For yoga & wellness teachers

Plan your retreat calmly.

The step-by-step planner, calendar and 11 templates for running a retreat — from first idea to thank-you email.

Launch price
Get the Retreat Planner Kit →
Instant accessOne-time paymentUse for every retreatPrices in AUD
What's inside

Everything in one calm place.

01 · Checklist

10 phases. 55 tasks. One at a time.

  • Deadlines count back from your retreat date
  • A space to fill in your answers under every task
  • Flags for what to confirm with your insurer or venue
Checklist phase with tasks, fill-in fields and template links
02 · Calendar

See your whole plan by month.

  • Phase deadlines appear automatically
  • Add your own events: calls, posts, payments
  • Export to Google, Apple or Outlook calendar
Monthly planning calendar
03 · Budget

Know your numbers before you book.

  • Break-even calculator: how many bookings you need
  • Full Excel budget with early-bird pricing
  • Actual vs planned, so the next one is easier
Break-even calculator
04 · Templates

Never start from a blank page.

  • Word and Excel files you can edit
  • PDFs ready to print
  • Open in Google Docs, Sheets, Pages or Numbers too
Template downloads by category
WordRegistration FormWordCancellation PolicyWord7 Email TemplatesWordVenue Questions WordDaily ScheduleWordKnow Before You GoWordFeedback FormExcelBudget & Pricing ExcelBookings TrackerExcelLogistics PlannerExcelMarketing Calendar
Made for you if…

You'd rather be teaching.

☼

Your first retreat

You know what you want to create, not every step to get there.

↻

Your next retreat

You've done it before — and don't want to rebuild the spreadsheets again.

✎

Short on time

You teach all day and plan in the gaps. One clear next step at a time.

How it works

Ready in minutes.

1

Get the kit

Pay once and receive your private link and the template pack straight away.

2

Add your date

Enter your retreat name and start date. Every deadline fills in.

3

Plan calmly

Work phase by phase, fill in your details, tick it off.

Shay

Made by Shay

Project manager and Ashtanga Vinyasa yoga teacher. I've helped set up studios, produced events and run complex projects in the wellness world. This kit turns that experience into one calm, clear plan for your retreat.

Questions

Is this a subscription?

No. You pay once and keep it. Use it for every retreat you run.

What do I need to use it?

A web browser for the planner. The templates open in Word, Excel, Google Docs, Google Sheets, Pages or Numbers.

Where is my information saved?

Your progress and notes are saved in your own browser on your device. Use the same device and browser to come back to it, or print / save your plan as a PDF.

Does it work on my phone?

Yes, the planner works on phone, tablet and computer. The templates are easiest to edit on a computer.

Is this legal or insurance advice?

No. It's a planning guide. Items marked "Check" remind you to confirm details with your insurer, venue or adviser.

What's your refund policy?

See the cancellation and refund policy in our Terms & Conditions.

Your retreat, planned calmly.

Checklist · Calendar · Budget · 11 templates

Launch price
Get the Retreat Planner Kit →