Text Customizations

Create custom titles, headers, footers, button names, note fields, and more.

The Program functionality within Retreat Guru can be used in many ways - retreats, events, private hotel-like stays, packages, gift certificate sales, application forms, rental inquiries, residential and online programs, and more.

To best fit each use, you may wish to modify the content of titles, headers, footers, buttons, notes, and other areas. How? With text customizations!

This article covers tex customizations related to the following:

Most text customizations can be configured globally - as the default for all programs - and customized at the program level (on a program-by-program basis).

If you customize the text globally and customize the same text field on a program level, the program level text will take precedence over the global setting. 

In each section below, we'll cover the global settings first, and then we'll describe how to make text customizations for a specific program.

Program description pages

In addition to editing a program description and leader biography, you can customize certain fields in the sidebar on the program description page. You may also add a footer below the About the Leaders section.

The sidebar information may be configured only on the program level. The footer may only be configured globally.

See also, Configure a New Program and Configure a Program Hosted Online.

The image below shows a sidebar with key information about the Come Alive program, and a footer that includes the address and other information for the sample center Drala Yoga.

Global text customizations

A Programs pages footer may be configured globally at Reg Settings > General > Headers and Footers. The Programs pages footer may not be configured at the program level - it may only be customized globally, for all programs.

When configured, the Programs page footer (shown in red below) will appear below the About the Leader section. The custom text is shown in red for clarity. By default, the text on your site will appear in black.

Program-level text customizations

Program information display page

Customize program information for a specific program at Programs > (choose a program to edit) > Edit Program > Information.

Customizations at Edit Program > Information will appear for that program only. The custom text is shown in red for clarity. By default, the text on your site will appear in black.

Program information display page - price title and base price amount

For programs that use the package builder pricing option, you may choose to display the base price (the package builder total, not including lodging) in the right-hand sidebar on the program information display page.

You may also customize the Price Title.

These fields are shown in red in the image below.

If you wish to show the base amount on the program description page, go to Reg Settings > Theme > Programs and check the box next to Show base amount.

To customize the Price Title, go to Programs > (choose a program to edit) > Pricing and scroll to the bottom of the Lodging prices section.

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Registration forms

You may modify titles, headers, footers, buttons, notes, and other areas to best suit a specific type of Program. For example, you may wish to display different text for retreats, events, private hotel-like stays, experience packages, gift certificate sales, application forms, rental inquiries, residential stays, online programs, and other types.

Here's a sample registration form with text customizations.

In most cases, these text customizations can be configured globally - as the default for all programs - and customized on the program level. Let's consider the global options first.

Global text customizations

The images below show registration form text customizations that may be configured globally - as the default for all programs. The custom text is shown in red for clarity. By default, the text on your site will appear in black.

Clicking Continue to expand the other sections in our example, more text customizations appear in red.

The Donation section shown below will only appear if donations have been enabled for this program.

The Payment section shown below will only appear if payments have been enabled for this program.

Registration form headers and footers

Go to Reg Settings > General to make global customizations to headers and footers. 

Registration form titles

Go to Reg Settings > Theme > Programs to make global customizations to registration form titles.

The People Title will appear only if multi-person registration is enabled and the person registers more than one person on the registration form. See the Program level text customization section later in this article for an example showing the Additional People option on the registration form.

Registration form notes

Go to Reg Settings > Theme > Programs to make global customizations to registration form notes. 

The People Note will appear only if multi-person registration is enabled and the person registers more than one person on the registration form. See the program-level text customization section below for an example showing the (additional) People option on the registration form.

Program-level text customizations

The images below show registration form customizations that may be configured at the program level. The custom text is shown in red for clarity. By default, the text on your site will appear in black.

The customizations marked Global may be configured on a global level only.

Clicking Continue to expand the other sections in our example, more customizations appear in red.

The People section shown below will appear only if multi-person registration is enabled and the person registers more than one person on the registration form.

The Another Section shown below was created using a custom Question with Input Type of Heading separator. The Sub-section with the horizontal rule as shown in the image above was created using a custom Question with Input Type of Message (HTML). To create the horizontal rule, the HTML element <hr> was entered in the Help Text for the Sub-section Question.

