Desk Sample data
Sat Aug 22, 2026

Guests

Who needs a call. Who praised us. Sample.

When
Theme

Hot issues

Named people in the file. Draft only. Nothing emailed.

Drew Example

Not called

Food

Skull Creek Dockside · food 2 · service 4 · wait 3 · hospitality 4

Dockside understaffed FOH Saturday. Fish came out lukewarm. Service was fine.

Recovery · Not called

Call Drew before the dinner rush

Morgan Guest Example

Draft ready

Wait

Poseidon · food 5 · service 3 · wait 2 · hospitality 4

Poseidon wait. Anniversary table held — door was slow.

Recovery · Draft ready

Send the wait draft before Saturday door

Avery Example

Called

Wait

One Hot Mama's HHI · food 4 · service 3 · wait 2 · hospitality 3

Mama's patio wait. HHI room faster than Bluffton, still a Saturday line.

Recovery · Called

Avery is on the list. Watch the patio line tonight.

Lee Example

Thanked

Praise

Frankie Bones HHI · food 5 · service 5 · wait 4 · hospitality 5

Riley Example read the table and never rushed us.

Recovery · Thanked

Riley already has the thank-you. Not a recovery.

Robin Example

Not called

Waitsample

One Hot Mama's Garage Bar · food 4 · service 3 · wait 2 · hospitality 3

Garage Bar Saturday line. Robin waited past the hour they were given.

Recovery · Not called

Call Robin before the next Saturday door

Chris Example

Called

Foodsample

SERG Take Out Kitchen · food 2 · service 4 · wait 4 · hospitality 4

Catering pickup. Order was short a tray. Chris flagged it at the window.

Recovery · Called

Confirm the makeup tray landed. Already on the list.

Jamie Example

Draft ready

Hospitalitysample

Nectar Farm Kitchen HHI · food 4 · service 4 · wait 3 · hospitality 2

Patio table felt ignored after the first course. Host never circled back.

Recovery · Draft ready

Send the hospitality draft. Jamie is local.

Pat Example

Not called

Servicesample

CharBar Co · food 4 · service 2 · wait 3 · hospitality 4

Friday dinner at CharBar Co. Checkback never came. Pat asked the bar for the check.

Recovery · Not called

Call Pat. Local, Community Strong.

Taylor Guest Example

Draft ready

Hospitalitysample

Local Legend Brewing Co. · food 4 · service 4 · wait 3 · hospitality 2

Taproom Friday. First hello was late. Taylor stayed; the bartender caught up.

Recovery · Draft ready

Send the hospitality draft. Not a hard recovery.

Find a guest

Lookup by email, then last-10 phone, then name+zip. Try pat.example@example.com, 843-555-0202, or Jamie Example + 29926. No Toast. Nothing sends.

The file

9 named people. Lookup stays in the fold above.

Pat Example

local

pat.example@example.com · 843-555-0201 · 29926

email yes sms yes Community Strong active 3 scores

Rooms: CharBar Co, Coastal Provisions

Friday dinner at CharBar Co

Not called

Recovery · Not called · Call Pat. Local, Community Strong.

Chris Example

local

chris.example@example.com · 843-555-0202 · 29910

email yes sms no Community Strong lapsed 3 scores

Rooms: SERG Take Out Kitchen, Nectar Farm Kitchen Bluffton, Signature Catering & Events

Catering pickup at SERG Take Out Kitchen

Called

Recovery · Called · Confirm the makeup tray landed. Already on the list.

Drew Example

tourist

drew.example@example.com · 843-555-0203 · 29928

email no sms yes 2 scores

Rooms: Skull Creek Dockside, Skull Creek Boathouse

Lunch at Skull Creek Dockside

Not called

Recovery · Not called · Call Drew before the dinner rush

Jamie Example

local

jamie.example@example.com · 843-555-0204 · 29926

email yes sms yes Community Strong active 2 scores

Rooms: Nectar Farm Kitchen HHI, One Hot Mama's Garage Bar

Nectar Farm Kitchen HHI patio

Draft ready

Recovery · Draft ready · Send the hospitality draft. Jamie is local.

Robin Example

local

robin.example@example.com · 843-555-0205 · 29909

email no sms no 2 scores

Rooms: One Hot Mama's Garage Bar, The Rooftop Bar

One Hot Mama's Garage Bar, long wait

Not called

Recovery · Not called · Call Robin before the next Saturday door

Lee Example

tourist

lee.example@example.com · 843-555-0206 · 07450

email yes sms yes 2 scores

Rooms: WiseGuys, Frankie Bones HHI

WiseGuys anniversary

Thanked

Recovery · Thanked · Riley already has the thank-you. Not a recovery.

Morgan Guest Example

local

morgan.guest.example@example.com · 843-555-0212 · 29928

email yes sms yes Community Strong active 2 scores

Rooms: Poseidon, Frankie Bones HHI

Saturday at Poseidon

Draft ready

Recovery · Draft ready · Send the wait draft before Saturday door

Taylor Guest Example

local

taylor.guest.example@example.com · 843-555-0213 · 29926

email no sms yes 1 scores

Rooms: Local Legend Brewing Co.

Local Legend Brewing Co. taproom

Draft ready

Recovery · Draft ready · Send the hospitality draft. Not a hard recovery.

Avery Example

local

avery.example@example.com · 843-555-0214 · 29926

email yes sms yes 2 scores

Rooms: One Hot Mama's HHI

Mama's HHI patio

Called

Recovery · Called · Avery is on the list. Watch the patio line tonight.

Add to the file

Import CSV

Would land on a merge queue. No Toast write. Nothing emailed.

Walk-in