The Client Portal helps clients keep track of everything they have booked with your outfitter. From one page, they can view all trips tied to their account, review invoice status, pay open balances, and open a specific itinerary when they need to complete trip-related tasks.

At the top of the portal, clients will see two main tabs:

This tab shows all trips the client has booked with your outfitter. Clients can filter by year to quickly find past or upcoming trips.

Each trip row may show details such as:

Selecting a trip opens that trip’s detailed itinerary page.

This tab shows all invoices connected to the client’s account. Clients can review invoice status and open unpaid invoices to complete payment.

Clients can open the portal from:

Outfitters can also open the Client Portal themselves if they want to preview what the client sees.

To view the portal experience from the outfitter side:

This is helpful when checking what information is visible to the client or when sending the portal link separately.

When a client selects a trip, they are taken to that trip’s itinerary detail view.

The itinerary is displayed in a table format, making details easier to scan and review.

From this page, clients can:

Direct itinerary links also take clients straight to the related itinerary and task area for that specific booking.

The Client Portal makes it easier for clients to manage trips, especially when they have booked more than one trip with your outfitter.

It helps clients:

The Client Portal gives clients a simple and organized way to manage their trips with your outfitter. With trips, invoices, and itinerary actions all in one place, clients can quickly find what they need and keep moving forward with their plans.