Customer intake

Create customer records, assign service leads, and schedule reservations.

This page handles the first hospitality handoff in the Laurel demo. Add a customer, place the reservation on the board, assign a host and service captain, and keep editing the record directly inside the customer cards below.

Create customer Assign host Assign server lead Schedule visit

Add new customer

Customer name Phone Reservation type Date Time Host lead Service captain Table / room Notes

Customer roster

Editable reservation cards

Change assignments and schedule fields directly inside each customer card.

Reservation board

Upcoming schedule

Grouped by day so viewers can understand the hospitality flow quickly.