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What is YV One?

Wellness CRM is software for managing the administrative and customer-facing activities of wellness facilities. Its capabilities include enquiry and lead tracking, client and patient profiles, consultation management, digital prescriptions, package scheduling, room assignments, check-in and check-out tracking, insurance claim handling, invoicing, and payment monitoring. By keeping operational information connected, the platform helps teams manage bookings, follow customer interactions, and monitor business activity without relying on scattered records. It supports wellness retreats, yoga studios, naturopathy centers, hospitals, and clinics.

What is Guided?

Guided is a comprehensive online platform tailored for the management of retreats, specifically designed for leaders, wellness professionals, facilitators, and venue operators. It seamlessly combines retreat booking functionalities with guest management capabilities, featuring personalized booking pages, various package selections, intake forms, waivers, scheduling tools, preparatory materials, and approval workflows. Providers are empowered to streamline their guest communications, efficiently assign rooms and accommodations, oversee availability, and coordinate schedules. Furthermore, the platform facilitates secure guest payments through Stripe and provides participants with a user-friendly dashboard to complete essential tasks and access vital retreat information. In addition, Shared Workspaces foster collaboration among providers, team members, and co-hosts or venues, while administrative tools enhance client management, template development, and reporting. Guided is specifically designed to cater to the needs of both businesses and individual professionals who are organizing retreats and wellness events. Access for providers is granted through an application and approval process, ensuring that only qualified individuals and organizations can fully leverage the platform's extensive features to meet their retreat requirements. This careful vetting process not only maintains the quality of services offered but also enhances the overall experience for both providers and participants alike.

Media

Media

No images available

Integrations Supported

CallerDesk
Facebook
Facebook Ads
Facebook Marketplace
Tata Tele Business Services
WhatsApp

Integrations Supported

Stripe

API Availability

API Availability

Pricing Information

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 Offered?

Pricing Information

Provider subscriptions auto-renew monthly until canceled; cancellation takes effect at the end of the current billing period, with no prorated refunds.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Yogic Verse

Company Website

yvcrm.yogicverse.com

Company Facts

Organization Name

Guided

Company Website

www.guided.co

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Retreat Management

Not specified

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