Support
Using images in Marketing Content
The marketing content of a program allows you to include any HTML you wish to properly present more details about a program. The editor...
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Support
May 9
Tour of Private Retreats
Private Retreats are where individual guests are visiting your center, generally independent of another organized program. You work with...
Support
May 9
Tour of Hosted Programs
Hosted Programs are programs that are organized by an outside group. The outside group finds the guests, organizes the activities, and...
Support
Apr 19
Manually remove duplicate guest records
Over time duplicate guest records will appear in Retreat Manager. We have a tool to help you search for potential duplicates and you can...
Support
Apr 11
How to collect more information during registration
The registration page on Retreat Portal has been enhanced to permit you to collect any information you require from the guest...
Support
Apr 11
Tour of Sponsored Programs
Sponsored Programs are programs that you manage. You organize the program. You find guests and attendees. You market the program. And you...
Support
Mar 26
How to Create and Manage Price Models
Price models are how you assign prices to any billable resource in Retreat Portal. What are billable resources? Attendees, rooms,...
Support
Mar 14
How to Create and Manage Inquiries
Inquiries let outside guests and groups express interest in staying at your Retreat Center. They are also referred to as "Stay Requests"...
Support
Mar 14
How to Send emails, get documents signed, and invoices paid
Our video below will walk you through the process of sending emails through Retreat Portal. These emails can be sent to program contacts...
Support
Mar 14
Introducing your dashboard
Your dashboard is the first thing you see when logging in to Retreat Portal. It is a central place to see everything to help you get...
Support
Mar 13
How to Create and Manage Forms
Forms are a way of capturing answers to any number of questions from guests and groups. They are frequently used with inquiries to...
Support
Mar 6
Missing Data on Occupancy Report
The March 4th, 2024 release of Retreat Manager has a bug where the Occupancy Report may appear with missing data (guest names were...
Support
Jan 9
Managing Credit on File
Retreat Manager and Retreat Portal both track guest and group 'credit on file'. However, Retreat Manager and Retreat Portal manage the...
Support
Dec 12, 2023
Document Manager
Retreat Portal's Document Manager allows you to upload static and dynamic documents which can be shared with guests and groups. The...
Support
Dec 12, 2023
Image Manager
Retreat Portal maintains all images that have ever been uploaded and used. Most of the time images are uploaded and used just once, but...
Support
Dec 1, 2023
Guest Account Access
Sometimes it is nice to let guests do things on their own - like check attendance history and pay any outstanding balances. Retreat...
Support
Nov 6, 2023
Authorize.net Integration
Retreat Manager and Retreat Portal require authorize.net to perform any financial transactions involving credit cards or checks...
Support
Oct 10, 2023
Customize Invoice Line Items
Retreat Portal and Retreat Manager will automatically create an invoice with line items based on the resources in the program (rooms,...
Support
Apr 4, 2023
Calendar Integrations (Beta)
Notice: This is a beta feature which means it may not work as expected, may be discontinued, or remain unsupported. Important: Both...
Support
Feb 5, 2023
How to use tables in Retreat Portal
Retreat Portal offers advanced tables to help users find, sort, filter, and isolate exactly what data they want to find. This tutorial...
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