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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...
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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...
Support
Dec 22, 2021
Group Portal Room Descriptions
The Group Portal is meant for group leaders to managing their programs on their own. One of the key features allows group leaders to...
Support
Dec 14, 2021
Embedding Program Register Buttons
Every program with marketing enabled has the potential for guests to register. There may be times when you will want to market a program...
Support
Dec 8, 2021
Adding images to Retreat Manager Cloud Documents
Retreat Manager offers a large variety of documents that can be sent to guests and groups. You may want to add an image to those...
Support
Oct 13, 2021
Marketing Programs
This tutorial will walk you through how to market any program in Retreat Portal. Table of Contents Find a program Enable Marketing...
Support
Sep 24, 2021
Accessing Retreat Manager Cloud on iPad/iPhone
There is no support provided for Retreat Manager Cloud on devices such as iPad, iPhone, Android, etc. These are instructions are provided...
Support
Aug 25, 2021
Retreat Manager Cloud - Shortcut for all users
This tutorial will walk you through the steps of allowing one installation of Retreat Manager Cloud on a Windows desktop to be accessible...
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