Need to check a client’s licenses, waivers, or questionnaires outside of a trip? Brindlechute lets you do that directly from the Clients tab. This is helpful when you need to review a client’s full document history—whether for reference, compliance, or pre-trip planning—without clicking into individual bookings.
Use this workflow when you want to view completed documents across all trips, not just the current one.
Managing Documents Inside a Client Profile
For a deeper look at a client’s document history:
Go to the Clients tab on the left sidebar.
Click on the client’s name to open their profile.
If the client has a saved license, you’ll see a Licenses section under Personal Info with their most recent license, ALS number, or other saved details. Copy info directly when needed.
Open the Documents tab, where you’ll find three views:
Documents – All forms and uploads (like fishing licenses, steelhead reports, etc.), listed with document name, type, and date added.
Waivers – All signed waivers.
Questionnaires – Any completed questionnaires.
This is the best way to view and manage client documents across their full history—not just for a single trip.