The Donation section shown below will only appear if donations have been enabled for this program.

The Payment section shown below will only appear if payments have been enabled for this program.

Configure customizations for the registration form for a specific program at Programs > (choose a program to edit) > Edit Program > Information > Program Information > Text Customizations > Registration Form Titles.

And at Programs > (choose a program to edit) > Edit Program > Information > Program Information > Text Customizations > Registration Form Notes.

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Registration thank you pages

By default, a registration thank you page will be displayed when your guest has successfully completed their registration. The custom text is shown in red for clarity. By default, the text on your site will appear in black.

Global text customizations

Go to Reg Settings > General > Headers and Footers to make customizations for the registration thank you page header and footer.

Go to Reg Settings > Theme > to make customizations for thank you title and thank you text.

Program-level text customizations

Customize the text displayed on the thank you page for a specific program at Programs > (choose a program to edit) > Edit Program > Registration > Text Customizations > Registration Thank-You Page.

The image below shows a registration thank you that uses basic HTML and styling to further customize the page.

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Remote registration form

Add custom header text to the bulk registration form (also known as the Remote Registration for Group Leader feature).

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Waiting list forms

When a program reaches capacity, the add me to the waiting list form will be displayed in lieu of the registration form. The custom text is shown in red for clarity. By default, the text on your site will appear in black.
 

Global text customizations

Go to Reg Settings > Theme > to make global customizations for the waiting list.

Program-level text customizations

Go to Programs > (choose a program to edit) > Edit Program > Registration > Text Customizations > Wait List Customizations to make program-level customizations.

Waiting list thank you pages

Upon successful completion of an add me to the waiting list form, a thank you page will be displayed. The custom text is shown in red for clarity. By default, the text on your site will appear in black.

Global text customizations

Go to Reg Settings > Theme > to make customizations for the waiting list thank you page.

Program-level text customizations

Customize the text displayed on the waiting list thank you page for a specific program at Programs > (choose a program to edit) > Edit Program > Registration > Text Customizations.

 

Guest statement

The guest statement summarizes the registration.
 
When the guest statement is sent via email, it may include an Enter your payment section and the option to add a gratuity. Add a gratuity is part of an advanced features package, and may not be currently available for your center. For more information, use the chat bubble on this page or contact your friendly support guru.

In the image below, the areas outlined in red are available for customization.

The site logo and site URL were configured by Retreat Guru when your site was created - contact your friendly support guru if you wish to change these items. 

You may customize the other items on a global basis, for all programs, or on a program-by-program basis.

Global text customizations

Go to Reg Settings > Theme > Text Customizations to modify the guest statement globally - title, header, footer, notes, and more.

Program-level text customizations

Go to Programs > (choose a program to edit) > Edit Program > Registration > Text Customizations to modify text on the guest statement.
 
 

Link for guest to edit details

Also referred to as the Secondary Registration Form feature.
Centers often utilize a two-part registration process - a few key questions are included in the initial registration form, and a secondary (follow-up) form is used to collect additional information from the participant. This secondary form is accessed via the link for guest to edit details.
The custom text is shown in red for clarity. By default, the text on your site will appear in black.
 

Global text customizations

Go to Reg Settings > Theme > Text Customizations to make global customizations for the guest edit link (the form).

Program-level text customizations

Go to Programs > (choose a program to edit) > Edit Program > Registration > Text Customizations to customize the guest edit link (form) for a specific program.

Guest edit thank you pages

Upon successful update of registration details by a guest (via the link for guest to edit details), a thank you page will be displayed. The custom text is shown in red for clarity. By default, the text on your site will appear in black.
The text that appears on the guest edit thank you page may be only customized globally, for all programs - this text may not be customized at the program level.

Global text customizations

Go to Reg Settings > Theme > Text Customizations to make global customizations for guest edit link (the form) thank you page.

Lead capture opt-in

Also known as the Abandoned Registration Forms or Abandoned Cart feature.

