To access your user settings in the Group Portal click your username in the top-right corner, then select 'Settings'. The user settings allows you to specify the default guest gender when creating new guests. Select the desired default gender, and click Save.

In this tutorial we will go over how to market a commuter in a program as either in-person or virtual/zoom. The following is a screenshot...

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

In this tutorial we will go over how to record payments, including credit card transactions, and how to issue and record refunds. Recording Payments Viewing Payment Details Refunding a Payment Recording payments There are several spots in Retreat Portal where you can record a payment. Program Details Click the Record payment button on the right in program details. This will record a payment against the Program (which typically goes to the group) and not the reservation which

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....

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...

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...

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...

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

We offer the option, during the checkout/payment process, to capture a donation. When a donation is captured in the payment screen, then...

We offer the option, during the checkout/payment process, to capture a credit card processing fee. It is possible to make the fee...

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

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...

The marketing content of a program allows you to include any HTML you wish to properly present more details about a program. The editor...

Private Retreats are where individual guests are visiting your center, generally independent of another organized program. You work with...

Hosted Programs are programs that are organized by an outside group. The outside group finds the guests, organizes the activities, and...

Over time duplicate guest records will appear in Retreat Manager. We have a tool to help you search for potential duplicates and you can...

The registration page on Retreat Portal has been enhanced to permit you to collect any information you require from the guest...

Sponsored Programs are programs that you manage. You organize the program. You find guests and attendees. You market the program. And you...

Price models are how you assign prices to any billable resource in Retreat Portal. What are billable resources? Attendees, rooms,...