In Commerce7, setting up Meta Data/Attributes is a way to collect data that is relevant to your business. After creating Reservation Meta Data/attributes, they will appear on reservations and will be included in the Reservation Export.
Reservation Meta Data/Attributes can be used to collection additional data on a reservation such as wine preferences, wine tasted, referral source, etc.
Creating Meta Data for Reservations
- To create an attribute for Reservations, navigate to Developer > Meta Data.
- Click the Reservation tab from the options at the top of the screen and then click Add Reservation Meta Data.
- Select a Title for your attribute.
For an example, you could create an attribute for wines tasted during a Reservation: "Wines Tasted". - Code is just a reference point for doing API calls. You do not need to change this, but you can if you'd like.
- Next select your Data Type. There are 11 different data types available. Learn more about the Data Types here.
- Decide whether or not you want your attribute to be a Required field. If you mark it as Required, every time you make changes to the meta data on the Reservation, you will need to select one of the options before saving.
- Finally you can set the Sort Order. The sort order determines the display order your Reservation attributes will appear.
- Click Add Reservation Meta Data when you're finished building your attribute.
- Now, you can open a Reservation and test it out by selecting the Meta Data tab.
- Choose the correct Meta Data option and Save.
Before You Save, Choose Your Option Titles Wisely!
If you have chosen a 'text' Data Type such as 'Radio', 'Checkbox', or 'Select', make sure to carefully select your option title. Once saved, if you later edit the title, you will only be able to filter using the new title.
Example:
- You have Order Meta Data for "Source" and your options are: Social, Friends & Family, and Google.
- You select the value of "Social" on Order #1012.
- You change your Order Meta Title to rename "Social" to "Social Media".
- Order #1012 that has "Social" selected will not have "Social Media" selected. (This is because the backend doesn't know that "Social" and "Social Media" are the same thing. Since the text doesn't match, it thinks that it's a different value).
- If you filter by the Order Meta Data of "Social Media", the Order with "Social" selected will not be included in the results. (Note that unfiltered Order Exports will contain both).
FAQ
- Oh no! I edited my Option Title after I'd already begun using the old Title. How can I report on Orders containing both the old and new option titles? Unfiltered Order Exports contain both. You can download and sort on the applicable Meta Data column.
- Can I re-order the Options after the fact? Yes! As long as the text matches, there are no issues with changing the display order.