Guests & CRM

A guest is a customer profile in Avero's CRM. The guest database is at /admin/crm (labeled Customers in the app), with a full 360° profile at /admin/crm/guests/:guestId — spend, club membership, orders, notes, and a visit timeline.

Create a guest

New Guest intake is a quick 3-step wizard (from Customers → New Guest, a reservation's Full Intake, or the floor queue's Full Customer Intake):

1. Identity — name, email, phone. Avero soft-checks for duplicates on email; Create Anyway overrides.
2. DOB & eligibility — date of birth (age auto-calculates; underage guests are flagged).
3. Address — then Create Guest.

Quick registration at the host stand is at /reception/new-guest.

Verify ID (ID Scan)

For alcohol service, run the ID Scan (requires camera access and the alcohol-override permission):

1. Barcode scan (the PDF417 on the back of a license).
2. Front OCR.
3. Results comparison — mismatches are highlighted; Apply to Form.

The profile then shows an ID Verification status — Verified (green) or Needs Review (amber). Eligibility badges show Underage (red) or eligible.

Visits, tags & VIPs

The profile timeline tracks each visit and its spend, so you can see a guest's history and lifetime value at a glance. Use tags and VIP recognition to flag your best guests and segment the database for outreach.

Evolving area

Exact tag/VIP controls in the Customers screen are still being finalized for Pilot — this section will get screen-by-screen steps once they're locked.