In this video, we’ll walk you through navigation and the different tools you can use within your client dashboard.
What is the Clients Dashboard?
The Clients Dashboard is a powerful new feature built into our CRM tools designed to help you better manage communication and history with both new and returning customers. From searching clients to sending follow-ups, creating quotes, and logging notes — everything is now centralized in one easy-to-use dashboard.
How to Access the Clients Dashboard
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Log in to your Mallard Bay account.
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On the left-hand navigation menu, click the “Clients” tab.
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If you don’t see this tab, contact your account manager or use the in-app upgrade option to unlock CRM access.
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What You Can See in the Clients View
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List of all clients who have booked with you through Mallard Bay.
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Key data for each client:
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Most recent trip start date
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First booking date
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Search clients by name using the search bar.
👤 Client Details View
Click on a client’s name to view:
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Number of previous bookings
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Gross sales
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Packages previously booked
Available Actions:
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Email the client directly.
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On mobile, tap their phone number to call or text.
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Use message templates (email or SMS) to quickly:
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Send a Google review request
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Send custom follow-ups
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Launch a new quote pre-filled with the client’s name.
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Create a new booking (great for logging deposits or running a card).
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Convert to a lead if not yet booked.
Client Profile Customization
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Edit a client’s group or page info.
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Upload a profile image to recognize clients visually instead of by name.
Notes & Team Collaboration
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Use the notes section to log important info about a client.
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Tag team members (e.g.,
@Owner) to trigger:-
Email or in-app notifications
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Actionable alerts to review or follow up
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Attachments:
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Upload relevant media such as:
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Photos
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Liability waivers
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Forms
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All uploads stay tied to the client’s record and booking history.
What’s Coming Next?
In the next tutorial, we’ll cover how to create custom properties within the client dashboard — so you can better segment clients, build targeted lists, and launch campaigns like bulk emails or newsletters.