This feature Capture information when web page visitors leave before completing the registration form - discover new participants who've shown interest but interrupted their registration. Reach out, ask why, and encourage them to complete their booking.

The Abandoned Registration Forms feature is part of an advanced features package, and may not be currently available for your center. For more information on this feature, use the chat bubble on this page or contact your friendly support guru.

Go to Reg Settings > Theme > Programs > Display opt-in for abandoned registrations feature and select Yes (Use opt-in) if you require the person to check the opt-in box if they wish to authorize you to collect this information - the need for this option will be based upon the privacy and data use policies in effect for your center.
You may also customize the opt-in text that will appear globally - for all programs.
At the program level, you may choose to use this default configuration or to override your global settings for a specific program. Go to 
When the opt-in is enabled, a checkbox will appear on the registration form. The custom text is shown in red for clarity. By default, the text on your site will appear in black.

Programs hosted online

You may customize the Email Link Text that is associated with the email template code used to provide the link the participant uses to access the online landing page that you created in Retreat Guru.
In the image below, this is shown as Program - email link text.
You may also customize the text that appears on the online landing page. The custom text is shown in red for clarity. By default, the text on your site will appear in black.
Prior to program start date and time a not open yet message will be displayed.
On or after the Access Time set for the event a program open note will appear.

Global text customizations

Go to Reg Settings > Email > Email Template Codes Options to set the global default for the Online Event Page Link. This will be the text displayed when the email template code {{online_event_page_link}} is inserted.
Go to Reg Settings > Theme > Text Customizations > Customize online programs to make global customizations for the open and not open yet text.
When the program is open, the program open note will be used as the text for the hyperlink on the landing page that directs the participant to your online content.

Program-level text customizations

Go to Programs > (choose a program to edit) > Edit Program > Registration > Text Customizations to customize the Email Link Text for a specific program. This text is used for the email template code - the link used by the participant to access the landing page that you created in Retreat Guru.
Go to Programs > (choose a program to edit) > Edit Program > Registration > Text Customizations to customize the open and not open yet text for a specific program.
When the program is open, the program open note will be used as the text for the hyperlink on the landing page that directs the participant to your online content.
  

Leaders and teachers

A snippet of the program leader's biography appears on the program description page. And, the leader is referenced in the registration form sidebar.
The bio snippet:
The registration form sidebar:

Global text customizations

Go to Reg Settings > Theme > Leaders/Teachers to set the global value as Leader, Teacher, or another title. You may also change the word that appears before the Leader/Teacher name in the registration form sidebar.
These values may be configured globally - for all programs. These values are not available for customization at the program level.

Program listing plug-in

See also, Retreat Guru WordPress Plug-in.

If you use the Retreat Guru WordPress plug-in to display programs on your website, you may customize the text used to show availability.

Go to Reg Settings > Theme > Programs > Listing plug-in options to configure.

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Registration Bulk Print Template (Waiver)
Many centers ask their guests to sign a paper document upon arrival. This document is used to confirm details like vehicle license plate number, and indicate acceptance of a release, indemnity, and liability waiver.
Many also ask the guest to confirm the credit card used to make the registration (may be helpful if you are challenged with a chargeback).
Here's a sample 2-page form.
Customize this form at Reg Settings > General > Headers and Footers > Bulk Registration Info. Here's the configuration used to create the sample above.
 In this configuration, we selected the printing style to be Separate page for each registration.
When the printed output exceeds 20 pages, your browser may timeout - the print job may fail. To resolve this issue, you may set the number of Registrations per batch to a lower number.
Go to Reg Settings > Theme > Registration Bulk Print Template (for Waiver) > Registrations per batch. For example, if your waiver is 2 pages long, set the registrations per batch to 10. That will cause 20 pages to be printed per batch. When the batch prints, click on next batch to continue the process.

Printing the waivers

You may print the waivers from the Registrations view.
Note that the option to Bulk Print Template Results (the waivers) will only appear after a filter has been applied to the Registrations view. For example, you might create a filter to show only today's arrivals. As soon as you Apply that filter, the Bulk Print Template Results will appear (bottom left of the page).
 
 

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