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Touchnet Payment Processor
The Touchnet payment processor has different requirements for processing credit cards. Therefore the interface to capture a credit card...

Support
4 days ago
Payment Transactions
In this tutorial we will go over how to record payments, including credit card transactions, and how to issue and record refunds....

Support
4 days ago
Retreat Manager RDA
The RDA (Rolling Deposit Account) is a feature in Retreat Manager which tracks a balance held by a retreat center for a guest or group....

Support
4 days ago
How to send reminder emails
In this tutorial we will go over how to send reminder emails to registrants of a program, including how to schedule when that email is...

Support
Apr 18
Record Refunds
This tutorial covers how to issue a refund as a check. Checks may be used as refunds when too much time has passed and a credit card...

Support
Apr 18
Room Chart
The Room Chart feature in Retreat Portal displays a quick view of your rooms and occupants for a given day. This is a handy report to use...

Support
Apr 12
Marketing multiple price options
In this tutorial we will go over how to market the same type of accommodation with multiple price options. For example, marketing a...

Support
Apr 11
Donations on Payment Page
We offer the option, during the checkout/payment process, to capture a donation. When a donation is captured in the payment screen, then...

Support
Feb 19
Credit Card Processing Fees
We offer the option, during the checkout/payment process, to capture a credit card processing fee. It is possible to make the fee...

Support
Feb 19
Housekeeping
Retreat Manager and Retreat Portal offer housekeeping functionality allowing for front desk staff to monitor whether rooms are clean and...

Support
Jan 28
Register for related programs
The following tutorial will walk you through allowing guests to register for more than one program at the same time. This is typical of a...

Support
Nov 11, 2024
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...

Support
May 21, 2024
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, 2024
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
May 9, 2024


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 19, 2024
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, 2024
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
Apr 11, 2024
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 26, 2024
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, 2024
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, 2024
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