Guided OS

The New Wellness Operating System

Every registration, room assignment, and guest message stays on the same record, so you stop jumping between spreadsheets and inbox threads.

Guided
Clients
Approvals
Accommodations
Scheduling
Broadcasting
Payments
Guides
Client Management

All your clients in one place

Open any client profile and see intake, payments, room assignment, notes, and messages without jumping around.

  • Client sidebar with all their details
  • Experience specific details and intake items
Approval

Set your rules, approve your guests

Define the approval process, assign intake tasks, and swiftly approve clients in one click.

  • Configurable approval requirements: forms, signatures, meetings
  • Assign different requirements to different clients
  • Approve, cancel, or decline in one action
Accommodations

Assign rooms with drag-and-drop

Smart accommodation management with drag-and-drop guest assignment across different units.

  • Easily drag-and-drop clients and staff to their rooms
  • Shared and private room assignment in one view
  • Availability and occupancy at a glance

Plus the day-to-day details

Sent

Packing list and arrival details for Sierra Sol

Broadcast sent to 142 contacts on May 15, 12:38 PM

From: Sierra Sol Retreats

Subject: Packing list and arrival details for Sierra Sol

Packing list and arrival details

Hi everyone, we're one week out from Sierra Sol Retreat — here's what to bring and what to expect when you arrive.

What to pack

  • Comfortable layers for cool mornings and warm afternoons
  • Yoga mat, refillable water bottle, and sun protection
Broadcasting

Send the right messages to the right guests

Send blast emails to your guests with easy-to-use audience segmentation and clear metrics.

Experience Schedule

Day 1

May 20

Day 2

May 21

Day 3

May 22

Day 4

May 23

May 20,
2026

12:00 – 1:00 pm

Welcome Lunch

Cedar Lodge Dining Hall

2:30 – 4:00 pm

Opening Circle & Intention Setting

Great Room

Scheduling

Create schedules guests actually use

Build day-by-day experience schedules with times, locations, and hosts, published straight to your guests' dashboard.

Ready to simplify your operations?

Client profiles, approvals, broadcasts, rooms, and schedules in one platform built for transformational retreats.