Portal features are controlled by your workspace’s portal configuration. Not all features listed
here may be enabled for your clients. See Configure Portal
Settings to manage feature availability.
Portal Access
| Feature | Description |
|---|---|
| Magic link login | Clients sign in by entering their email and clicking a one-time link sent to their inbox. No passwords. |
| Token verification | Each magic link contains a unique token that expires after use. |
| Session persistence | Authenticated sessions persist for the configured duration (default: 30 days). |
https://app.planeconnection.com/{workspace}/portal
Dashboard
The portal dashboard is the landing page after sign-in. It displays:| Element | Description |
|---|---|
| Upcoming trips | List of confirmed and in-progress trips with route, date, and status. |
| Recent quotes | Pending quotes awaiting client review. |
| Recent messages | Latest messages from the operations team. |
| Quick actions | Buttons for requesting a trip, adding a passenger, and viewing invoices. |
Trips
Trip list
Clients see all trips associated with their account:| Column | Description |
|---|---|
| Route | Origin and destination airport codes. |
| Date | Departure date and time. |
| Status | Current trip status (Requested, Confirmed, Active, Completed, Cancelled). |
| Aircraft type | Aircraft make and model (registration not shown). |
| Passengers | Number of passengers on the trip. |
Trip detail
Each trip detail page shows:- Route map — visual display of the flight path.
- Leg details — for multi-leg trips, each leg with its own origin, destination, and time.
- Passenger manifest — names of passengers assigned to the trip.
- Status timeline — chronological list of status changes.
- Special requests — any notes or preferences submitted with the request.
Trip requests
Clients can submit new trip requests with:| Field | Required | Description |
|---|---|---|
| Departure airport | Yes | ICAO or IATA code, or airport name with autocomplete. |
| Arrival airport | Yes | ICAO or IATA code, or airport name with autocomplete. |
| Preferred date | Yes | Departure date and time. |
| Return date | No | For round-trip requests. |
| Passenger count | Yes | Number of passengers. |
| Selected passengers | No | Passengers from the client’s directory. |
| Aircraft preference | No | Preferred aircraft type or specific tail number. |
| Catering requests | No | Free-text catering instructions. |
| Ground transportation | No | Pickup/dropoff instructions. |
| Additional notes | No | Any other special requests. |
Quotes
| Feature | Description |
|---|---|
| Quote list | All quotes sent by the operations team, with status and total amount. |
| Quote detail | Full cost breakdown with line items (fuel, handling, crew, catering, etc.). |
| Accept quote | Client accepts the quote, converting the request to a confirmed trip. |
| Decline quote | Client declines with an optional reason. |
Passengers
| Feature | Description |
|---|---|
| Passenger directory | Client-managed list of passengers with contact and travel document details. |
| Add passenger | Create a new passenger record with name, contact, and document fields. |
| Edit passenger | Update any passenger field. |
| Remove passenger | Delete a passenger from the directory. |
| Assign to trips | Select passengers from the directory when creating a trip request. |
Passenger fields
| Field | Description |
|---|---|
| Full name | First and last name as on travel documents. |
| Contact email. | |
| Phone | Contact phone number. |
| Date of birth | For eAPIS and regulatory compliance. |
| Nationality | Country of citizenship. |
| Passport number | Travel document number. |
| Passport expiry | Document expiration date. |
| Known traveler number | TSA PreCheck or Global Entry. |
Invoices
| Feature | Description |
|---|---|
| Invoice list | All invoices with invoice number, date, trip reference, and status. |
| Invoice detail | Line-item breakdown of charges. |
| PDF download | Download a formatted PDF of any invoice. |
| Payment status | Visual indicator: Pending, Paid, or Overdue. |
Messages
| Feature | Description |
|---|---|
| Message inbox | Threaded conversations with the operations team. |
| New message | Start a new conversation thread. |
| Thread replies | Reply within existing conversation threads. |
| Trip-linked messages | Messages linked to specific trips for context. |
Profile
| Feature | Description |
|---|---|
| Contact details | Update name, email, phone number. |
| Company info | Update company name and address. |
| Preferences | Communication preferences and notification settings. |
Feature Availability by Role
| Feature | Owner | Charter Client | Customer |
|---|---|---|---|
| View trips | Yes | Yes | — |
| Request trips | Yes | Yes | — |
| View quotes | Yes | Yes | — |
| Manage passengers | Yes | Yes | — |
| View invoices | Yes | Yes | — |
| Messages | Yes | Yes | Yes |
| Profile management | Yes | Yes | Yes |
| FBO requests | — | — | Yes |
| Reservations | — | — | Yes |
| Rental history | — | — | Yes |
| Payment methods | — | — | Yes |
Related
Portal Overview
Introduction to the customer portal.
User Roles Reference
All platform roles including portal roles.
Configure Portal Settings
Control which features are available to portal users.