How do I view my client details in Mallard Bay?

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:

• View contact info and booking history at a glance

• Add notes in the field so nothing slips through the cracks

• Export client data for use in your ads

• 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.