Find a Payment by Invoice Number 🟢 New · The Client transactions table now has an Invoice # search box. Enter a booking's invoice number — the same number your client sees on their invoice — to pull up just that booking's transactions. Learn more →

Trip End Date on Client Transactions 🔵 Improvement · Trip end date joins trip start date as a column you can show, hide, reorder, and export — and it's now a filter on the Payments tab, so you can narrow to trips wrapping up in a given range. Learn more →

Save Multiple Email Addresses on a Client 🟢 New · A client record can now hold more than one email address — a work address and a personal one, for example. Add them under Additional Emails on the client's profile, then choose which address a booking uses and which one a confirmation or invoice goes to. Learn more →

Booking Audit Trail 🟢 New · Every booking now has an Audit trail tab showing what happened and when — payments, messages, edits, and guide assignments, with who made each change. Transaction history and communication history now live here as the Payments and Messages filters, along with anything still scheduled to go out. Learn more →

Choose Which Email a Booking Uses 🟢 New · When a client has more than one email saved, pick which address a booking uses from the Contact email dropdown — their work address for a company trip, their personal one otherwise. Change it later and any scheduled messages follow. Learn more →

Send Any Message to a Different Address 🔵 Improvement · The Sent to section of every send window now has a To dropdown, replacing the alternate email toggle. Choose the booking client's address, another address saved on their record, or Other address for someone else. Learn more →

A Better Assignment Calendar on Mobile 🔵 Improvement · The assignment calendar is now optimized for phones and tablets. Trip details and guide selection open full screen instead of in a cramped popup, so you can review a trip and assign a guide without lots of pinching and scrolling.

A Policy Library for Each Partner 🟢 New · Partners can now hold as many policy sets as you need — cancellation terms, a privacy policy, whatever applies. Mark the ones that should come into new bookings automatically, and leave the rest in the library for when they're needed. Learn more →

Adjust Partner Policies on a Booking 🟢 New · Policies on a booking are no longer fixed. Rewrite the wording for one booking, drop a set that doesn't apply, or pull in another from the partner's library — all without touching the partner's saved terms. Learn more →

Archive Partners 🟢 New · Partners you no longer work with can be archived, keeping your active list short without losing the record. Archived partners live on their own tab and can be restored anytime. Linked experiences and existing bookings are unaffected. Learn more →

Cc Someone on a Booking Message 🟢 New · Any message you send by hand from a booking now has a Cc field. Copy a teammate from your organization, or type in any address, on a single send. The client can see who was copied, and the Cc applies only to that message. Learn more →

Edit an Experience's Details for a Single Booking 🟢 New · Adjust the experience name, description, photos, and included details on one booking — for a custom quoted trip, or when a client asks for something the standard experience doesn't cover. The experience itself stays the same. Learn more →

Add Automatic Fields to Emails and SMS 🟢 New · Client, booking, and organization details now show as readable labels in your templates instead of raw code. Add them from a picker or by typing /. Learn more →

Set a Custom Start and End Time on a Partner-Linked Experience 🟢 New · Partner-linked bookings can now use an exact start and end time instead of your preset slots — set it on the draft before confirming. Learn more →

Don't Let a Missing Guide Report Hold Up Payroll 🔵 Improvement · If your base pay uses the submitted guide report, a new toggle falls back to the booking's client count while a report is outstanding — so the payment is ready instead of greyed out. Once the report lands, the amount updates on its own as long as the payment hasn't been requested yet. Learn more →

See Open and Partially Open Guides Across the Month 🟢 New · The Assignment Calendar now shows two summary rows beneath the Unassigned row — Open guides and Partially open guides — with a count for every date in view, so you can scan ahead and spot the days where coverage is thin before trips get booked into them. Learn more →

Send Booking Emails as the Assigned Booking Manager 🟢 New · A new Settings tab in Notifications lets you route each booking's emails through its assigned Booking Manager. Their name appears alongside your organization, and client and guide replies reach them directly instead of your whole team. Learn more →

More Field Types on the Guide Report 🟢 New · Guide report custom fields now offer the same ten types as questionnaires — Single select, Multi-select, Dropdown, and Date join the existing set. Use them to collect information from guides that doesn't feed into their payout. Learn more →

Skip the Email When Taking Payment in Person 🟢 New · When collecting an offline payment, you can now choose to Send receipt for this charge's offline payment to record it without emailing a receipt — and Send booking confirmation to confirm without emailing the client. Learn more →

