As a guide, you can update the client list for a trip directly in the Guide App. This is useful when the attending clients differ from who was originally booked — for example, a last-minute substitution on the day of the trip.
Replacing a client
Open the trip in the Guide App.
Scroll down to the Clients section.
Tap Select beside the client's row.
Search for the attending client by name, email, or phone and choose them — or tap Create a new client if they aren't in the system yet.
Removing a client
Follow the same steps, then tap Clear at the bottom of the Select client screen to remove the client from the spot without replacing them.
Adding a client to an open spot
Tap Select client on an empty spot to open the client picker — search existing clients or create a new one.
Tap Add client at the bottom of the trip screen for two options: add the client from your phone, or have the client scan a QR code (or use the shared itinerary link) to add themselves and complete their required tasks before the trip starts.
Good to know
Removing or replacing a client on a trip does not delete their client record. Client records can't be deleted — outfitters can archive inactive clients if needed.
If you can't select a client in your guide report, another guide on the same trip may have already included them — only one guide report can include a given client.