Tonight’s floor. This week’s books. Every regular remembered.
Reservations, table notes, and guest history in one view. VertaFlow gives your host stand the context your servers wish they had every shift.
Pipeline · Inquiry → Reserved → Seated → Closed → Returning
The status quo
Where restaurant teams lose the most time.
Every one of these is a workflow VertaFlow was built to replace — not a feature we added later.
The reservations book and the loyalty list never meet
OpenTable knows who reserved. Your loyalty app knows who paid. Neither knows it is the same anniversary couple from last year.
Table notes die at the end of the shift
"Allergies, no nuts" written on a host stand sticky note. Tomorrow’s host has never seen it.
Regulars feel like strangers on visit five
No one on the floor knows their name, their usual table, or that they always order the bottle of Sancerre.
Special occasions are missed half the time
Birthday booked three weeks ago, no flag on the cover, no champagne sent, no card. Guest leaves a 3-star review.
Private events live in someone’s email folder
Rehearsal dinner deposit collected via Venmo, BEO in a Word doc, contract on the GM’s laptop. Day-of is chaos.
Loyalty programs require an app no one downloads
You pay a SaaS $300/mo for an app with 47 active users. Most regulars do not know it exists.
How it works
A day in your business, run on VertaFlow.
Five steps from the moment a request arrives to the moment your customer comes back.
- 01
Reservation lands with guest history pre-loaded
Online booking, phone, or walk-in — every cover ties to a guest profile. Previous visits, allergies, preferred section auto-surface.
- 02
Host stand sees the full picture
Tonight’s book at a glance. Birthday flag on the 8pm four-top. Allergy alert on the 7:30 two-top. Notes the GM left after last visit.
- 03
Server gets context before they greet the table
Server view shows the guest’s history, last server, last order. "Welcome back, Mr. Chen" actually means something.
- 04
Visit closes, the profile updates
Check, tip, table turn time, server notes all log to the guest record. Next visit the picture is sharper.
- 05
Regulars get a reason to come back
Birthday a week away? Auto-send a personal note from the GM. Haven’t visited in 90 days? A quiet "we miss you" with a complimentary glass on next visit.
What you get
Built specifically for restaurant workflows.
Not generic CRM fields renamed. Real features mapped to how you actually run the day.
Reservations with guest profiles
Every booking ties to a guest history. Allergies, preferences, special occasions, last visit notes — visible at the host stand.
Floor plan with live status
Drag-and-drop tables, see seated/ordering/check-dropped status at a glance. Servers update from their phone.
Table notes that persist
Notes written tonight follow the guest to next visit. The host stand, the manager, and the server all see them.
Private event manager
Rehearsal dinners, buyouts, corporate lunches — proposals, deposits, BEOs, and the day-of timeline live in one record.
Loyalty without the app
Built-in points or visits-based program tied to phone number. No download. Regular swipes their phone at checkout, points stack.
Automated guest re-engagement
Birthday cards, "we miss you" outreach, post-visit thank-yous — set the rules once, the front of house stops doing it manually.
Reservation reminders that cut no-shows
Day-before and day-of email reminders with one-tap confirm or release. No-show rate typically falls 30–50% in the first month.
Import your guest history
Bring guest records in by CSV from whatever POS you run today, and export them back any time. Your data lives in real Postgres — it is always yours to move.
Plays nicely with
Your existing stack stays.
Native connections plus a real REST API and webhooks — wire VertaFlow into whatever your restaurant team already runs.
Outcomes our customers report
The numbers that move when the workflow tightens.
no-show rate after enabling day-of email confirmation
repeat visit rate when regulars are recognized by name on the floor
average annual private-event revenue captured by hosts who would have lost the lead
Frequently asked
The questions restaurant teams actually ask before they switch.
› Does this replace OpenTable or Resy?
You can run both. Many restaurants keep their booking channel and use VertaFlow as the CRM layer that unifies guest history across channels.
› How does the loyalty program work without an app?
Guests join by phone number — at the table, at checkout, or from a QR code on the menu. Points or visit credits live in their profile and can be redeemed by your team in seconds.
› Can servers see guest notes from their phone?
Yes. Server view on mobile shows the cover’s history, last server, last order, and allergies. Read-only by default, with manager-controlled edit permissions.
› What about multi-location operators?
Guest profiles unify across locations. A regular at your downtown spot walks into your uptown sister concept and the host already knows them.
› Does it handle private dining BEOs and deposits?
Yes. Build BEO templates, send the proposal, collect deposits via Stripe, and the day-of timeline auto-builds for your event captain.
› How do birthday and anniversary automations work?
Guest enters their birthday during reservation or loyalty signup. Seven days before, your chosen workflow fires — an email or a flag on the next visit they book.
› Will it sync with my POS?
There is no live POS sync today. You can import guest history by CSV from any POS and export back any time, and every tenant gets a real REST API and webhooks to wire up a custom feed. Stripe handles payments natively.
› Can I see my floor in real time during service?
Yes. Live floor view with table status (seated, appetizer, entree, check) updated by servers from their handheld. Managers walk the floor with the picture in their pocket.
See VertaFlow with the Restaurant template loaded.
Start free — 30 days, no card. Import your guest list and reservations in under an hour.
VertaFlow Free $0 · VertaFlow Pro $19/mo · VertaFlow Multi-Site $199/mo — paid tiers include 30 days free, no card — 60 with a card.