Choose Whether to Email a Receipt on Offline Payments 🟢 New · When collecting an offline payment — cash, check, Venmo, Zelle, or any other manual method — you can choose whether to send the receipt and the booking confirmation. Clear Send receipt for this charge's offline payment or Send booking confirmation to skip either email. The payment and confirmation still go through. Learn more →

Add a Profile Image to a Partner 🟢 New · Upload a profile image when creating or editing a partner. It appears next to them in your Partners list and in the partner filter on the Experiences page, making similarly-named orgs easier to tell apart at a glance. Learn more →

Keep Booking Conversions Attributed to Their Source 🟢 New · Integrated analytics records the whole booking funnel in your website's own analytics session, so conversions keep the source that brought the visitor in. Session mode remains available for sending events to a separate Google Analytics ID. Learn more →

Choose How Guide Base Pay Is Calculated 🟢 New · Guide payment settings now let you pick which client count drives base pay: the clients assigned on the booking, or the clients on the submitted guide report. Use the booking count if guide reports aren't how you track client numbers, or the report count if you want pay to follow what your guides recorded. Learn more →

See a Single Day's Trips and Guide Availability at a Glance 🔵 Improvement · Set the Trip Calendar or Assignment calendar to Daily and the stats above the grid narrow to that day — a breakdown of trips by assignment status, and guides by how much of their day is free. Learn more →

Adding Notes to a Canceled Booking🟢 New · The notes sections stay editable after a booking is canceled so you can record why a trip didn't go forward and keep that context on the booking for future reference. Learn more →

Set Online Availability by Location Capacity 🟢 New · Availability settings now include Locations — offer online slots based on how much room is left at the locations you pick. Pick specific locations, location groups, or a mix, and stack a Guides rule alongside it with Add limit rule when a booking needs to clear both. Learn more →

Saved Views in Client Transactions 🟢 New · Build the Client transactions view you need — columns, pins, and filters — then save it by name. Keep views personal or share them at the organization level so your whole team reviews payments from the same picture. Learn more →

Override Permissions for a Role 🟢 New · Role permissions are no longer fixed. Click any permission to switch it on or off for a role and a new Experience permission has been added to the list. A few things stay locked: Organization Settings can't be granted to Booking Manager roles, and Admin access can't be reduced. Changes apply to the role across your organization. Learn more →

Only Get Notified About Bookings You Own🔵 Improvement · A new toggle in your personal notification settings limits your notifications to bookings you own or manage, instead of every booking across the organization — handy on larger teams where org-wide alerts get noisy. Learn more →

More Partner Details That Carry Into Your Experiences 🔵 Improvement · Partner profiles now hold a description, images and video, and documents alongside What's Included, What's Not Included, and What to Bring. Fill them in once on the partner, and every partner-linked experience you create starts with those details already in place, still fully editable per experience. Learn more →

Send an Invoice or Confirmation to an Alternate Email 🟢 New · You can now send an invoice, invoice reminder, or booking confirmation to an alternate email address, without changing the email saved on the client's record. ​Learn more →

See Your Trip Roster at a Glance with Trip Units View 🟢 New · The Trip Calendar now offers a Trip Units view alongside Summary and Trips — see the client, guide, time, and assigned river section for every trip unit right on the calendar, without opening the booking. Especially handy on multi-guide trips, where each guide's own group shows as its own row.
​Learn more →

Refund a Specific Amount Without a Full Reversal 🟢 New · A new refund and adjust balance option lets you refund any amount and reduce the invoice balance to match — without reversing a charge in full. Choosing not to refund the difference now logs a Settlement, a clear $0 record showing the change happened with no money moving. Learn more →

Organize Partners with Tags 🟢 New · Partners can now be tagged just like clients — group them by region, activity type, or relationship, with more filtering and search by tag. Learn more →

Decide How Clients Are Split Among Guides 🟢 New · Trip units have always been calculated from your guide-to-client ratio, but the split itself was fixed and automatic. Now you decide it — with 5 clients and 3 guides, choose whether one takes 2 and another takes 1. Works both when building a new booking and editing a confirmed one. Learn more →

New Availability Stats Bar on the Calendar 🟢 New · The Trip Calendar and Assignment Calendar now show a stats bar with Total trips, Unassigned, Avg guides open per day, Guide utilization, and Days with no guide open — so you can gauge staffing at a glance. Learn more →

Spot Duplicate Clients Before You Create Them 🟢 New · Adding a client now checks the email against your existing records as you type. If it matches, you'll see who it belongs to and can select that client for your booking, or jump straight to editing their profile. Learn more →

Customize Columns in Client Transactions 🔵 Improvement · Client Transactions now has the same column controls as Guide Payments — show, hide, reorder, and pin columns, and your view carries through to your exported report. Learn more →

Guide App Calendar Remembers Where You Left Off 🔵 Improvement · The calendar in the Guide App now persists your last viewed month across sessions.

