> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Manage the Customer Portal

> Configure and manage the self-service customer portal where clients can request trips, review quotes, manage passengers, and track invoices.

This guide helps you enable and configure the Customer Portal so your charter clients can self-service trip requests, quotes, passengers, invoices, and team communication.

<Info>
  The FBO module must be enabled for your workspace. Contact your workspace administrator if you do
  not see the FBO section in the sidebar.
</Info>

<Info>
  **Who should read this:** Operations managers and administrators.

  **Prerequisites:** Admin role with workspace access.
</Info>

## Enable the Customer Portal

<Steps>
  ### Step 1: Open portal settings

  Navigate to **Settings > Portal** in the sidebar.

  ### Step 2: Configure portal options

  Set up branding, access rules, and which self-service features are available to portal clients.

  ### Step 3: Save

  Once enabled, you can invite clients to access the portal.
</Steps>

## Add a Portal Client

<Steps>
  ### Step 1: Open the clients page

  Navigate to **Settings > Portal > Clients** and click **Add Client**.

  ### Step 2: Enter client details

  Fill in the client's contact information and set their access level.

  ### Step 3: Send the invitation

  Click **Send Invitation**. The client receives a branded email with a **magic link**
  to activate their portal account — no password setup required on the first visit.
</Steps>

## 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:**

1. The client goes to the portal login page or clicks **Get Access Link**.
2. They enter their email address.
3. PlaneConnection sends a secure magic link to that address.
4. Clicking the link signs them in immediately for that session.

<Tip>
  Magic links expire after 15 minutes. If a client reports the link expired, they can request a new
  one from the portal login screen without contacting you.
</Tip>

## 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             | Email            |
| Quote accepted or declined | Email            |
| Trip status changes        | Email            |
| Invoice issued             | Email            |
| New message from operator  | Email, In-portal |

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

<CardGroup cols={2}>
  <Card title="Manage Trip Requests" href="/how-to/ops/manage-trip-requests">
    Process trip requests that come through the portal.
  </Card>

  <Card title="Create a Trip" href="/how-to/ops/create-trip">
    Convert portal requests into scheduled trips.
  </Card>

  <Card title="Manage Passengers" href="/how-to/ops/manage-passengers">
    Manage passenger records linked to portal clients.
  </Card>

  <Card title="Handle Accounting" href="/how-to/ops/handle-accounting">
    Process invoices and payments for portal clients.
  </Card>
</CardGroup>