Retreat Guru Features
Learn more about Retreat Guru's features to discover how our software will make your operations more efficient.
Add conditional questions to your registration forms that only appear when specific information is entered.
Easily accept registrations for more than one person while still keeping track of each individual.
Create secondary forms to help you easily collect all the participant information you need.
Specific Date Ranges for Bookings
For Fixed Date programs, you can set the start and end dates for your programs along with the “list until” date when registrations are closed. For Flexible Date programs, guests can choose their start and end date while you set a specific booking range.
Minimum Lengths of Stay
Set a minimum number of nights required in order for bookings to be made.
Exclude Dates to Start a Stay
Exclude certain days where a guest can NOT start their stay, restricting start dates to certain days on your calendar.
Custom Registration Statuses
Create custom statuses for registrations based on the different stages of your booking process. Statuses can include “Payment Required”, “Payment Received”, “Canceled”, and more.
Capture Leads from Abandoned Registrations
Keep track of people who started registering for a program, but never finished. Their information is collected so you can reconnect with them.
Printable Participant Rosters for Programs
Automatically create guest rosters for each program and share the important registration details amongst your team.
Enable Wait Lists
Automatically turn on a Wait List to continue collecting registrations after you reach max capacity. Give these bookings first priority if a spot opens up.
Highlight Registrations With Flags
You can color code registrations based on your operational need. You can flag each person to highlight information about them such as whether that person has a balance due, is blacklisted, has special needs, etc.
Exclude Guest Type From Max Capacity
Easily exclude certain types of registrations (such as a teacher or renter) from the max capacity of your programs.
Registration Data Permissions
Control which members of your team can access guest responses to certain registration questions by setting admin user roles.
Registration Reporting Options
Decide whether to include or exclude individual registrations in different reports. This includes kitchen reporting, per program meal reporting, arrival reporting, and arrival/departure quick links in the registration list.
Provide guests with a view of their past, present, and future registrations with the option to easily add an event to their personal Gmail or Outlook calendar. The portal also allows guests to view their guest statement, see any balance due, and easily access links for online programs.
Early Bird Pricing
Offer participants multiple time-based offers depending on how early a booking is made to get more registrations in advance.
Set custom pricing for different times of the year (or for future years). You also have the ability to modify seasonal pricing for each program.
Weekend and Weekday Pricing
Set custom pricing based on different days of the week since weekends can be a popular choice among guests.
Sliding Price Scale
Offer a guests a price range they can choose from when booking a program.
Itemized Pricing Packages
List out individual components that make up the package price for your programs. These specific items could include meals, admin costs, material fees, specific program costs, etc.
Limits on Discount Codes
Control how many times a discount code can be used across all of your programs.
Program-Specific Discount Codes
Set specific discount codes that are available on a program-by-program basis.
Exclude certain types of transactions from being included in discount codes
Limited Time Discount Codes
Offer time-based discount codes that will expire if not used during the allotted period.
Special Pricing for Extra Nights Booked
Offer different prices based on the number of nights someone books a retreat for each room type.
Program-Restricted Room Blocks
Section off certain rooms for specific programs so you never have to worry about double booking.
Program Planning Notes
Add custom notes to your programs to help with planning and executing them.
Customize Registration Form Fields
Customize your online registration forms with custom notes and headers on a per program basis.
Fixed Date and Flexible Date Programs
Choose whether you want to offer guests either Fixed Date and Flexible Date programs.
Custom “Thank You” Pages for Form Registrations
Direct guests to custom “Thank You” pages attached to the form used for each registration.
Have certain programs require a password in order for guests to register for it.
Automatically create diet-based Meal Reports for your kitchen to stay prepared for each program.
Program-Based Meal Plans
Offer different meal plans for each of your programs.
Block off certain rooms to only be assigned to staff members.
Room Bookings Chart
This provides you with a helpful overview of the guests staying with you, including helpful icons based on their gender or group. You can also indicate whether they have another stay with you on the same calendar.
Venue Booking Calendar
Easily see all of your room and program bookings in a calendar view.
Use the Occupancy Report to get a better sense of guest arrivals and departures.
