Tutorials

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May 21

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 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 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

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...

Support

Feb 5, 2023

Retreat Portal Invoice Template

Retreat Portal is capable of showing the same invoice details that exist in Retreat Manager, but since Retreat Portal is accessed using a...

Support

Jan 13, 2023

Retreat Manager Duplicate Guest Management

Over time duplicate guest records will accumulate in Retreat Manager. The following tutorial will walk you through the steps to...