From a trip's detail page, you can see which clients have finished their required tasks — like signing their waiver, answering questionnaires, or uploading documents such as a fishing license — and view what they submitted.
Open the trip
From Bookings — click Bookings in the left sidebar, select the booking, then click View trip.
From the Trip calendar — click Trip calendar in the left sidebar, click the trip, then click View trip detail in the pop-up.
Check each client's status
Scroll to the Clients section. Each client shows a status:
Complete (green) – All required tasks are done.
Incomplete (red) – The client still has tasks to finish. Click Complete task to see which tasks remain and complete them.
View what a client submitted
Click Info under the client's name.
In the panel that opens, review their:
Waivers – Click the eye icon to preview the signed waiver.
Questionnaires – Click View response to see their answers.
Documents – Such as a fishing license. This section only appears if the experience requires a document.
To see a client's documents across all their trips, see Search past client documents and files. Guides can check the same tasks in the Guide App — see Completing client tasks in the guide app.