Enable SevenRooms in the Customer Hub

Description: Learn how to connect SevenRooms to your Shift4 Dine account to manage reservations, guest profiles, floor operations, and guest marketing.

---

Overview

SevenRooms is a guest experience, CRM, and marketing platform that integrates with Shift4 Dine. When connected, SevenRooms receives transaction data from Shift4 Dine and uses it to build guest profiles based on reservation and spend history.

SevenRooms can:

• Accept commission-free reservations from your website, Google, Facebook, and Instagram
• Build guest profiles using reservation and POS transaction data
• Manage floor plans and waitlists
• Create guest tags and segments based on guest behavior (VIP, Regular, Big Spender)
• Send automated email and SMS campaigns based on guest activity
• Support add-ons, events, and experiences during the reservation process
• Share guest data across multiple locations
• Report on reservation activity, guest visits, and spend

Before You Begin

Confirm the following before starting:

• Shift4 Dine is active at your location
• You have admin access to Marketplace
• You have a SevenRooms account (contact SevenRooms at sevenrooms.com to request a demo and get started)

Important: SevenRooms builds guest profiles automatically using reservation data and Shift4 Dine transaction data. The more reservation and transaction data collected, the more complete guest profiles become.

Once the integration is active, SevenRooms updates guest profiles with:

• Spend and visit history from closed Shift4 Dine checks
• Reservation history and booking preferences
• Tags and guest segments based on guest behavior

New guest profiles become more complete over time as guests make reservations and complete visits. No manual data entry is required.

Step 1: Install SevenRooms From Marketplace

1. Log in to the Customer Hub.
2. Select Marketplace.
   
3. Search for SevenRooms or browse the Reservations & Guest Experience category.
4. Select Install on the SevenRooms app page.
5. Complete the authorization process using your SevenRooms credentials.

After authorization:

• SevenRooms begins receiving check data from Shift4 Dine.
• Existing guest profiles begin receiving spend and visit data.
• No new hardware is required.

Step 2: Configure Reservation and Booking Settings

1. Log in to your SevenRooms dashboard.
2. Navigate to Settings > Venue Details and review your venue information.
3. Navigate to Reservations and configure your booking rules:
   • Booking windows
   • Party size limits
   • Cancellation policies
4. Configure your booking widget and embed it on your website for guest reservations.
5. From Settings> Booking Channels, connect any supported booking channels you use, such as:
   • Google Reserve
   • Facebook
   • Instagram

Reservations from connected booking channels are automatically added to SevenRooms and contribute to guest profiles alongside transaction data from Shift4 Dine.

Step 3: Configure Floor and Table Management

1. Navigate to Table Management.
2. Build or import your floor plan.
3. Configure table names, capacities, and sections.
4. Assign tables to reservation slots and configure turn times by party size and meal period.
5. Verify your floor plan reflects your setup in Shift4 Dine.

This links your reservations, waitlist, and POS into a single operational view for your front-of-house team.

Step 4: Configure Guest Tags and Segments

1. Navigate to CRM > Auto-Tags.
2. Review the default guest tags  (e.g., VIP, Regular, Big Spender, First-Timer).
3. Adjust tag thresholds as needed.
4. Create custom tags for your restaurant, if needed (e.g., wine preferences, dietary restrictions, or occasion types).
5. Use tags to create guest segments for email and SMS campaigns.

Step 5: Configure Automated Marketing

1. Navigate to Marketing > Automation.
2. Enable post-visit email campaigns to follow up with guests after they dine.
3. Configure feedback surveys to capture guest sentiment automatically after each visit.
4. Configure re-engagement campaigns for guests who haven't visited in a defined period.
5. Review and customize email templates to match your restaurant's brand.

Step 6: Test the Integration

1. Create a test reservation through your booking widget or SevenRooms dashboard.
2. Verify the reservation appears in your floor plan and is assigned to the correct table.
3. Close a test check in Shift4 Dine and confirm spend data appears in the guest profile within a few minutes.
4. Confirm that any automated post-visit emails or surveys trigger as expected.
5. Review the guest profile to confirm that visit history, spend, and tags are populating correctly.

FAQs

Does SevenRooms compete for my guests or sell their data?

No. SevenRooms does not remarket to your guests or share their data with competitors. You retain ownership of your guest data and guest relationships.

Can I charge cancellation fees or deposits?

Yes. SevenRooms supports deposits, cancellation fees, and prepaid experiences. These settings can be configured within SevenRooms.

Does SevenRooms work across multiple locations?

Yes. SevenRooms supports multi-location operations. Guest profiles and spend data can be shared across locations, while each location can maintain its own reservation and floor management settings.

How do I get pricing information?

SevenRooms pricing varies by location and feature set. Visit sevenrooms.com or contact SevenRooms directly for pricing information.

Where can I manage or disconnect the SevenRooms integration?

You can manage or disconnect the integration through Marketplace or by contacting SevenRooms support.

Can I still take walk-ins?

Yes. SevenRooms supports both reservations and walk-ins. Walk-in guests can be added to the waitlist and managed alongside reservations.

Need Help?

For SevenRooms support, visit sevenrooms.com/lets-talk or use the in-app support chat within SevenRooms.

For Shift4 Dine configuration, contact Shift4 Support.