Know Your Clients at a Glance with Client Tags 🟢 New · Add color-coded tags to client profiles to share important context with your team — like VIP, Repeat Guest, or Corporate Group — so anyone building a booking or assigning a guide knows exactly who they're working with.
​Learn more →

Build a Custom Payment Plan 🟢 New · Design a payment schedule that fits the booking — add as many payments as you need, choosing who pays, the payment method, the amount, and whether to charge today or on a future date. Review everything in Transaction History and cancel a scheduled payment if plans change. Learn more →

How to Allow Minors as Trip Participants 🟢 New · You can now enable minor clients in your Client Settings, define optional age groups, and control which waivers and questionnaires apply to each age group — so your pre-trip tasks always match who's actually on the trip.
​Learn more →

Share AI Client Summaries with Guides 🔵 Improvement · A new toggle in AI Settings lets you control whether guides can see clients' AI-generated summaries. Turn it on to give guides a quick read on who they're taking out, or keep summaries staff-only. Learn more →

Updated Team Member Roles 🔵 Improvement · Member roles and permissions have been updated to better reflect how teams actually work in Brindlechute. Roles now include Admin, Booking Manager, and Booking Manager Full — each with clearly defined access levels across your operation.
​Learn more →

How to Log Multiple Legs in a Guide Report 🟢 New · Record more than one trip type in a single day, like a morning float and an afternoon wade, by adding separate legs — each with its own trip type and area. Available in the guide app, and when completing a report on a guide's behalf. Learn more →

How to Export Your Past Trips in the Guide App 🟢 New · Guides can export their past trips as a CSV straight from the guide app — export all, by year, or just the current filtered view. Learn more →

Reorder Columns in the Guide Payment Report 🔵 Improvement · Drag and drop to rearrange the columns in your Guide Payment report into the order that works best for you — and your layout carries through to the exported Excel file. Learn more →

Manage Availability from Your Phone 🔵 Improvement · The online availability settings have been made more mobile-friendly, so you can update availability and block dates (under Exceptions) right from your phone. Learn more →

Sharing the Team Calendar with Guides 🟢 New · Outfitters can now share the Team Calendar with guides, giving them visibility into the broader schedule so everyone stays aligned on upcoming trips and assignments. Learn more →

Showing or Hiding Areas in the Guide Report 🔵 Improvement · Control which Areas and locations appear when guides select where a trip took place — keeping the list focused on only the spots you actually run, without the clutter of unused locations. Learn more →

Reorder Add-Ons, Experiences, and Locations 🟢 New · You can now drag and drop to reorder your add-ons, experiences, and locations — including custom locations, custom location groups, and native locations — so your most important items always come first. Your order is saved automatically. Available to admins. Learn more →

Saved Views in Guide Payments 🟢 New · Build the Guide Payments view you need — columns, pins, and filters — then save it by name. Keep views personal or share them at the organization level so your whole team works from the same payroll picture. Learn more →

Auto Assign Guides for Online Bookings 🟢 New · Brindlechute can now automatically assign guides to bookings your clients create online, using availability and your guide priority. Opt in from Org settings under Guide priority and assignment. Learn more →

Progressive Tax Collection 🟢 New · Choose when tax is collected on deposit-and-balance payments: all at once on the final payment (standard), or proportionally with each installment (progressive). Refunds in progressive mode return tax proportionally too. Enabled per account — contact the Brindlechute team to switch it on. Learn more →

Guide Time Blocks Now Visible to All Outfitters 🔵 Improvement · When an outfitter blocks off a guide's time, that block is now visible to all outfitters — not just the one who created it and the guide — keeping everyone on the same page.

