Currently, customer data is very disconnected in how it links to checks, which creates significant challenges for reporting accuracy and syncing with third-party integrations (such as Klaviyo).

At present, the following actions do not attach customer information to a check:

Adding a rewards account to a check

Having a customer “check in” via the guest display

Allowing Toast to match a customer using credit card matching

The only consistent way customer information is attached to a check is through the customer info prompt on takeout orders. When a rewards account is added, the customer details are effectively stored behind a hyperlink rather than being directly associated with the check in a usable way. This makes the data difficult to access, creates discrepancies in reporting, and prevents reliable syncing with third-party systems.

Additionally, customer information and rewards data appear to function as separate entities rather than a unified customer profile, which further complicates workflows.

There is also a significant duplication of effort in daily operations. For example:

If a customer’s rewards account is entered for a takeout order, the system still prompts again for customer information instead of recognizing that the check is already tied to that customer.

If a customer enters their information on the guest display, staff must still look up or re-enter the customer again to apply or redeem points.

This results in unnecessary searching, repeated lookups, and a slower checkout experience.

Suggested Improvement:

Create a unified customer profile where adding a rewards account, guest check-in, or card match automatically attaches full customer information to the check and is recognized across all workflows (ordering, rewards redemption, reporting, and integrations). Ideally, this would be a “one-and-done” process that eliminates duplicate prompts and ensures consistent data for integrations.

Improving this would reduce friction for staff, improve data integrity, and enable more reliable syncing with marketing and reporting tools.