A video overview of Retreat Guru from an administrator's perspective. For new team members at your center.
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:
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.