Author: Olivia

Accounting Report Updates

We have made some improvements to our accounting reports and the underlying calculations around revenue for programs and registrations. This update makes our revenue calculations for programs and registrations more accurate but has changed some behaviour related to: 1) Cancelling a group lead’s registration, 2) Removing of “Revenue Dates” from the transaction filters, 3) Locking down registration cancellation.

Cancelling a group lead’s registration

Sometime people register for a retreat as a group, like a mom registers for herself and her spouse. Or a visiting teacher renting out your retreat center registers all their students for the retreat, on their behalf. In these cases the mom, or the visiting teacher become the “Group Lead”.

Before

When a member of your center staff cancelled a “group lead’s” registration using the “Cancel Registration” button, the system would

  1. cancel all transactions on the group lead registration
  2. set the status of the leader to cancelled
  3. set the status of all group member registrations to cancelled as well.

The system would NOT cancel the transactions under the group member registrations, resulting in confusing revenue numbers for certain programs.

Now

When a member of your center staff cancels a “group lead’s” registration using the “Cancel Registration” button, the system will

  1. Cancel all transactions on the group lead registration
  2. Set the status of the leader to cancelled
  3. NEW cancel all transactions on the group lead registration
  4. Set the status of all group member registrations to cancelled

If you only want to cancel the group lead, and not cancel the remaining group registrations then, separate the group lead from the group before canceling their registration.

Removal of “Revenue Dates” from the transaction list filter

After talking to many accountants and bookkeepers we’ve improved our revenue calculations. The “Revenue Dates” filter on the transaction list is no longer an accurate representation of true revenue earned during a time period so we have disabled this filter on our transaction list.

Centers using our Accounting Report feature will now be presented with a “Realized Dates” filter which provides a more accurate filter. If you’re looking for the new & improved alternative to Revenue Dates reporting and are interested in being in our pilot for the Accounting Report, please get in touch with us.

Locking down registration cancellation

(Only for centers in the Accounting Report & Accounting Mode pilot)

To ensure accurate accounting reports, staff members without the accounting mode override permission are no longer able to manually set a registration status to ‘Cancelled’ or set the registration status for a cancelled registration to active again.

Staff members with Accounting Report override access can still utilize the “Cancel Registration” button within a registration to properly cancel a registration. Staff members with the accounting override permission will still be able to manually set the registration status as usual if necessary.

Abandoned Registrations Tracking & Follow up

Want to connect with more potential customers?

Ever wished you could follow up with potential retreat guests who began filling out your registration form, then suddenly disappeared off the face of the earth? Now you can!

Why we built this

A lot of fear can come up when guests are getting ready to pull the trigger and officially sign up to go on retreat. Going on retreat isn’t easy, especially for first time retreat-goers. It’s a big decision and a big purchase.

Often someone will start filling out one of their registration forms and abandon it without completing when this fear comes up.

We’ve created the Abandoned Registrations Feature so you can track and follow up with those almost-customers (via email or phone) and encourage them to come on retreat with you and finish their registration.

Learn more about the Abandoned Registrations Tracking & Follow up Feature  

Note: this functionality isn’t included in our base plans but can be added as part of our Sales & Marketing Booster. Check out our pricing page or contact us to learn more.

Team Members

Manage the user accounts and permissions for your team members

Now retreat centers using Retreat Booking Guru have control over their user accounts.
You can now create, edit or remove team members from your Retreat Booking Guru account; see a full list of who on your team has an account set up already, add new team members as they join your retreat center, Remove old users etc.

Add a photo, title & description to optional items

A better way to up sell customers when they register for your retreat

Now you can add a photo, title and description to optional items you sell on your registration forms.

Show off your spa treatments, optional excursions and airport transfers on your registration form. When your guests are already in the context of buying a retreat and are filling out your registration form you can show them other experiences they might want to add to their retreat to make it even better.

You can easily update optional items in the pricing section when editing or creating a program. For more info on how to use optional items, check out this help article.

This feature was requested (voted on) by 23 customers so we built it. We encourage you to add your voice to other feature requests by clicking on “Suggest a Feature” in your Retreat Booking Guru account.

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