The FBO module must be enabled for your workspace. Contact your workspace administrator if you do
not see the FBO section in the sidebar.
Who should read this: Operations managers and administrators.Prerequisites: Admin role with workspace access.
Enable the Customer Portal
Add a Portal Client
Magic link access
Portal clients access their account through a magic link — a single-use, time-limited URL sent to their registered email address. This removes friction for infrequent users. How it works:- The client goes to the portal login page or clicks Get Access Link.
- They enter their email address.
- PlaneConnection sends a secure magic link to that address.
- Clicking the link signs them in immediately for that session.
Client notification preferences
Portal clients can configure their own notification preferences from Portal > Settings after signing in. Available notification channels:
Clients can opt out of any channel. Remind clients to check their preferences so
important trip communications are not missed.
Monitor Client Activity
If you want to track portal activity, check your operator dashboards:- Trip Requests — new requests appear in your operations queue
- Quotes — track which quotes have been sent, viewed, accepted, or declined
- Messages — client messages appear in threaded conversations
- Invoices — monitor which invoices clients have viewed and their payment status
Related
Manage Trip Requests
Process trip requests that come through the portal.
Create a Trip
Convert portal requests into scheduled trips.
Manage Passengers
Manage passenger records linked to portal clients.
Handle Accounting
Process invoices and payments for portal clients.