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This guide walks you through enabling the customer portal, configuring its settings, and preparing it for your first client invitations.
This feature requires administrator or workspace owner permissions. Changes made here affect all users in your workspace.
Who should read this: Workspace administrators and account owners who want to give charter clients and aircraft owners a self-service portal.Prerequisites: Admin or Account Owner role. An active PlaneConnection workspace with at least one confirmed trip or active client relationship.

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Enable the portal

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In the sidebar, click Settings, then select Portal from the settings menu.
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Turn on the portal
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Toggle the Enable Customer Portal switch to the on position. This activates the portal URL for your workspace.
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Review the portal URL
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Your portal is accessible at:
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https://app.planeconnection.com/{your-workspace}/portal
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This URL is unique to your workspace and can be shared with clients or linked from your company website.
Enabling the portal does not automatically grant any clients access. You must explicitly invite clients before they can sign in. See Send a Portal Invite.

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Configure portal features

After enabling the portal, configure which features are available to your clients.

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Trip requests

Control whether clients can submit new trip requests through the portal:
SettingDescription
Allow trip requestsClients can submit new trip requests from the portal.
Require approvalAll trip requests require dispatcher approval before confirmation.
Auto-assign dispatcherIncoming requests are automatically routed to a specific dispatcher.

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Passenger management

SettingDescription
Allow passenger managementClients can add, edit, and remove passengers in their own directory.
Require travel documentsPassengers must have passport or ID details before trip assignment.

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Invoices

SettingDescription
Show invoicesClients can view invoices for their trips.
Allow PDF downloadClients can download invoice PDFs.

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Messaging

SettingDescription
Enable messagingClients can send and receive messages with your operations team.

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Configure branding

Customize the portal appearance to match your company brand. Navigate to Settings > Portal and scroll to the Branding section.
SettingDescription
Company logoUpload your logo (PNG or SVG, recommended 200x60px). Displayed in the portal header and login page.
Primary colorYour brand’s primary color. Applied to buttons, links, and accents.
Welcome messageCustom text displayed on the portal login page.
Use your company logo and brand colors so the portal feels like part of your own website rather than a third-party tool. This builds client confidence and trust.

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Set up client management

Before inviting clients, ensure your client records are up to date.
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Review your client list
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Navigate to Settings > Portal > Clients to see all clients who have portal access or pending invitations.
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Add client records
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If you have existing clients who are not yet in the system, add them through the main platform’s passenger or owner management before sending portal invitations.
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Assign client roles
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Each portal user needs a role:
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  • Owner — for aircraft owners and shareholders
  • Charter Client — for clients who book charter flights
  • Customer — for FBO customers

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    Test the portal

    Before inviting real clients, verify the portal works correctly:
    1. Send a test invitation to your own email address.
    2. Click the magic link to sign in.
    3. Verify the dashboard loads with your branding.
    4. Submit a test trip request and confirm it appears in your operations queue.
    5. Check that messaging works in both directions.

    Portal Overview

    Understand the portal’s purpose and capabilities.

    Manage Portal Branding

    Customize logos, colors, and welcome messages.

    Send a Portal Invite

    Invite your first client to the portal.

    Configure Portal Settings

    Advanced portal configuration in workspace settings.
    Last modified on April 11, 2026