The Clients tab gives you one central place to manage every relationship—whether it's a repeat guest or someone just kicking the tires.
We get it—when you're mid-season, there's no time to dig through texts, scribbled notes, or wonder if you followed up. That’s why we built the Client CRM: to keep you organized, in control, and looking sharp without adding more to your plate.
From one clean dashboard, you can:
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View contact info and booking history at a glance
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Add notes in the field so nothing slips through the cracks
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Export client data for use in your ads
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Manually add new leads and keep tabs on prospects - click here to learn more about managing your leads
It’s simple, fast, and built for how outfitters actually work—when things are moving fast and details matter.
Whether it’s a loyal client coming back for another trip or a new lead asking questions, the Clients tab helps you follow up with confidence and deliver a professional experience every time.
It’s one more way we’re helping you spend less time behind a screen—and more time putting folks on fish and game.
This feature is included in our Pro and Elite tiers. To explore its benefits further, we invite you to schedule a demo or reach out to us at sales@mallardbay.com.
Here's How it Works:
Step 1: Access "Clients"
- Navigate to https://my.mallardbay.com/
- Click "Clients"
Step 2: Viewing a Client's Record
- Here you can view a list of clients who have booked a trip at one of your listings. You can search for a client by name, phone, or email. Once you have located the client you wish to view, simply click on their row to view more details.
- Here you can review their contact details, sales history, and even add notes.
- To close the client's details, click the "x" in the upper-right corner.
Step 3: Exporting Records
- If you wish to export a CSV file of your clients, you can do so by selecting the "Export" button.
- The file will then be downloaded to your device.
Step 4: Filtering Clients
- You can also filter your list of clients by trip date. To do so, select the "Filter" option.
- Select "Dates".
- Select your date range and then click "Confirm". You'll then see a filtered list of clients.
