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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

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:

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Passenger management

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Invoices

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Messaging

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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.
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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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