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Guests Using a Resident's Meal Plan (for POS Dining Rooms)

Kevin U
  • Updated

Overview

For a POS dining room location, a resident meal plan can be configured to allow a guest to charge meals against it. If so, then the workflow on the POS is as follows:

  1. When a guest is seated (i.e., assigned), the system asks if the person is the guest of a diner. 

    assign_guest.png

  2. Upon clicking Yes, the Select Resident Account for Guest Billing popup appears to select the resident whose meal plan will be charged. 

    assign_guest2.png

  3. When a resident's meal plan is selected for the guest, the resident's name appears at the top of the order summary to indicate the guest meal is being charged to the resident's meal plan. 
    assign_guest4.png

  4. If wanting to change to a meal plan of another resident, then the POS operator can do so by tapping the edit icon and selecting the new resident. 
    assign_guest_edit.png

    change_resident.png

  5. If wanting to remove the guest from the currently-assigned resident meal plan, then the POS operator can do so by tapping the edit icon and tapping the Remove Guest of Diner button. 

    assign_guest_edit.pngremove_guest_of_diner.png

Enabling Guests to Use a Resident Meal Plan

To enable a guest diner to use a resident's meal plan, please reach out to MealSuite Support. If you are MealSuite Support, refer to the following internal article to enable guest diners to charge a meal plan: Enabling Guests to Use a Resident Meal Plan (INTERNAL).

Tracking Guests Who Use a Resident's Meal Plan

You can use the Payment Transactions report to track how many guests use a resident meal plan. The report provides a breakdown of payment transactions, including meal plan transactions. Each transaction lists the diner who covered the transaction. If a guest had used the diner's meal plan, then the text Guest in parentheses is displayed below the diner name (screenshot below). 

payment_transactions_report_guests.png

By exporting the report to an Excel® file, the word Guest is listed in the Diner First Name column. which therefore allows you to filter the column by guest transactions to tally how many guests used a resident's meal plan. 

payment_transaction_excel.png

To filter the column by only guest transactions:

  1. Select the header row (i.e., the top row with the column titles).
  2. Click the Sort & Filter button in the ribbon bar (2) and select Filter (3). Each column header is then presented with a down arrow.
    filter_guests.png
  3. To filter only Guests in the Diner First Name column, click the down arrow of the column header and clear the names so that only Guest is selected, and then click OK (first screenshot below). Only guests are listed in the column (second screenshot below). 
    filter_guests2.png     
    filter_guests3.png

FAQs

If a product is set to be automatically when a meal plan is used, will that product also be added if a guest uses the meal plan?

No. A product that is set to be automatically added when a meal plan is used will not be added for a guest diner.