Stripe integration requires sending an email to support@dkdsoftware.com to arrange a time to securely send your Stripe secret key and publishable key to Retreat Portal Go to your Account Settings > Developers Click 'Manage API Keys' Click 'Create restricted key' Click 'Providing this key to a third-party integration', click Continue. Give it a name like 'Retreat Portal' The URL can be your center's URL, e.g. https://<id>.retreatportal.com You likely do not have to alter defau

This tutorial will walk through how to register a guest for a program. This will focus on what a front desk worker would perform, but really any manual guest registration would follow the same path. Find the program Click the top-left icon and then click Program Search. In the Program Search page the fastest way to find a program is to type of the name of the program (or just part of the name) in the search field and click 'Go'. By default the search is over programs occurrin

This tutorial will cover our QuickBooks Online Integration (beta). Since it is in beta it is not guaranteed to work 100% and all bugs should be reported immediately. Connect You must begin by granting Retreat Portal access to your QuickBooks Online account. Click the gear icon in the top right, then Account > QuickBooks Online Then click the 'Connect' button. You will be redirected to the QuickBooks online login page. Only someone with credentials may log in. Once logged in y

Due to an April Security update from Microsoft there are changes to how you connect to Retreat Manager Cloud. When you open RM you'll now be asked to allow RM to access certain local resources. It is recommended that you always click ' Drives ', ' Clipboard ', and ' Printers ' and then click Connect. We are actively reviewing what options exist to prevent users from having to do this every time they connect to RM.

This tutorial walks you through the steps of uninstalling Retreat Manager Cloud which will allow you to install Retreat Manager Cloud again with a new account. Right-click the Retreat Manager icon on the desktop and click 'Open file location'. When the window opens select both files, then right-click and select Delete. Right-click the Retreat Manager icon on the desktop and click 'Delete'. Finally, open the Command Prompt and enter the following: Where {{OrganizationID}} is t

This tutorial will cover the new method of marketing programs by using Inventories and Products. The existing method of marketing allows for one price for a given type of reservation (commuter, single occupancy room, double occupancy room, etc.) but with Inventories and Products you are allowed do create almost any combination you'd like. Enable the program for marketing As with any program you wish to market you must first click the 'Enable marketing' button. Create an inven

In this tutorial we will demonstrate how to insert an image into the marketing section of a program. Here is a video showing all of the steps. Here is an outline of the steps in the video. Click the icon in the top-right of the page and select Business On the left expand Libraries and click Images Click the Upload button Click the Browse button and find the image you want to put in the marketing section You can give the image a name and then click Save In the table of images

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...