Portal Features

The PlaneConnection Customer Portal provides charter clients, aircraft owners, and FBO customers with a self-service interface. This reference documents every feature available to portal users.

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).

Portal URL pattern: 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.
Email	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

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.

SMS Reference

SmartScore

Operations Reference

FBO Reference

Maintenance Reference

Operational Reports

Portal Reference

Platform Reference

API Reference

Portal Access

Dashboard

Trips

Trip list

Trip detail

Trip requests

Quotes

Passengers

Passenger fields

Invoices

Messages

Profile

Feature Availability by Role

Portal Overview

User Roles Reference

Configure Portal Settings

​Portal Access

​Dashboard

​Trips

​Trip list

​Trip detail

​Trip requests

​Quotes

​Passengers

​Passenger fields

​Invoices

​Messages

​Profile

​Feature Availability by Role

​Related

Portal Overview

User Roles Reference

Configure Portal Settings

Portal Access

Dashboard

Trips

Trip list

Trip detail

Trip requests

Quotes

Passengers

Passenger fields

Invoices

Messages

Profile

Feature Availability by Role

Related