1. Wellness Retreat Management
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Occupancy, arrivals, programs, service turnaround, folio balances and revenue.

Overview
Wellness Retreat Management · Overview

Wellness Retreat Management dashboard

This quarter

Folio charges in view
6
Total amount
2,410
Service date in 14 days
4

Reservations by status

How far records got this quarter

StageReachedStep
Requested28
Confirmed1554%
Checked in1173%
Checked out655%

Guest count by status

Sample totals per stage

7.0k0
3.0kRequested
7.0kConfirmed
4.0kChecked in
3.0kChecked out
2.0kCancelled
Example screen with sample data

Questions to answer

Occupancy by unit type Grouped

How many nights were booked and occupied for each unit type and unit?

Arrivals and departures List

Who is arriving and leaving each day, and how many guests?

Program capacity and sessions List

What capacity does each program have, and how many sessions are scheduled?

Session schedule by facilitator List

Which sessions is each facilitator leading, and when?

Service task turnaround List

How long do cleaning, maintenance and guest requests take from due to completed?

Folio balance and revenue

Which stays have posted charges not yet covered by confirmed payments, and what did each rate plan earn?

More reports

Folio and payment balance List

Posted charges against confirmed payments for each stay.

Revenue by rate plan Grouped

Nightly revenue by rate plan and unit type over time.

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