Use the Housekeeping Report to easily keep track of Arrivals, Departures, and the main essentials for getting each room ready. Always know when guests come and go to have your team ready to prepare rooms quickly.
The Changes Log
Automatically keep a record of all the changes made to registrations, programs, transactions, and more by anyone one your team.
Google Tag Manager
Easily integrate your retreat management system with all Google properties.
Never overbook a room by making sure participants always see what’s available during registration.
Offer Flexible Room Types
Sell the same room as a single, double, or triple depending on who books it first.
Room Availability Summary
At the top of the Room Bookings view, you are able to see a summary of any available spaces during a certain date range.
Collapsible Room Display
On the Room Bookings view, you can show or hide rows of rooms, to display them only summary by Room Type.
Switch Guest Rooms
Easily manage guests who want or need to change their room during a stay.
Exclude Certain Rooms When Reporting
Exclude certain rooms from being included when running the Occupancy Report or looking availability numbers on the Room Booking page.
Accept Rentals Inquiries
Accept inquiries from other retreat leaders to rent your space and automatically create quotes.
Manage Rental Contracts
Automatically create rental contracts that can be sent to people looking to rent your space.
Event Group Leader
Allow a single person to pay for an entire group and give them the authority to manage the registration. They will receive a single guest statement/invoice.
Remote Registration Form for Group Leaders
Give an Event Group Leader the ability to manage their group’s registrations without needing to login to Retreat Guru. They can add, assign rooms, remove items, and make edits. You can also prevent group leaders from overfilling rooms with too many people. Offer the option to auto-email guests that have been added by the event organizer to collect follow-up information.
Maintain a simple database with all your organizational contacts. You can add these contacts to different programs and rentals as needed.
Convert your meeting spaces into venues that can be assigned to different programs for more efficiency.
Banquet Event Order (BEO)
Create a printable Banquet Event Order (BEO) that can be distributed amongst your team to help with event planning.
Include a Custom Number of Meals with Registrations
Specify which days and meal periods will be included for guests when they register.
Give your team the option to include extra meals that are not connected to particular registration or program. This can be to account for staff, walk-ins, special groups, etc.
Program Tasks and Statuses
Create custom program statuses and assign different tasks to keep track of the different stages in your program planning process.
GL (General Ledger) Codes for Transaction Categories
Assign General Ledger (GL) codes to your transactions to assist with accounting and finance processes.
Apply Taxes on Transaction Categories
Automatically have taxes calculated for the custom transaction categories you set up.
Manage Personal Credit
Easily give and keep track of any program credits that have been allotted to participants, volunteers, and staff.
Suggested Donation Pricing
Automatically provide guests with suggested donation prices when they fill out your registration forms.
Scheduled Payment Transactions
Schedule when transaction payments will appear on a guest’s monthly bank statement.
Credit Card Fee
Add an extra small fee for guests if they decide to pay with a credit card.
Track Alternative Payment Methods
Track all types of payments made outside of credit cards, including checks, cash, debit, or e-transfer.
Schedule Instalment Payments
Schedule automatic monthly or quarterly payment plans for a program and provide this option to guests during registration. Payments with be automatically charged to the credit card on file.
Offer Optional Add-Ons
Allow participants to buy optional add-ons such as massages, airport shuttles, and more.
You can create and send statements to guests through your Retreat Guru dashboard.
Collect optional gratuities from guests during the payment process after they receive their statement.
Add Items with Speed Keys
Create short codes for your most popular items to make it easier for your staff to add items when preparing guest statements.
The Accounting Report gives you all the essentials needed for making journal entries in your accounting system. Revenue is realized and reported when the stay occurs or the item/service has been delivered, regardless of when the payment is made.
Maintain integrity and prevent users from editing transactions after the specified date for when revenue is realized.
Send Pre-Arrival Emails to Guests
Allow automated emails to be sent to guests from Retreat Guru at whatever time intervals you choose before your retreat begins.
Send Post-Departure Emails
Create emails that can be sent to participants after your retreat ends.
Events Hosted Online
Automatically create web pages where participants can gain access to your online content.
Expansive API Integration
Use Retreat Guru API to connect with other tools and systems including Webhooks.