There may be situations in which you want a guest name to have a diner profile in the POS system/Portal app. Once entered, then this guest can be assigned meal plans and charge accounts the same as a resident or staff diner profile.
To enter a guest name as a diner profile in the POS system, complete the following steps:
- In Touch Admin, select People Management > People. The Diner Management screen appears.
- Click the Add Staff button (this button is currently misnamed in and in future will state Add Person). The New Diner screen appears.
- Enter of select the following:
- Last Name and First Name
- Diner Category (aka People Group) - select the Guests diner category, or the appropriate sub-category if it exists.
- Badge or RFID Tag # - if the guest is to be assigned a scannable badge number or RFID tag, enter it here. Once a badge number is entered for the diner profile, it can then be scanned by a supported barcode scanner.
- Portal PIN Code and Portal - Require PIN reset on next login - if the guest is to use the Portal app, enter the PIN here; see Setting Up PINs for the MealSuite Portal App for information on these settings.
- Diner Image (optional) - upload a diner image of the guest if needed.
- Click the Create Diner button to apply your changes. The screen refreshes with the following sections :
- Meal Plans - allows you to manage meal plans for the diner.
- Point of Sale Charge Accounts - allows you to manage diner charge accounts for the diner. When a diner charge account is set up by your MealSuite customer success manager, it is usually set up to be automatically assigned to diners. If the diner charge account was not set up to be automatically assigned to diners, then you can manually assign it to diners (see Manually Assigning Charge Account to Diner).
- Order History - view details of each purchase record for the diner.
- Bill to Room Transactions - view details of transaction billed to room.