A video overview of Retreat Guru from an administrator's perspective. For new team members at your center.
Last Updated: November 2024
In this video tutorial, we cover the basics of the app to get new employees up-to-speed while providing helpful tips and guidance to those in need of a refresher.
If you are looking for help in specific areas (registrations, lodging, reports, etc) the video has been time-stamped below:
Please Note: This video is older and some features may have changed
What's covered in this video:
Programs (1:51)
- Email templates (6:52)
- Test Registrations (9:40)
- Guest Registration Dashboard (11:21)
- Charging/Refunding a credit card (12:25)
- The proper way to cancel a registration (14:52)
Registrations (16:55)
- Using the registration filters (17:00)
- Saving a filter as a Report (19:10)
Transactions (20:15)
- Using transaction filters (20:20)
- Viewing a single transaction (22:04)
- Screen Options (22:40)
Live-Support & Making Suggestions (23:10)
- How to contact us directly via Intercom (23:15)
- How to suggest a feature/vote on existing suggestions with Receptive (24:30)
Questions (26:15)
- How to re-order your questions (26:20)
- Adding new question (26:40)
Lodging & Rooms (27:27)
- Basics of how lodging types work (27:40
- Basics of how rooms work (29:34)
- Room bookings chart (30:32)
- Room blocks (31:45)
Reg.settings (33:13)
- A quick overview of the different tabs and what they do
We look forward to continuing this journey with you.
If you have questions or comments, contact your friendly support guru.