How to use Advanced Search

Created by Alex Savchuk, Modified on Mon, Oct 14 at 9:35 AM by Alex Savchuk

Advanced Search

Advanced search is a great way to get a list of reservations that match specific criteria. Use Advanced Search to find reservations with:

  • Pending Balance
  • Unassigned rooms
  • All reservations booked in a specific time period
  • Reservations for a specific room class booked by guests via Booking.com
  • All reservations created with a promo code 
  • All guests that have booked in March for stays in November from the state of New York.
  • And many more!

We will go through the field options and some example searches you can run further below.

Search Options

Advanced search allows you to search for reservations by 3 distinct categories of data:

  1. Reservation Info
    General information about the reservation.
  2. Guest Info
    General information about the guest, including:
  3. Marketing info
    General information about the source of the reservation, including:

We will cover each section in further detail below.


You can always combine search criteria from multiple sections to narrow down your search.


Reservation Info

Use this section to find reservations that match reservation-level conditions.


For example:

  • All reservations booked for a specific room class
  • All reservations staying in room 101 for the month of October
  • Reservations with pending balance departing this week
  • Reservations without a payment method, arriving in the next 3 days
  • Reservations booked last week with pending tasks
  • Reservations booked for the Deluxe Suite with add-ons


Combine fields from other categories for granular results:

  • Reservations booked last month by guests from New York or Florida
  • Reservations for the week of 4th of July, booked on Expedia or Booking.com
  • Reservations with pending payment for John Smith, booked via your innRoad Booking Engine


You can find a list of all the Reservation Info fields and the data returned below.



Reservation Info parameters:

Field NameDescription
Stay fromTime period when the guest is staying at the property
Book fromSelect period when the reservation was booked.
Reservation DetailsAdditional filters for reservations:
  1. Unassigned – Reservations without an assigned room.
  2. Outstanding balance – Reservations with pending payment.
  3. Task – Reservations with pending tasks.
  4. No payment method – Reservations where no payment method is set.
  5. Add-on – Reservations with incidentals. 
  6. Pre-Check-in – reservations that completed pre-check-in.
  7. Pre-Check-out - reservations that completed pre-check-out..
Arrivals&DeparturesChoose between arrivals and departures. This option is only available when "Stay From" range is selected.
StatusChoose reservation status, or multiple statuses
Rate PlanShows all active rate plans and supports multi-select
Room ClassShows all active room classes and supports multi-select
Room #Shows all active room numbers and supports multi-select


Guest Info

Use this section to filter for reservations that match certain guest details. 


For example:

  • All reservations booked by John Smith
  • Any reservation booked by a specific email address
  • Any reservation booked by a specific phone number
  • Any reservations for people named Robert from the United Kingdom
  • Any reservations booked by guests from New York


Combine with fields from other categories to narrow down your search results:


  • Reservations booked by John Smith in the last 6 months
  • Reservations booked for the month of January by guests from the UK in the last 3 months
  • Reservations with pending balance booked by John Smith
  • Reservations booked by a specific Account  in the last year

Graphical user interface, application

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Those fields are helpful if you want to segment search results by specific details about the guest. For example, find all reservations from the United Kingdom, or all reservations linked to a Wedding group.


Guest Info parameters

Field NameDescription
Guest NameSearches for primary and secondary guest names.
EmailEmail address associated with a reservation.
PhoneClient phone number associated with a reservation.
CountrySelect country, or multiple countris.
StateSelect state, or multiple states.
Account NameAccount name associated with a reservation
Account #Account number associated with a reservation
Credit CardSearches for the last 4 digits of a credit card
Tax ExemptFilter results for tax-exempt reservations.

 

Marketing Info

Use the marketing info section to find all reservations from a specific source, like an OTA, or that belong to a specific referral or Market Segment


For example:

  • All reservations booked on Booking.com.
  • All reservations booked on Expedia, Airbnb, and your innRoad Booking Engine
  • All reservations booked with a specific referral 


Combine this with Reservation Info Fields or Guest Info fields:


  • All reservations booked via Booking.com in the last 6 months;
  • Reservations booked by John Smith via innRoad Booking Engine
  • Reservations booked on Airbnb by guests from Canada

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Marketing info paramters

Field NameDescription
SourcesMulti-select field to filter by source
Marketing SegmentMulti-select field to filter by marketing segment 
ReferralMulti-select field to filter referral types

 

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