As an outfitter, you can customize the Guide Report to capture the details that matter after each trip. In addition to the default fields, you can add your own fields and organize them into categories — making it easy to track things like expenses, referrals, payouts, and any other information that matters to your operation.
How to Access Guide Report Settings
Go to Guides in your dashboard.
In the top right corner, click Modify Guide Report.
Adding a Custom Field
In the Modify Guide Report panel, click Add Field
Select a field type.
Edit field details.
Available field types:
Field Type | Best used for |
Single select | Choosing one option from a short list (e.g., water conditions, trip type run) |
Multi-select | Choosing several options at once (e.g., gear used, species caught) |
Dropdown | Choosing one option from a longer list (e.g., launch point, vehicle or boat used) |
Date | Recording a calendar date (e.g., date gear was serviced, permit date used) |
Monetary | Capturing dollar amounts (e.g., gas, lunch expenses) |
Percentage | Recording a percentage value (e.g., tip percentage, guide satisfaction rate, trip completion rate) |
Number | Collecting a numeric response (e.g., number of guests, number of kayaks used, trip duration in hours) |
Checkbox | Recording a binary yes/no response (e.g., gear returned, incident occurred, first-time client, client referral) |
Short text | Brief written responses (e.g., pickup location, special notes, client nickname) |
Text area | Longer, open-ended responses (e.g., trip summary, incident description, general feedback) |
The steps above change the report template for all trips. If you're looking to update a single submitted report instead — like adding a fee to one trip; open the trip details page from the booking or Trip Calendar and click the Submitted report label. Guides can't edit a report after submitting it — contact your outfitter or our support team for assistance.
Custom Fields That Affect Guide Pay
For Monetary, Percentage, and Checkbox field types, you can enable the Included in guide pay toggle when creating or editing the field. When enabled, the value entered or selected by the guide on their report is automatically factored into their payout, and the field shows an Included in guide pay label on the report.
Monetary — the dollar amount the guide enters is added directly to their pay (e.g., if the guide enters $50, $50 is added to their payout)
Percentage — the percentage the guide enters is calculated against the client's payment and added to their pay (e.g., if the guide enters 5%, 5% of the client's payment is added to their payout)
Checkbox — requires you to pre-define the pay amount when setting up the field. You can set this as either a fixed dollar amount or a percentage of the client's payment. When the guide checks the box, the defined amount is added to their pay.
The other field types collect information only — they appear on the report for the guide to fill in, but no Included in guide pay toggle is available and they don't affect the payout.
Example: If you add a checkbox field labeled Client Referred by Guide and enable Included in guide pay, you can set a referral bonus as a flat dollar amount or a percentage of the base pay. When the guide checks that box on their report, the bonus is automatically factored into their pay.
Reordering Custom Fields
To reorder, drag and drop custom fields into your preferred order. System default sections remain fixed and cannot be moved.
Removing a Custom Field
Hover over the field you want to delete.
Click the trash bin icon in the top-right corner of the field.
See where this appears in the guide payment in How to View the Guide Payment Details Breakdown.