SupportMay 31Email Integration with Microsoft 365This also applies to Outlook 365 and Office 365 - basically follow this if using Microsoft to host your email. Log in to...
SupportMay 19Payment RequestsIf you are using Retreat Portal, then you have the option to enable Payment Requests. Payment Requests allow you to send emails to guests...
SupportApr 1Waitlists in Retreat PortalEnabling a waitlist on a program allows for guests to add their name, email, and phone number to a waitlist should all of the...
SupportApr 1Repeating Programs and creating a SeriesRetreat Manager allows you to repeat a program and optionally setup a program to be part of a series. This functionality is only...
SupportMar 31Removing User AccessMaintaining your list of users with access to Retreat Manager and Retreat Portal is essential to keeping your information secure. This...
SupportMar 29Online Registration (Carts)Retreat Portal offers details of every online registration in our 'Carts' feature. You can see the details of successful online...
SupportMar 17Email Template ManagementRetreat Portal sends out automated emails for program registrations, cart receipts, refunds, etc. Each template can be customized to meet...
SupportMar 17Get copied on program registrations...Sometimes it feels good to get copied when guests register. Retreat Portal allows anyone to be BCC'd for all registrations or just...
SupportFeb 3Guest AgreementsDuring the registration process you can make agreements available guest to agree to before they can complete their registration. For...
SupportFeb 3Dietary OptionsKeeping guest's dietary information consistent and meaningful is a large challenge for the kitchen staff. Retreat Portal now offers the...
SupportJan 20Global Discount CodesIt is possible to offer discount codes for your programs. The discount codes offer a percent discount on the price of the program. We...
SupportDec 22, 2021Group Portal Room DescriptionsThe Group Portal is meant for group leaders to managing their programs on their own. One of the key features allows group leaders to...
SupportDec 19, 2021Guest RolodexThe Group Portal gives you access to the guest information for all guests who have ever attended a program for the selected group. Click...
SupportDec 19, 2021Guest AssignmentsThere is a lot you can manage in the Group Portal for your programs. Assign Guests to Rooms/Reservations Download Details and Email...
SupportDec 19, 2021Change/Select Program to ManageAs a user of the Group Portal you have been assigned access to all programs to one or more groups. The Group Portal lets you manage the...
SupportDec 14, 2021Embedding Program Register ButtonsEvery program with marketing enabled has the potential for guests to register. There may be times when you will want to market a program...
SupportDec 9, 2021Early Access News : December 2021December 2021 introduced some new features into Retreat Portal Console. Listing vs. Published Marketing Category in Program Search "Save"...
SupportDec 8, 2021Adding images to Retreat Manager Cloud DocumentsRetreat Manager offers a large variety of documents that can be sent to guests and groups. You may want to add an image to those...
SupportOct 13, 2021Marketing ProgramsThis tutorial will walk you through how to market any program in Retreat Portal. Table of Contents Find a program Enable Marketing...
SupportSep 24, 2021Accessing Retreat Manager Cloud on iPad/iPhoneThere is no support provided for Retreat Manager Cloud on devices such as iPad, iPhone, Android, etc. These are instructions are provided...