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Outfitter Success
General Questions
- What's included in my plan or tier, and what's the difference between tiers?
- How do I get my Mallard Bay account set up and add my team members?
- Which setup and marketing tasks does Mallard Bay handle for me versus what I do myself?
- What do I need to send in after signup, and who's my point of contact?
Outfitter & Charter Dashboard
Payments
- What's the fastest way to create and send a quote from a phone call?
- How do I invoice a direct-booking client, and what does the invoice toggle on a quote do?
- Can I split a group booking's payment across multiple payers?
- How Do Automated Payment Schedules and Payout Notifications Work?
- How do I set a custom deposit amount or stack multiple discounts on one booking?
- How do processing fees, booking fees, and other checkout charges work?
- How do I connect Stripe, and why can't I use Venmo or PayPal?
Mallard Bay Marketing Services
- Can I fully drop my old website host or booking tool once I join Mallard Bay?
- Where does my website build stand, and how do I review or approve it before launch?
- How does Mallard Bay's marketing, paid ads, social media, and SEO service work?
- What does the Mallard Bay website service include (domain, hosting, SEO, and email)?
Mobile App
Manage Bookings
- How do booking requests work, from calendar status colors through approval to the payment link being sent?
- How do I manually create or enter an offline or phone booking?
- Does checkout stay on my own website, and can I book a phone caller in myself?
- How do I import my existing bookings and calendar data from iCal, Google Calendar, or Airbnb?
- Does my calendar automatically sync with Google Calendar, Airbnb, or FishingBooker?
Clients
- Can I add custom fields or build my own automations on the platform?
- How do I message all my clients at once with bulk messaging?
- Are client records created automatically from bookings, and do notes carry over season to season?
- How do I import or export my contact list?
- How do I upload and customize waivers and contracts, and how are they delivered and signed?
- Does the platform automatically send trip reminders, payment notices, and booking confirmations?
- How do I manually add and manage client records in the CRM?