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 registering. The following video will give you a walk through of the steps to specify which form to associate with a given program. To learn more about creating and managing the forms please view our tutorial here.

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,...

Inquiries let outside guests and groups express interest in staying at your Retreat Center. They are also referred to as "Stay Requests"...

Our video below will walk you through the process of sending emails through Retreat Portal. These emails can be sent to program contacts...

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...

Forms are a way of capturing answers to any number of questions from guests and groups. They are frequently used with inquiries to collect extra information when guests or groups submit requests to stay at your center. Video Tutorial Table of contents Global Forms NEW - We've enhanced forms for online reservations to support a global form as well as multiple forms. Follow the tutorial above to create a form that would apply to all (or at least most) of your online reservation

The March 4th, 2024 release of Retreat Manager has a bug where the Occupancy Report may appear with missing data (guest names were...

Retreat Manager and Retreat Portal both track guest and group 'credit on file'. However, Retreat Manager and Retreat Portal manage the...

Retreat Portal's Document Manager allows you to upload static and dynamic documents which can be shared with guests and groups. The...

Retreat Portal maintains all images that have ever been uploaded and used. Most of the time images are uploaded and used just once, but...

Sometimes it is nice to let guests do things on their own - like check attendance history and pay any outstanding balances. Retreat...

Retreat Manager and Retreat Portal require authorize.net to perform any financial transactions involving credit cards or checks (eChecks). Getting an authorize.net account If you don't already have an authorize.net account, then you can get one by going to the following site: https://www.authorize.net/sign-up/pricing.html There are two options. The option on the right (Payment Gateway Only) is likely what you want as you probably already have a merchant account through yo

Retreat Portal and Retreat Manager will automatically create an invoice with line items based on the resources in the program (rooms,...

Notice: This is a beta feature which means it may not work as expected, may be discontinued, or remain unsupported. Important: Both...

Retreat Portal offers advanced tables to help users find, sort, filter, and isolate exactly what data they want to find. This tutorial...