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The PlaneConnection Customer Portal gives your charter clients and aircraft owners a branded, self-service interface where they can request trips, manage passengers, review invoices, and communicate with your team — without needing access to your internal operations platform. This tutorial introduces the portal’s purpose, how clients access it, and what features are available to them.
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.

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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.
The portal uses your workspace’s branding (logo, colors) so it feels like an extension of your company rather than a third-party tool.

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How clients access the portal

Clients access the portal through a dedicated URL unique to your workspace:
Authentication uses magic links — clients enter their email address, receive a one-time login link, and click it to sign in. There are no passwords to manage.
Magic link authentication reduces friction for clients who may only interact with your portal a few times per year. They never need to remember a password.

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Portal user roles

The portal supports three client-facing roles: These roles are separate from your internal staff roles. Portal users cannot see safety data, dispatch boards, crew information, or any other internal operations data.

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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.

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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)
Trip requests appear in your operations team’s queue as pending requests. Your team reviews, quotes, and confirms them through the main platform.

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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)
This information is automatically attached to trip requests, saving your operations team from collecting it manually.

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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

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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.

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How the portal connects to operations

Everything a client does in the portal flows into your main PlaneConnection workspace: Your team never needs to grant portal users access to the main platform. The portal acts as a controlled window into your operations.

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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.
Last modified on April 11, 2026