Customer Service Excellence Checklist
Greeting and Seating
Before seating, the host checks BNB notes for birthdays, anniversaries, allergies, VIPs, and regulars. Flag any allergy notes for the server and expediter before the table orders.
Walk at the guest's pace, seat per the floor plan and rotation, and present menus open. Call out today's 86s and the night's features so the server isn't repeating bad info.
Ask directly at greeting — peanut, tree nut, shellfish, gluten, dairy, egg, soy, sesame are the priority allergens. If yes, the allergen-aware manager on shift owns the ticket from order to pass.
Service and Table Touches
Modifiers entered correctly in Toast or Square — no shorthand the kitchen can't read. Seat positions matched to the order so the runner doesn't auction plates.
Dedicated cutting board, fresh gloves, separate sauté pan, separate fryer where available. Allergen ticket is hand-delivered to expo and called out verbally — never just printed. The certified allergen-aware manager confirms the plate before it leaves the pass.
Server returns within 2 minutes or two bites of the entree drop. Open question, not yes/no — "How is the steak cooked for you?" Anything short of "great" gets the manager involved before the third bite.
Water glasses topped before they hit halfway. BTG wine and cocktails offered for a second round when the glass is at one-third. Bussers own water; servers own alcohol re-orders.
Food and Beverage Quality
Expediter spot-checks plate temp at the pass with a calibrated thermometer on a sample of tickets. Anything below 140°F goes back to the line; the runner does not carry it. Log out-of-range incidents in the line-check log.
Garnish, sauce placement, side, and modifiers all match the build sheet. Common miss: the seasonal sub the kitchen made two weeks ago that FOH still describes the old way.
Manager observes 3-5 cocktails during peak service — jigger use, garnish, glassware. Free pours drive pour cost above target and are the most common variance source on the weekly P&L.
Ambiance and Cleanliness
Manager loop: crumbs on banquettes, spilled drinks, candles burned out, tablecloth replacements, music level, HVAC. Bus and reset turnaround target is 4 minutes for a deuce, 6 for a four-top.
Soap, paper towels, toilet paper, trash, floors, mirror. Initial the restroom log on the back of the door. State health code requires soap and hot water available continuously — empty dispensers are a critical violation.
Lights down two clicks at sunset, music up one notch when covers exceed 60% of capacity. The host stand keeps the dimmer and volume cheat sheet for who-changes-what-and-when.
Problem Resolution
Manager goes tableside within 90 seconds of the server's flag. Listen, do not defend. Restate the issue back to the guest before proposing a fix. Most recoverable complaints are lost in the first 60 seconds when staff argue the facts.
Record table number, server, complaint type, comp or void amount, and the resolution. Comp percentage above 2% of sales for the week is a training signal, not just a cost. Voids over $25 require manager PIN in the POS.
Any suspected allergic reaction — even minor — gets a same-shift call to the GM and a written incident report. If EMS is called, preserve the plate, retain the ticket, and notify ownership before close. This is liability documentation, not optional.
Check-Out and Farewell
Pre-bus the table before dropping. Itemized check verified against the POS — modifiers, splits, comps applied correctly. Guest waiting on a check is the most common driver of low service scores on Yelp and Google.
Host or manager at the door, by name where the reservation surfaced it. Specific invite to return — "See you for brunch Saturday" beats "Have a great night." Regulars get logged in SevenRooms or the BNB notes for next visit.
Manager records covers, average check, comp percent, and any service incidents. Review against the prior week's same-day numbers in Toast or R365. Variance over 10% on comps or voids gets walked through in the next pre-shift.
