Creating Queries for Reservations

This article covers how to create and execute a reservation query and how to create and update an reservation tag with queries.

Create and export reservation lists/segments based on pre-set conditions with the query builder.

The query builder allows you to create lists of reservations based on certain criteria such as reservation history by type or date and more. 

To create queries for orders first navigate to Marketing > Queries > Reservations > select Add Reservation Query.

Step 1: Configure

First, add a Title for your reservation query.

Next, use the drop down menu to choose if you want to create a reservation query that is found in or not found in the subsequent reservation conditions you setup.

Then, use the drop down menu to select;

  1. Reservations with the subsequent conditions you setup
  2. Customers with the subsequent conditions you setup

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Now you can set up reservation conditions by using the available drop down menus. For a list of possible conditions, click here.

Select OR beside the first condition if you want the reservation query to meet one of the conditions you create.

Select Add Another Condition below the conditions if you want the reservation query to meet all conditions you setup.

Once you have your conditions created, select Add Reservation Query. The page will save all conditions that you have created and give you an overview of the query. Once you are content with the conditions you have created, select Step 2: Execute

Note: After saving the reservation query, you have the option to 'stack' another set of conditions to apply to the query. Simply save the Reservation Query and click 'Add Another Set of Conditions.'

Step 2: Execute

Once you have selected Execute, you will see the title of your query and a history of last executed date and last executed count and if the query has previously been executed. 

To execute your query select Execute Query.

A window will pop up with the option to Email a copy of the query results to yourself check off the box accordingly.

It's significantly faster to execute the query and not export (email) the results. You can then add a order tag to the results and work with the results within the admin panel. 

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Create A Reservation Tag From a Query

After executing your query you have the option to create a tag from the results of the query. On Step 2 of your query, select Create Tag from List and enter in a title for your new reservation tag. 

This will create a manual reservation tag and automatically tag all reservations in the query. 

Execute Query Again

Once you have created a query, you can execute the query again at anytime by selecting the query > Step 2: Execute and select Execute Query.

Step 2 will have an overview of the last executed date and time of the query. Once you have executed the query, you can create a new tag or opt to update a current tag by selecting Update Tag From List

The tags you create from a query are automatic, if you execute again and create a new tag from the query, both tags will be on the reservation. 

Updating a Tag from a Query

To update the reservation tag from a query first start by executing the query again by navigating to Step 2: Execute and select Execute Query

Once this is complete select Update Tag From List at the top. 

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Next, use the search field to select the title of the reservation tag you want updated and then select the Update Tag from Query button. 

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The tag selected will be updated with the results of the current query. You can't use the same tag for multiple queries to combine results.

Order Query Conditions Options; 

Query condition options will depend on the primary condition that is chosen

Reservation Type

Reservation Date

Reservation Created


Email Marketing Status 

Lifetime value 

Created At


Birth Month 



Club Member

Order Count

Last Order Date