Search Reservation Information
- Search is used to locate customer and reservation information, and filter a result list based on common data points of information within the database.
- Search is also used to create lists for targeted marketing email campaigns, create export files and bulk modify results to add tags, or update other information in each customer record.
- To streamline workflows, use the search form to create saved searches for daily routines and fast reporting for metrics, sales and finance.
- To learn all about the Search forms and related tools, begin with this Article >
- The Reservation Search Type is used to create campaign target recipient groups for Reservation Type campaigns. Learn more about Campaign Types in this Article>
Reservation Search Form
To begin a reservation search, navigate to Search > Reservations > Search.
- A basic reservation search should only include one Reservation form with a blue border, to designate information that will be included in the search results.
- To ensure the form is starting by default with blank fields always select Clear Form before beginning a new search.
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Reservation Date
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The selector allows you to search reservations past, future, or specific dates. The default is across All Dates.
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Create Date
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The date the reservation was initially created. This also can be set as a range.
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Created By
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Which User created the reservation.
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Status
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The current status of the reservation in eCellar. The drop down allows for multiple statuses, all or none to be chosen.
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Location
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If your company has multiple locations set for reservation, you can search under each one.
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Station
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Upgrades have been made to Res Mgr/Booking Agents rendering Station somewhat depreciated. |
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Reservation Type
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Individual types of reservations are searchable.
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Host
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Search by whom each reservation is hosted.
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Party Size
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Ability to search by number of guests in a given reservation.
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Taster Count
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Ability to search by number of guests tasting.
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Referral
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Search by reservation referral source.
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Visiting
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Loads the Customer Search form for use of additional fields in Customer Search. Read more about the functionality of customer search
here.
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Allow Email
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Same as above but we call out email criteria here.
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Search Results
The results for each type of search are different. For example, if the search type is for Orders, then the result list will display order information and if the search type is for customers, then primarily customer information will display in the result list.
If more than one form was used in the search criteria, the type of results is based on the type of search performed. For example, if an order search also includes a payment form, the result list type will display order information. To view the payment results information, switch the type of search performed.
There are two ways to change the Search Type:
- Using the Search Type dropdown at the top of the Search page
- Using the Switch Results link at the top of the Search Results page
Learn how to navigate the search results and take actions and view reports in the next Article >
Reservations Results
The list of results will display primary reservation information in a card list view.
From here the results can be switched to customer or connected order records. Learn more about the Search Results Toolbar and Actions here
