What fields should a restaurant CRM include?
Start with contact details, visit count, lifetime covers, tags, preferences, allergies, notes, source, last visit, and follow-up opportunities.
Spreadsheet template
Restaurant CRM Spreadsheet Template
A spreadsheet is a useful starting point for guest data when a team is moving away from notebooks. The goal is to structure what matters before graduating into an integrated restaurant CRM.
Downloadable template
First name,Last name,Phone,Email,Tags,Preferences,Allergies,Last visit,Visit count,Lifetime covers,Notes,Next follow-up Avery,Chen,+1 555 0101,[email protected],VIP; Patio,Corner booth,Shellfish,2026-07-01,8,22,Prefers early seating,Birthday inviteDownload template
Use cases
- Standardize guest notes before importing into CRM.
- Train staff on what profile details are useful during service.
- Audit duplicate guest records and missing contact information.
Examples
- VIP list: segment regulars, private dining prospects, and recovery guests.
- Preference tracking: record seating, allergies, favorite drinks, and occasion notes.
- Follow-up planning: identify lapsed guests or high-value birthdays.
Related resources
FAQ
Questions about restaurant crm spreadsheet template
Is a spreadsheet enough for restaurant CRM?
It can help early teams organize data, but live service benefits from profiles connected to reservations, waitlist activity, and messaging.
Can GetReserve replace the spreadsheet?
Yes. GetReserve guest CRM connects profiles to reservations, waitlists, notes, preferences, and visit history.
GetReserve
Move from static spreadsheets to live guest profiles built from every booking and visit.
Connect direct reservations, waitlists, guest CRM, floor plans, reminders, and analytics in one restaurant operating system.