the check panel.

The guest identifier will print on the receipt for easy identification

Order Entry Documentation > Guest Identifier Speed Screen > image2021-9-14_17-34-14.png