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:| Event | Channels |
|---|---|
| New quote sent | |
| Quote accepted or declined | |
| Trip status changes | |
| Invoice issued | |
| New message from operator | Email, In-portal |
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.