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- Wellness Retreat Management
- Get started
Get Wellness Retreat Management running in four steps.
Start with one season's units, rates and bookings.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Wellness Retreat Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Wellness Retreat Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Download Proto and describe your retreat, your team and the first process you want to run.
Prepare the first operating cycle
Start with one season’s units, rate plans and bookings, and run a month of stays live before adding program capture.
- Unit list with numbers, types and capacities.
- Seasonal rate plans with minimum nights.
- Upcoming bookings with guest details, and open folios.
- The program calendar and the people who will use the system.
Review before release
Two guests cannot hold the same unit on the same night. A draft charge is never treated as paid, checkout uses confirmed payments only, and a unit is not available again until inspection passes. Reconcile bookings and balances with your current system, invite the team with their roles and release the reviewed configuration.
Set up Wellness Retreat Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.