Outfitters can update client information after a client has been added. Guides can still complete every trip task, but they cannot edit client information that was already added by the outfitter or by the clients themselves. Before the trip begins, guides can still add new clients from the Clients section of the guide app.
Tap Add Clients to see these options:
QR code (recommended) – scan the code so the client can complete their form, finish tasks, and upload documents themselves.
Manual phone entry – enter the client information directly.
Link – copy and send the link by text so the client can fill out their information, complete tasks, and upload documents.
Once a client is added, their details are saved whether they were entered by the guide or by the client.
If client information needs to be updated after it has been added, only the outfitter can make those changes. Guides will still be able to complete all trip tasks, even if some client information remains unchanged.