Creating a retreat on Heallist is a straightforward, structured process, allowing retreat leaders to focus on curating transformative experiences for their attendees.
Note: The Retreats feature is exclusively available with our EMPOWERED subscription plan.
Accessing the Retreats Feature
- Go to your Profile page and click Add Service.
- Select Retreats from the service list, then follow these five simple steps.
Step 1: Add General Information
Start by entering the essential details that define your retreat:
- Title
- Description
- Modalities
- Location
- Photos (upload up to 10 images)
- Co-host (optional)
You can add a co-host who must have a profile on Heallist. Co-hosts do not need an EMPOWERED plan, and you can select them from a drop-down menu. They will receive a notification to confirm their status. Please note, co-hosts cannot access retreat bookings—this is limited to the main host.
Step 2: Add Schedule
Outline your retreat’s daily schedule, including dates and activity blocks for each day.
Step 3: Add Packages
Define the packages available for your retreat, such as Private or Shared Room occupancy, or Early Bird specials. Each package requires:
- Title
- Description
- Fee
- Capacity (how many individual booking spots are available)
- Photos (up to 10)
You can also set a Booking Deadline and create up to 10 different packages.
Step 4: Set Up Payments
Organize payment options by setting up flexible plans:
- Payment Title
- Description
- Payment Due Date (choose from the date picker or select "Upon Booking")
- Payment Percentages (make sure the total for all payments equals 100%)
You can add up to 10 payments.
Step 5: Add More Information (Optional)
While optional, adding these details can enrich your retreat listing:
- Benefits
- Meals
- Amenities
- Other Activities
- What’s Included
- What’s Not Included
Editing and Publishing Your Retreat
Once you’ve entered all the necessary information, you have two options:
- Save as Draft: Return later to edit or finalize your retreat.
- Publish: Once ready, make your retreat live to your audience.
Editing Restrictions: After a booking is made, certain fields such as price, package titles, descriptions, and payment details become uneditable to ensure transparency for clients.
Viewing and Booking the Retreat
On the Retreat Booking page, clients are able to View Packages, Payment Terms and Book a selected package, then provide their credit card details.
NOTE: Each booking request must be approved by the retreat host.
Payment Processing & Security
Heallist supports both PayPal and Stripe for secure payment processing, though each operates slightly differently:
PayPal:
- Initial Payments: Charged upon booking.
- Future Payments: Clients must manually process future payments via their Bookings portal. Automatic email reminders are sent 7 days before each payment is due.
- Payment Failure: If a client fails to submit a payment, both the practitioner and client are notified, and the client has 14 days to complete the payment. Failure to do so results in cancellation without a refund.
- Refunds: By default, refunds are not offered for collected payments in case of cancellation. However, practitioners may issue exceptions through their PayPal account after discussing with the client.
Stripe:
- Automatic Installments: Payments are automatically processed based on the set schedule.
- Payment Failure: If a payment fails, both the practitioner and client are notified, and the client has 14 days to complete the payment. Failure to do so results in cancellation without refund.
Managing Your Retreat Bookings
After bookings are made, you can:
- View Booked Clients: See client details, including packages and payments.
- Track Payments: Monitor payments made and any outstanding amounts.
- Manage Bookings: Filter clients by package for better organization.
- Canceling a retreat: You can cancel a retreat at any time by selecting the Cancel button from the client details window on the Booking page.
Important: If a retreat is canceled after bookings have been made and payments have been processed, all payments will automatically be refunded to clients. If you wish to issue only a partial refund, please contact Heallist Support for assistance with processing the partial refund.
Summary
Heallist’s retreat creation tool simplifies the process of organizing wellness retreats. It gives practitioners full control over their offerings while providing clients with an easy, seamless booking experience. By automating payments and streamlining management, Heallist enables you to focus on what truly matters—creating meaningful, healing experiences for your clients.
FAQs
- How do I manage a retreat with multiple locations?
Currently, each retreat can have one main location. If you are hosting multiple locations for the same retreat, consider adding these details in the description or schedule. - Can I offer discounts or promo codes for retreat bookings?
Absolutely! Visit your Billing page and find the Promo Codes section. You can add a code or multiple codes for the specific retreat listing. - Can I add a co-host after publishing the retreat?
Yes, you can add or change a co-host as long as they have a Heallist profile. Co-hosts will receive a notification to confirm their role. However, remember that co-hosts cannot manage bookings—this access is limited to the main retreat host. - Can I manage my retreat bookings and payments from my mobile device?
Yes, you can access Heallist’s platform from both desktop and mobile devices, making it easy to manage bookings and payments on the go.