Who should read this? Operations managers, account owners, and dispatchers who interact with
charter clients. This tutorial is also useful for anyone setting up the portal for the first time.
What the portal is
The Customer Portal is a separate, client-facing application that runs alongside your main PlaneConnection workspace. It provides:- Trip management — clients can request new trips, view upcoming and past trips, and track trip status in real time.
- Quote review — clients receive and review trip quotes with full cost breakdowns.
- Passenger management — clients maintain their own passenger directory with names, contact details, and travel documents.
- Invoice access — clients view and download invoices for completed trips.
- Messaging — a threaded messaging system for direct communication with your operations team.
- Profile management — clients update their own contact information and preferences.
How clients access the portal
Clients access the portal through a dedicated URL unique to your workspace:Portal user roles
The portal supports three client-facing roles:| Role | Description |
|---|---|
| Owner | Aircraft owner or shareholder. Can view all trips, invoices, and passengers for their aircraft. |
| Charter Client | A client who books charter flights. Can request trips, manage passengers, and view invoices. |
| Customer | An FBO customer with access to the customer portal for FBO services. |
What clients see
When a client signs in to the portal, they see a dashboard with:- Upcoming trips — a list of confirmed and in-progress trips with route, date, aircraft type, and status.
- Recent messages — the latest messages from your operations team.
- Quick actions — buttons to request a new trip, add a passenger, or view invoices.
Trip requests
Clients can submit new trip requests directly from the portal. A trip request includes:- Departure and arrival airports
- Preferred dates and times
- Number of passengers
- Special requests (catering, ground transportation, specific aircraft preferences)
Passenger directory
Clients maintain their own passenger list with:- Full name and contact information
- Date of birth
- Travel document details (passport number, expiration date, nationality)
- Known traveler numbers (TSA PreCheck, Global Entry)
Invoices
Clients can view all invoices associated with their trips, including:- Invoice number and date
- Trip details (route, date, aircraft)
- Line-item cost breakdown
- Payment status (pending, paid, overdue)
- PDF download
Messages
The messaging feature provides threaded conversations between the client and your operations team. Messages support text and are organized by trip or as general conversations.How the portal connects to operations
Everything a client does in the portal flows into your main PlaneConnection workspace:| Portal Action | Operations Result |
|---|---|
| New trip request | Appears in Trips > Requests for dispatcher review |
| Passenger added | Available in the passenger directory for assignment to trips |
| Message sent | Appears in the operations messaging inbox |
| Invoice viewed | View event logged in the audit trail |
Next steps
Set Up the Customer Portal
Configure the portal for your workspace.
Send a Portal Invite
Invite your first client to the portal.
Portal Features Reference
Complete feature list for portal users.
Manage Charter Requests
Handle trip requests from portal clients.