Fully Customizable Client Emails 🔵 Improvement · Every client email can now be customized, including the text on the email's button. Learn more →

Apply a Trip Time to All Guides at Once 🔵 Improvement · When overriding the time and duration on a multi-guide trip, you can now choose Apply to all to update every guide's row in one click — or Apply to change just one guide's schedule. Learn more →

Set Up Quoted by Outfitter Pricing 🟢 New · Offer experiences without a fixed price and set a custom quote on each booking before confirming — ideal for trips where pricing depends on group size, conditions, or other variables. Learn more →

Choose How Guides Get Assigned to Trips 🟢 New · Control whether guide assignments are confirmed instantly or routed through an acceptance flow — configurable directly from your Organization Settings. Learn more →

Customize Columns in the Guide Payment Report 🔵 Improvement · You can now choose exactly which columns appear in your Guide Payment report — including custom columns — and your selection updates both the on-screen display and the exported Excel file. Learn more →

See Assignment Type Before Selecting a Guide 🔵 Improvement · When selecting a guide, you can now see upfront whether the assignment will be a direct assign or go through a request process — so there are no surprises after you click. Learn more →

Explaining Each Client Notification in Brindlechute 🔵 Improvement · Several client notifications are now editable, giving you more control over how Brindlechute communicates with your clients. Learn more →

Customize Your Notification Preferences as a Team Member 🟢 New · Each team member can now control which notifications they receive and how — independently from the org-level settings, so everyone only gets the updates that are relevant to them. Learn more →

Delete a Task from a Trip Checklist 🟢 New · You can now remove individual tasks from a trip's checklist when they don't apply — without changing your experience template or affecting other trips. Learn more →

Remind the Booking Client to Invite Their Party 🟢 New · You can now send a quick reminder to the booking client when their group slots are still empty — so you're not left waiting on an incomplete party as the trip date approaches. Learn more →

Pin, Unpin the Unassigned Row in the Assignment Calendar 🔵 Improvement · Keep unassigned trips pinned to the top of your Assignment Calendar while you scroll, or unpin the row to clean up your view when everything is assigned. Learn more →

Web Booking Display Settings 🔵 Improvement · A new tab has been added to Manage Online Booking letting you control how pricing appears on your booking pages, hide prices on group listings, and display your phone number during Request to Book. Learn more →

Add the Same Note to Multiple Trips at Once 🟢 New · Use Mass Edit to apply a shared note across several trips in one go — straight from the Trips tab, without having to open each trip individually. Learn more →

Track Partner Payouts on a Booking 🟢 New · When a booking includes a partner-linked experience, Brindlechute now automatically calculates how much goes to the partner and how much you keep — so partner payouts are always clear and accounted for. Learn more →

Control Whether Guides Can Select a Stacked Permit 🔵 Improvement · You can now decide whether guides are allowed to select a permit when submitting their guide report — giving you more control over how permit data is captured across your operation. Learn more →

How to Require Clients to Complete Questionnaires/Waivers Before Paying 🟢 New · Use Pre-Confirmation Tasks to require clients to answer questionnaires or sign waivers before they can complete payment online — so nothing gets skipped before the trip is confirmed. Learn more →

Understanding Your Analytics Dashboard 🟢 New · Get a real-time view of your business with the new Analytics Dashboard — track bookings, revenue, guide utilization, and where your clients are coming from. Learn more →

How AI Settings Work in Brindlechute 🟢 New · Customize how AI-generated client summaries are written so you can quickly glance at a client's profile and get the information you need — without digging through booking history. Learn more →

More Control When Sending an Invoice 🔵 Improvement · When sending an invoice after saving a booking, you can now choose to confirm the booking immediately or wait until the deposit is paid before confirming. Learn more →

How to Block Off Days or Hours on Your Online Booking Calendar 🔵 Improvement · You can now block specific hours on your online booking calendar — not just full days. Set a start and end time to close off a morning, afternoon, or any window when you're unavailable, without affecting the rest of the day. Learn more →

Assignment Calendar: New View Options 🔵 Improvement · Two new density options — 3-Day and 10-Day — have been added to the Assignment Calendar, giving you more flexibility between the daily and monthly views. Learn more →

Trip Unit List Refreshed 🔵 Improvement · The trip unit list has been updated across Guide Payments and individual guide profiles with a cleaner layout, more information surfaced inline — including locations, tags, customized fields, and adjustments — and unified styling that's consistent across the platform.

