When you open a trip in the Guide App, the Clients section shows each client's task status under their name:
Complete (green) – The client has finished all required tasks, such as their waiver, questionnaire, and documents.
Incomplete (red) – The client still has tasks to finish.
Incomplete clients have a Complete tasks button next to Info and Itinerary. Tap it to see what's outstanding and finish it with the client. Once everything is done, the button disappears.
Note: If the client has been on a trip with the outfitter this season or within the past year, check for saved waivers or licenses before collecting new ones. Use the Previous Document option to pull forward any still-valid information.
Typical tasks include:
Waiver – Select the waiver, tap Start Waiver, and hand the device to the client if not already signed.
Questionnaire – If required, complete or skip if the outfitter already has the info. Outfitters can override this later.
Documents – Most often a fishing license. You can:
Take a photo and upload directly.
Choose a previously saved document.
Add manually (ALS number, dates, address, town, state).
Viewing a client's signed waiver
Use this to check what a client agreed to in their signed waiver, such as a photo release. If your outfitter asks photo release questions before booking instead, see Viewing pre-confirmation task answers below.
Open the trip and scroll to the Clients section.
Tap Info under the client's name.
Under Sign waiver, tap the waiver.
Tap Preview to download and view the waiver the client signed.
A signed waiver can't be edited. If a client needs to redo it, tap the trash icon next to Preview to delete it so they can sign it again.
Important: Deleting a waiver happens immediately, with no confirmation, and it can't be undone or recovered. Make sure you're deleting the right waiver before you tap the trash icon.
Viewing pre-confirmation task answers
If the outfitter requires clients to answer questions before paying, you can see their answers in the Guide App, including Trip questions and Waivers questions such as a photo and media release.
Open the trip in the Guide App.
Scroll to the experience name (for example, Full Day — Float Trip), just below Outfitter. This is separate from the Clients section.
Under the client's name, check the Pre-confirmation task badge:
Green – The client has answered. Tap View response to see their answers.
Red – Not answered yet. Tap Complete tasks to fill it out with the client.
Need a client to complete tasks before the trip?
Clients receive their itinerary and task links in the pre-trip reminder sent ahead of the trip. If a client still needs to sign their waiver or complete other tasks and you want to send it manually, you can share their link directly: Open the trip and in the Clients section, tap Itinerary under the client's name — the link opens in your browser, where you can copy it and share it by text or email.
Each client has their own unique link, so double-check you're sending the right link to the right client.
You can also view any client notes here for quick reference. Completing these tasks ensures clients are compliant and ready for their trip without duplicating paperwork.