Support
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...
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Support
- Oct 10
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
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
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
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
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...
Support
- Aug 25, 2022
Retreat Portal Image Manager
Images are uploaded for marketing purposes - such as images for marketing programs or images of presenters. You may find it helpful to...
Support
- Aug 25, 2022
Retreat Portal Tag Manager
Retreat Portal's Tag Manager allows you to manage the tags you've put on Images and Documents. Tags offer a more flexible mechanism for...
Support
- Aug 13, 2022
Google Analytics Integration
Integrating with Google Analytics can give you insight into your guest's interaction with Retreat Portal. You'll require an account with...
Support
- May 31, 2022
Email Integration with Microsoft 365
This also applies to Outlook 365 and Office 365 - basically follow this if using Microsoft to host your email. For account...
Support
- May 19, 2022
Payment Requests
If you are using Retreat Portal, then you have the option to enable Payment Requests. Payment Requests allow you to send emails to guests...
Support
- Apr 1, 2022
Waitlists in Retreat Portal
Waitlists are available on any program in Retreat Portal allowing staff to add and manage waitlists internally. Waitlists can be...
Support
- Apr 1, 2022
Repeating Programs and creating a Series
Retreat Manager allows you to repeat a program and optionally setup a program to be part of a series. This functionality is only...
Support
- Mar 31, 2022
Removing User Access
Maintaining your list of users with access to Retreat Manager and Retreat Portal is essential to keeping your information secure. This...
Support
- Mar 29, 2022
Online Registration (Carts)
Retreat Portal offers details of every online registration in our 'Carts' feature. You can see the details of successful online...
Support
- Mar 17, 2022
Email Template Management
Retreat Portal sends out automated emails for program registrations, cart receipts, refunds, etc. Each template can be customized to meet...
Support
- Mar 17, 2022
Get 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...
Support
- Feb 3, 2022
Guest Agreements
During the registration process you can make agreements available guest to agree to before they can complete their registration. For...
Support
- Feb 3, 2022
Dietary Options
Keeping guest's dietary information consistent and meaningful is a large challenge for the kitchen staff. Retreat Portal now offers the...
Support
- Jan 19, 2022
Global Discount Codes
It is possible to offer discount codes for your programs. The discount codes offer a percent discount on the price of the program. We...
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