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...

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...

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...

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

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

This tutorial has been updated with this tutorial instead: https://www.retreatportal.com/post/image-manager Images are uploaded for...

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...

Integrating with Google Analytics can give you insight into your guest's interaction with Retreat Portal. You'll require an account with...

This also applies to Outlook 365 and Office 365 - basically follow this if using Microsoft to host your email. For account...

If you are using Retreat Portal, then you have the option to enable Payment Requests. Payment Requests allow you to send emails to guests...

Waitlists are available on any program in Retreat Portal allowing staff to add and manage waitlists internally. Waitlists can be...

Retreat Manager allows you to repeat a program and optionally setup a program to be part of a series. This functionality is only...