top of page

Emailing

Streamline communication with guests and groups to facilitate document management and payment processing.

Email sent to guest or group
Send documents such as contracts or waivers for electronic signature.
Also great for reminding guests of upcoming programs or to thank them when the program concludes.
Action items on emails like signing and paying
Track all sent documents and invoices
Automatically tracks all email communications, document interactions, and payment activities.
Create and customize templates for various purposes, such as sending invoices, reminders, or follow-up emails.
Email templates

Watch our video on emailing and document signing.

Featues

Features for every retreat center

Manage Bookings

Whether you call them programs, bookings, activities, or events; we have you covered.

Learn more about bookings

Invoicing

Prepare invoices and capture payment with the click of a button.


Learn more about invoicing

Document Signing

Request electronic signatures on contracts, waivers, and invoices with ease.


Learn more about document signing

Inquiries

Generate more bookings with our inquiry forms (aka 'Stay Requests' or 'Leads').


Learn more about inquiries

Online Registrations

Market your programs, let guests register themselves, and collect payments all at once.

Learn more about online registrations

Emailing

Streamline communication with clients to facilitate document management and payment processing.

Learn more about emailing

Meeting Spaces

Easily track all meeting rooms and which groups are using them.


Learn more about meeting spaces

Donations

Donations are common with retreat centers. We’re here to help you track every dollar.


Learn more about donations

Group Portal

Delegate to groups and let them enter names and self-serve through our Group Portal.

Learn more about group portal

Take a test drive.

How better to see if Retreat Portal is right for you than a free test drive of our product. Sign up for an account to access our sandbox environment where you can explore everything Retreat Portal can do for your center.

Get a live demo.

We’re always happy to jump on a zoom, give you a tour of Retreat Portal, and answer any questions you may have. No pressure. No pitch. Just a tour and a deeper understanding of how we work to see retreat centers thrive.

bottom of page