Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Guided is an online platform designed for managing retreats, catering to leaders, wellness professionals, facilitators, and venue operators. It integrates retreat bookings with guest management through features such as customized booking pages, package options, intake forms, waivers, scheduling, preparatory resources, and approval processes. Providers can efficiently handle guest communications, allocate rooms and accommodations, manage availability, and synchronize dates. The platform also facilitates guest payments via Stripe and offers participants a dashboard to complete necessary tasks and access retreat details. Additionally, Shared Workspaces enable providers to collaborate with team members and co-hosts or venues, while administrative tools assist in client management, template creation, and reporting. Guided is specifically tailored for both businesses and individual professionals organizing retreats and wellness events, with access for providers granted upon application and approval. This ensures that only qualified individuals and organizations can utilize the platform's comprehensive features for their retreat needs.
Description
Designed for the needs of wellness and healthcare facilities, Wellness CRM brings customer management and operational workflows together. Businesses can track prospective clients, maintain patient records, manage consultations, coordinate accommodation and package bookings, and handle billing and insurance claims.
With room occupancy tracking, digital prescriptions, payment records, and reporting capabilities, the platform gives teams a more structured way to oversee daily responsibilities. It is suitable for wellness retreats, yoga centers, naturopathy facilities, clinics, and hospitals looking to improve workflow visibility and service coordination.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
CallerDesk
No
Facebook
No
Facebook Ads
No
Facebook Marketplace
No
Stripe
Yes
Tata Tele Business Services
No
WhatsApp
No
Integrations
CallerDesk
Yes
Facebook
Yes
Facebook Ads
Yes
Facebook Marketplace
Yes
Stripe
No
Tata Tele Business Services
Yes
WhatsApp
Yes
Pricing Details
Provider subscriptions auto-renew monthly until canceled; cancellation takes effect at the end of the current billing period, with no prorated refunds.
Free Trial
No
Free Version
No
Pricing Details
13.17
Wellness CRM by Yogicverse offers flexible subscription plans for wellness businesses, with monthly and annual billing options to suit different business needs.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Guided
Website
www.guided.co
Vendor Details
Company Name
Yogic Verse
Website
yvcrm.yogicverse.com
Product Features
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes