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- Wellness Retreat Management
- Data model and import order
The tables behind Wellness Retreat Management
Wellness Retreat Management ships with 12 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 12
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Reservations and stays:
Reservations, Parties. Each stay links one guest party to one unit for its dates.
Units and turnaround:
Units. Accommodation with type, capacity and status.
Retreat programs:
Retreat programs, retreat sessions. Programs with lead and capacity; sessions with facilitator and times.
Guest services:
Service tasks. Cleaning, maintenance and guest service work against a unit and stay.
Folio and payments:
Folio charges, Payments. Charges and guest payments against each reservation.
Rates, people and settings:
Rate plans, People, Users, exchange rates. Seasonal rates by unit type, staff linked to user accounts, and effective exchange rates.
Every table, by feature
- Reservations and stays3
- Units and turnaround3
- Retreat programs3
- Guest services4
- Folio and payments3
- Rates and guests3
- Shared and settings2
- Reservations
Guest stays across arrival, occupancy and departure, with rate and status.
Linked to Parties, Units - Parties
Guests and guest groups booking stays at the retreat.
- Units
Accommodation units across the retreat property.
- Units
Accommodation units across the retreat property.
- Service tasks
Housekeeping, maintenance and guest service work raised against a unit and reservation.
Linked to Units, Reservations, People - Reservations
Guest stays across arrival, occupancy and departure, with rate and status.
Linked to Parties, Units
- Retreat programs
Multi-day wellness retreat programs with capacity and program lead.
Linked to People - Retreat sessions
Individual sessions scheduled inside a retreat program with a facilitator.
Linked to Retreat programs, People - People
Team members working in the retreat operation, linked to platform users.
Linked to Users
- Service tasks
Housekeeping, maintenance and guest service work raised against a unit and reservation.
Linked to Units, Reservations, People - Units
Accommodation units across the retreat property.
- Reservations
Guest stays across arrival, occupancy and departure, with rate and status.
Linked to Parties, Units - People
Team members working in the retreat operation, linked to platform users.
Linked to Users
- Folio charges
Charges posted to a reservation folio for the stay and its services.
Linked to Reservations - Payments
Guest payments received against a reservation.
Linked to Reservations - Reservations
Guest stays across arrival, occupancy and departure, with rate and status.
Linked to Parties, Units
- Rate plans
Seasonal nightly rate plans by unit type with minimum stay rules.
- Parties
Guests and guest groups booking stays at the retreat.
- Reservations
Guest stays across arrival, occupancy and departure, with rate and status.
Linked to Parties, Units
Keys and references
A reservation references its guest party and unit; folio charges, payments and service tasks reference the reservation. Sessions reference their program and facilitator; programs reference their lead. People reference their user account. Keep reservation, unit and payment numbers stable from your current system and import by them.
Migration order
- Load Users and People, then Units and rate plans.
- Load Parties for guests with upcoming or recent stays.
- Load confirmed and requested Reservations for the coming season.
- Load upcoming retreat programs and their retreat sessions.
- Load open folio charges and Payments for stays in house, and open service tasks.
- Reconcile bookings and balances with the current system and test permissions before go-live.
Set up Wellness Retreat Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.