Creating manual and dynamic reservation tags

Reservation Tags are used to create and identify custom reservation groupings. Reservation Tags can then be used for filtering and exporting the data later. 

There are two types of Reservation Tags in Commerce7.

  • Manual - reservation tags which are manually added to reservations.
  • Dynamic - reservation tags which are added automatically to reservations. 

Reservation Tags can be added to a reservation after the reservation is made, not during the booking process. 

How Do I Create a Manual Reservation Tag? 

To create a Manual Reservation Tag navigate to Settings > Tags and select the Reservations tab from the menu. Then, select Add Reservation Tag.

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Add a title for your Manual Reservation Tag and select Add Reservation Tag.

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Now that you have created a Manual Reservation Tag you can tag reservations individually to segment them.

Navigate to the Reservations module and select a reservation under the Reservation tab in the menu.

Then, use the drop down menu for Manual Tags on the right side of the screen, to select from a list of your pre-set up Reservation Tags. Select Add.

A reservation can have multiple tags. 

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How Do I Add a Dynamic Reservation Tag?

To create a dynamic Reservation Tag, navigate to Settings > Tags and select the Reservation tab in the menu. Then, then select Add Reservation Tag.

Start with a title and then use the drop down menu under Type to select Dynamic.

You have the choice for customers to match all conditions that are set or one or more of the conditions that are set. 

Use the drop down menus to build the criteria/conditions for your dynamic Reservation Tag. Reservations must meet the criteria/conditions you set in order to be automatically tagged.

To add more than one condition, select Add Option.

 

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Once you have your criteria set, select Add Club Membership Tag.

Dynamic Reservation Tag Conditions/Criteria available:

Reservation Date - this can be used to segment reservations by date.

  • Is greater than or equal to X date
  • Is less than or equal to X date

Created At Date  - this can be used to segment reservations by the date they were booked

  • Is greater than or equal to X date
  • Is less than or equal to X date

Reservation Type  - this can be used to segment reservations by experience

  • Reservation is equal to X
  • Reservation is not equal to X

Meta Data - this can be used to segment reservations that have specific meta data attached to them. The criteria will be based on how your meta data is set up. Learn more about creating custom attributes/meta data for reservations here.

Once you have your criteria set select Add Reservation Tag. The system will back populate through existing reservations and tag the ones that meet the criteria. Any new reservations that meet the criteria will be automatically tagged. 

Filtering/Exporting by Reservation Tag

To filter/export by Reservation Tag, head over to the Reservations and select the Search option on the top right. 

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Next, select the filter button on the right side. Select Tag as the filter and then select the Reservation Tag you wish to filter by. 

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Once you have applied the filter you want, you can click Export to export a spreadsheet of all your club memberships with the specified tag.