Features List

 

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RetreatTracker

Modern Data Management
for Retreat and Conference Centers

Automates booking processes

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Scheduling of lodging, meeting rooms, meals, refreshments and equipment

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Calculating and booking reservation deposits

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Entering  arrangements based on prior year's similar event with the same group

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Entering "booking events," e.g., due dates for deposits and booking agreement forms

 

Displays booking information

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Available and booked lodges and meeting rooms for ranges of dates, in color-coded grid form

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Scheduling overlaps for lodging and meeting rooms (catches inadvertent over-booking)

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Contact persons for any given event or group

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Daily scheduling summary for food services, housekeeping, and maintenance departments

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Kitchen module gives kitchen staff read-only access to reports on meals and refreshments scheduled

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Tickler list of reminders for events overdue, e.g., deposits and information forms

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Dining room meals scheduled summary by day; warning if new booking exceeds capacity of dining room

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Summary of charges and credits by event

 

Creates professional correspondence and forms

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Booking agreement

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Standard invoice

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Reservation fees invoice

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Customizable letters to group contact person e.g., booking confirmation letter (mail-merge to MS Word)

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Customizable mail merge letters (using MS Word) to selected groups or for selected time periods.

 

Prepares reports for staff, management and board

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Daily facility activity summary showing groups arriving, departing, and continuing, plus any day-use groups;  includes contact name & phone, lodges, meeting rooms, and equipment booked

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Daily food service report (meals and refreshments scheduled, dietary restrictions);

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Lodging and meeting rooms scheduled, including equipment needed and any setup notes

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Event registrations and account balances

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Event Information summary (one-page summary of information on a single event)

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Events List by Sponsoring Group

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Events List by Event Type and Sponsoring Group

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Daily cash receipts and credits

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Center usage statistics summary reports showing guest count, meals served, lodges and meeting rooms booked, and person days, with totals by week, month, and year

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Mailing labels for contacts of selected events or date ranges

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and more!

 

And more!
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Provision for multiple rate schedules for different groups or time periods

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Automated backup minimizes risk of data loss