The Bellwether, October 1 2023

located, the physical location of your retreat, and client places of residency. If you don’t comply with SOT requirements or if you aren’t authorized to sell travel, you may face fines and penalties. Because restrictions vary from place to place, your best bet for compliance is to check with the local authorities for your retreat location who are responsible for SOT. If you aren’t authorized to sell travel, you will need to work as an independent contractor through a travel company.

Sends you proof of receipt; Requires and initial on each page and a dated signature at the end of the contract; and Sends you a copy of the signed contract. For additional security, ask the client to submit a scanned image of an official photo identification document such as a driver’s license or passport.

Be careful not to over-structure or over-regulate; it will defeat the purpose of the retreat. But make sure clients read, understand, and sign the rules. DISCLAIMER : The information in this post is for general information purposes only and is not intended to serve as legal advice. Should you have specific legal questions about any of the information in this article, you should consult with a licensed attorney in your area.

Rules and Guidelines

Group and retreat rules or guidelines for group conduct set the stage for friendly interaction

Venue and supplier contracts

and help avoid the potential for uncomfortable confrontations. These guidelines shouldn’t be a control tactic, but a friendly reminder of the behavior expected at your retreat. Some facilitators might define strict rules that result in the expulsion of an offending guest, while other facilitators will merely suggest appropriate behavior or employ a mixture of both approaches. Rules and/or guidelines create a sense of structure within the group and make guests feel more comfortable.

These need to be read carefully and negotiated, most importantly, what is or is not included in cancellation policies, deposit requirements, and dates.

Electronic Signatures

May seem easy and practical, but are they legally binding? It depends on the platform you are using and any proof they provide. Electronic signatures are binding when the platform:

If you have any questions or want to see if you qualify to build your own retreats, reach out to Catherine Kontos, Founder & Retreat CEO at RetreatBoss™ https://retreatboss.com

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