Configuring Seasonal Settings for an Experience 🟢 New · You can now adjust availability, schedule times, and pricing for specific times of year — making it easier to manage how your experiences are offered across different seasons. Learn more →

How Sales Tax Is Collected on Partial Payments 🔵 Improvement · When a client pays in partial payments, sales tax is now collected with the final invoice rather than split across payments — keeping your billing clean and consistent. Learn more →

Adding an Additional Guide Payment Field 🟢 New · You can now set up a fixed extra amount to be automatically included on every guide payment — no need to manually add it each time. Learn more →

Guide Report: System Default Fields 🔵 Improvement · You can now turn off the Rating and Comments fields in the Guide Report, giving you more control over what appears on every report. Learn more →

Adding Missing Clients in a Guide Report 🟢 New · You can now add missing clients directly in a Guide Report, keeping trip counts, totals, and guide pay accurate without needing to make changes elsewhere. Learn more →

How to Use Trip Unit Tags for Guide Pay Rules 🟢 New · Add tags to trip units to track guide details like seniority, referrals, or specialties — then use those tags to automatically apply extra pay rules without any manual calculations. Learn more →

How to View the Guide Payment Details Breakdown 🟢 New · Open the Guide Payment Details screen to review a full financial breakdown for any guide payment — including base payout, manual adjustments, and tag-based payments all in one place. Learn more →

Video Resources Now Available for Guides 🟣 Announcement · We've launched a Video Hub with resources to help guides get the most out of Brindlechute. Head over to the Video Hub to explore tutorials and walkthroughs made just for you. Check it out →

How to Save Notes per Trip Unit 🔵 Improvement · Trip Unit Notes can now be seen by assigned guides, not just the outfitter — making it easier to leave day-specific instructions on the trip without any back-and-forth. Learn more →

Calendar Display Options 🟢 New · You can now control how trip information appears on your calendar — toggle between Trip Readiness to see the status of each trip at a glance, or Experience Color to visually organize trips by type. Learn more →

Viewing Booking Email Statuses 🟢 New · You can now see exactly why a booking email failed to deliver, making it easier to identify and resolve delivery issues before they affect your clients. Learn more →

How to Set Up Locations and Location Groups 🟢 New · Create individual Locations to manage trip capacity, then organize them into Location Groups so your team can assign trips more easily and avoid overbooking — all visible directly on the Assignment Calendar. Learn more →

Customizing the Guide Report 🟢 New · You can now add, reorder, and manage custom fields in the Guide Report to capture the specific information that matters most to your operation. Learn more →

Where to See Additional Guide Pay from Guide Report 🟢 New · Extra payments added to a guide's payout based on custom fields in the Guide Report are now visible in a dedicated section, making it easier to track and review additional guide pay. Learn more →

How to Track and Sort Guides in the Assignment Calendar 🟢 New · View all guide schedules at a glance in the Assignment Calendar and sort them by priority or alphabetical order to keep trips easy to manage. Learn more →

How Online Bookings Are Split into Separate Trips on the Calendar 🟢 New · When a customer books multiple dates online, all trips stay under one booking but are automatically split into individual trips on the calendar for better organization and easier management. Learn more →

Explaining Each Client Notification in Brindlechute 🔵 Improvement · One new client notifications has been added — Refund Processed — keeping your guests informed at every step with clear updates on bookings, payments, and trip details. Learn more →

How to Use Calendar Filters 🔵 Improvement · A new Requested Guide filter has been added to the calendar, making it easier to quickly find trips, guides, and bookings that need your attention. Learn more →

Payment Batches for Automatic Guide Payments 🔵 Improvement · Learn how payment batches are triggered and what to expect when your next payout is due. Learn more →

What's Inside the Guide Payment Report 🟢 New · The exported Guide Payment Report now includes a Pay Stub tab, giving guides a clear breakdown of their payout details alongside the existing report data. Learn more →

Manage Communication Settings for a Booking 🟢 New · You now have full control over communication preferences per booking — choose how and when your clients receive confirmations, reminders, and updates. Learn more →

Use Experience Colors for Faster Calendar Scheduling 🟢 New · Assign colors to your experiences and see them instantly reflected on your calendar, making it easier to spot, schedule, and manage bookings at a glance. Learn more →

Set Guide Priority for Automatic Guide Assignment 🟢 New· When multiple guides are available, Brindlechute will now automatically assign bookings based on your preferred priority order — so the right guide gets the job without any manual sorting. Learn more →

How the Client Portal Helps Clients View Trips, Invoices, and Itinerary Details 🟢 New · The Client Portal has been significantly redesigned — clients can now view upcoming trips, review invoices, and access full itinerary details all in one place. Learn more →

How to Use Areas and Favorite Common Fishing Locations 🟢 New · Areas represent fishing destinations — like a river or reservoir — and can contain multiple specific locations like ramps and access points. Star your most-used Areas so your guides can find them faster when reporting. Learn more →

How Availability Settings and Additional Slots Work in Manage Online Booking 🟢 New · Control how Brindlechute counts available spots for online booking using three availability modes, plus Additional Slots to add extra capacity on top of your guide count. Learn more →