Creating Custom Attributes/Meta Data for Reservations.

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 etc.

To create an attribute for a reservations, first go to Developer section, then Meta Data tab. Then, click Reservation from the options at the top of the screen and then click "Add Reservation Meta Data".

res meta data

Select a title for your meta data/attribute. For an example, I'll create an attribute for wines tasted during a reservation. I'll title my attribute "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. We offer 11 different data types. For this example, I'll use checkbox test area so employees can type the different wine names in the field. 

Decide whether or not you want your attribute to be a required field. 

Finally you can set the sort order. The sort order determines the order your attribute will appear on the reservations meta data tab. 

Select "Add Reservation Meta Data" when you're finished building your attribute.

add meta

Now, you can go over to a reservation and test it out by selecting the Meta Data tab on the reservation. 


Here is a link on How Do I Export Reservations?