Use this template in Manifestly
- Restaurant Hiring Checklist
- Restaurant Security Checklist
- Weekly Staff Scheduling Checklist
- Restaurant Closing Checklist
- Manager Daily Walkthrough
- Restaurant Opening Checklist
- Restaurant Employee Termination Checklist
- Restaurant Maintenance Checklist
- Food Safety Checklist
- Server Side Work Checklist
- Restaurant Closing Cleaning Checklist
- Weekly Inventory Management Checklist
- Daily Kitchen Cleaning Checklist
- Pre-Shift Meeting Checklist
- Staff Training Checklist
- Restaurant Opening Checklist
- Restaurant Inventory Count Checklist
- Restaurant Closing Checklist
- Restaurant Equipment Maintenance Checklist
- Food Safety and Hygiene Checklist
- Restaurant Employee Onboarding Checklist
- Front-of-House Operations Checklist
- Restaurant Cleaning Checklist
- Bar Opening and Closing Checklist
- Food Prep Checklist
- Table Setting and Presentation Checklist
- Food Waste Log Checklist
- Workplace Safety and Ergonomics Checklist
- Restaurant Bathroom Cleaning Checklist
- Cash Handling and Management Checklist
- Food Ordering and Receiving Checklist
- Employee Termination Checklist
- Takeout and Delivery Service Checklist
- Morning Prep Checklist
- Perishables Stocking Checklist
- Restaurant Opening Checklist
- Food Allergy and Special Diets Checklist
- Kitchen Closing & Cleanup Checklist
- Restaurant Cross-Training Checklist
- Recipe Consistency Checklist
- Guest Experience Checklist
- Kitchen Deep-Clean Checklist
- Restaurant Safety Training Checklist
- Food Storage Checklist
- Staff Uniform Checklist
- Work Schedule and Shift Swap Checklist
- Table Setting Checklist
- Promotion and Discount Checklist
- Menu Knowledge Checklist
- Restaurant Tax Preparation Checklist
- Staff Training Program Checklist
- Food Presentation and Plating Standards Checklist
- Restaurant Closing Checklist
- Security System Check Checklist
- Beverage Quality Checklist
- Restaurant Insurance Review Checklist
- Restaurant Quality Control Checklist
- Wine and Beverage Inventory Checklist
- Annual Business Goals Review Checklist
- Employee Scheduling and Labor Management Checklist
- Restaurant HR Compliance and Record-Keeping Checklist
- Restaurant Partnership and Collaboration Checklist
- Supplier and Vendor Evaluation Checklist
- Daily Specials and Menu Update Checklist
- Weekly Cleaning Checklist
- End-of-Day Sales Reconciliation Checklist
- Daily Cleaning Checklist
- Prep Station Setup Checklist
- Vendor Order Checklist
- Monthly Maintenance Checklist
- Order Accuracy Checklist
- Restaurant Payroll Processing Checklist
- Restaurant Technology Backup Checklist
- Private Event & Buyout Planning Checklist
- Restroom Refresh and Inspection Checklist
- Reservation Management Checklist
- Guest Complaint Resolution Checklist
- Service Timing Checklist
- Pre-Shift Employee Health Screening Checklist
- Health and Safety Compliance Checklist
- Health Inspection Readiness Checklist
- New Menu Item Development Checklist
- Restaurant Marketing and Promotion Checklist
- Restaurant Reservation Management Checklist
- Restaurant Emergency Procedures Checklist
- Point of Sale System Management Checklist
- Customer Feedback and Resolution Checklist
- Monthly Budget Review Checklist
- Restaurant Permit and Licensing Renewal Checklist
- Restaurant Event Planning Checklist
- Inventory Reconciliation Checklist
- Restaurant Technology Systems Checklist
- Restaurant Remodeling and Maintenance Checklist
- Kitchen Equipment Start-Up Checklist
- Restaurant Sustainability Practices Checklist
- Menu Engineering and Profitability Checklist
- Front-of-House Opening Checklist
- Front-of-House Shutdown Checklist
- Non-Perishables Restocking Checklist
- Food Safety Compliance Checklist
- Portion Control Checklist
- Beverage Restock Checklist
- New Hire Paperwork Checklist
- Restaurant Social Media Strategy Checklist
- Customer Loyalty Program Checklist
- Restaurant Policy Update Checklist
- POS System Update Checklist
- Supply Quality Checklist
- Kitchen Equipment Calibration Checklist
- Restaurant New Hire Checklist
- Uniform and Appearance Standards Checklist
- Restroom Cleaning Checklist
- Restaurant Employee Training Checklist
- Equipment Safety Checklist
- Daily Inventory Checklist
- Daily Prep Task Checklist
- Food Storage and Rotation Checklist
- Server Customer Service Training Checklist
- Guest Feedback Collection Checklist
- Digital Menu Update Checklist
- Taste Testing Checklist
- Employee Performance Review Checklist
- Restaurant Licensing Renewal Checklist
- Restaurant Marketing Plan Checklist
- Monthly Restaurant Inspection
- Server Side Work Checklist
- Front-of-House Operations Checklist
- Table Setting and Presentation Checklist
- Guest Experience Checklist
- Staff Uniform Checklist
- Table Setting Checklist
- Restroom Refresh and Inspection Checklist
- Reservation Management Checklist
- Guest Complaint Resolution Checklist
- Service Timing Checklist
- Restaurant Reservation Management Checklist
- Front-of-House Opening Checklist
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