News

Feature Updates: June 2016

Apply early bird discounts to your program prices

You can now set dates for early bird discounts to begin and end. You can customize for each program a percentage or fixed amount for the early bird discount you are offering.

Note: this is a premium feature. To see if this is included in your plan, please view our package details. To add this feature to your plan, please contact us at support@retreat.guru.

To find out more, view the help documentation.


Change credit cards on file

You can now add and charge a new credit card to any registration.

To find out more, view the help documentation.

Feature Updates: May 2016

Set a minimum length of stay on programs with hotel style dates

If you’re using allowing guests to choose their own dates (hotel style), you can now set a minimum length of stay.

Add custom transaction categories

If you would like to expand on the standard system categories, you have the ability to create custom categories for items such as meals and spa services. You can also add custom categories for discounts, ex. work-study.


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Custom transaction categories are often used for tracking purposes and for setting taxes. A separate tax rate can be assigned to each transaction category allowing you to set tax rates by program or by item charged.

View the help documentation.

Taxes and discounts now listed in Transactions

Tax amount and discount amount have been added to the column options displayed under ‘Transactions’. Check these off in the ‘Screen options’ to include this data in the table.

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Minimum length of stay for hotel based pricing

When using hotel based pricing, there is a new option to set the minimum length of stay required.

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Search people who have completed one program, but not another

Under ‘People’, you can see who has completed one program (Ex. Level 1 Teacher Training) but has not completed the Level 2.


Multi-person registration is now possible from Admin quick add reg

Centers can now quickly register groups of guests from the ‘quick add reg’ page.

Custom transaction categories

If you would like to expand on the standard system categories, you have the ability to create new categories under ‘Reg Settings’ in the ‘Transactions’ tab.

 

Custom transaction categories should used for tracking purposes and for setting taxes that only apply to certain transaction types. Custom categories can also be used when building the ‘tuition’ portion of packaged prices (within Package Builder).

View the help documentation.

Feature Updates: April 2016

Save columns when saving, editing and exporting reports

When viewing a custom report, click the link to 'Edit report' to make changes to the on-screen and export columns. 

While editing your reports, you can change which filters you are using, and set which columns are to be displayed for each report.

You can also control which columns get exported into your CSV files to remove unwanted columns from your report. Just enter the names of the column headers, separated by commas, and only those columns will get exported.

The next time you run the report the proper columns will show up! saved reports also now show in the filters and reports + area at top of screen.

Change rooms from the Room Booking page

You can now move a guest to a new room right on the Room Bookings page, instead of going to their registration.

Filter registrations based on custom fields that are empty

On registration custom text fields you can now enter EMPTY and it will show you registrations where that custom field is empty.

Email a link for participants to update their registration form

If participants have incomplete data on their registration form, you can email them a link to complete the missing fields (ex. flight information) using the {{guest_edit_link}} shortcode. This shortcode can be sent to an individual participant from the participant dashboard, or send the link to multiple participants through a bulk email.

View the help documentation.

Weekend pricing

In addition to seasonal pricing, you can now add a price adjustment for certain days of the week.  Enter a negative number (-25) to discount the rate on certain days (ex. Mon – Thurs) or enter a positive number (+25) to increase the rate on specific days (ex. Fri and Sat).

View the help documentation.

New template for Guest Payment Request Email

You can now edit the default guest payment request email using the template added to the Email templates under Reg Settings.


View the help documentation.

Edit a discount code for a transaction

When you are using discount codes, and someone submits a Registration, you can now edit the discount amount right in the Transaction.

View the help documentation.

Feature Updates: March 2016

Summarize diet notes on the registrations page

You can now view a summary of guests’ diet notes on the registration page when the ‘show summary’ option is checked.

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Move transactions to another registration

You can now move a transaction to a different registration. This can be useful when some one makes a payment for a program but then they can’t attend and they want to transfer that payment to someone else. People can also pay for price add on’s on behalf of other people.

View the help documentation: https://retreatguru.helpjuice.com/15515-transactions/moving-a-transaction-to-a-different-registration

Bulk email participants with the link to view their statement and pay their balance

You can now send a financial statement to multiple guests, with a link to view their statement and pay their balance using the email shortcode {{guest_payment_link}}.

View the help documentation: https://retreatguru.helpjuice.com/admin/questions/bulk-emailing-a-statement-to-multiple-participants-that-includes-a-payment-form

Color code your programs on the Room Bookings page

You can now customize the color coding of your programs on the Room Bookings page. Color code your programs by things like: status, program type or location.


View the help documentation: https://retreatguru.helpjuice.com/admin/questions/how-to-create-a-new-program

Feature Updates: February 2016

Google Analytics Integration

If you have Google Analytics on your site already, you can easily integrate with the booking app so that you can track when guests land on Registration forms, and once they complete the registration process.

If you are using our Retreat Booking Guru Connect plugin for WordPress then you will need to update your plugin to the most recent version and enable tracking. If you are not using the connect plugin then contact support at support@retreat.guru, and we will help you get it set up.

View detailed instructions on Analytics Integration

Google Analytics Integreation

Multi-Person Registration

A Beta version of Multi-Person registration is currently available for certain packages.

Multi-Person registration allows one person to register on behalf of other guests. The group lead must enter the name and email of the other members in their group.

A separate registration will be created for each member of the group.

The system will generate an automatic email or a link that can be manually sent to the other group members requesting them to enter the rest of the information required on the registration form.

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"Our communication and efficiency has greatly improved with Retreat Booking Guru now that we have the ability to accept credit cards online and schedule automatic notification emails."

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