--- title: Outfitter Success | Mallard Bay Knowledge Base description: Outfitter Success --- [Skip to content](https://resources.mallardbay.com/outfitter-success#main-content) English Show submenu for translations ![Mallard Bay Logos-01.png\]](https://resources.mallardbay.com/hs-fs/hubfs/Mallard%20Bay%20Logos-01.png?height=50&name=Mallard%20Bay%20Logos-01.png) Open main navigation Close main navigation - English Show submenu for translations - Go to mallardbay.com Go to mallardbay.com Welcome to our online knowledge base for outfitters, charters, and sportsmen! - There are no suggestions because the search field is empty. 1. [Mallard Bay Knowledge Base](https://resources.mallardbay.com/) 2. [Outfitter Success](https://resources.mallardbay.com/outfitter-success) # Outfitter Success ## General Questions - [What's included in my plan or tier, and what's the difference between tiers?](https://resources.mallardbay.com/whats-included-in-my-plan-or-tier-and-whats-the-difference-between-tiers-2) - [How do I get my Mallard Bay account set up and add my team members?](https://resources.mallardbay.com/mallard-bay-account-setup-and-team-members-article-1) - [Which setup and marketing tasks does Mallard Bay handle for me versus what I do myself?](https://resources.mallardbay.com/which-setup-and-marketing-tasks-does-mallard-bay-handle-2026) - [What do I need to send in after signup, and who's my point of contact?](https://resources.mallardbay.com/what-do-i-need-to-send-in-after-signup-and-whos-my-point-of-contact) ## Outfitter & Charter Dashboard - [Can I still edit pricing, photos, or packages after my listing is live?](https://resources.mallardbay.com/edit-live-listing-pricing-photos-packages-article-3) - [How do I create, edit, and clean up my listings, including less common listing types?](https://resources.mallardbay.com/create-edit-clean-up-listings-article-4) ## Payments - [What's the fastest way to create and send a quote from a phone call?](https://resources.mallardbay.com/whats-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?](https://resources.mallardbay.com/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?](https://resources.mallardbay.com/can-i-split-a-group-bookings-payment-across-multiple-payers-2026) - [How Do Automated Payment Schedules and Payout Notifications Work?](https://resources.mallardbay.com/how-do-automated-payment-schedules-and-payout-notifications-work-2026) - [How do I set a custom deposit amount or stack multiple discounts on one booking?](https://resources.mallardbay.com/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?](https://resources.mallardbay.com/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?](https://resources.mallardbay.com/how-do-i-connect-stripe-and-why-cant-i-use-venmo-or-paypal) See less ▼ ## Mallard Bay Marketing Services - [Can I fully drop my old website host or booking tool once I join Mallard Bay?](https://resources.mallardbay.com/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?](https://resources.mallardbay.com/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?](https://resources.mallardbay.com/how-does-mallard-bays-marketing-paid-ads-social-media-and-seo-service-work-8) - [What does the Mallard Bay website service include (domain, hosting, SEO, and email)?](https://resources.mallardbay.com/what-does-the-mallard-bay-website-service-include-domain-hosting-seo-email) ## Mobile App - [Is there a mobile app to manage bookings and block calendar dates on the go?](https://resources.mallardbay.com/is-there-a-mobile-app-to-manage-bookings-and-block-calendar-dates-on-the-go) ## Manage Bookings - [How do booking requests work, from calendar status colors through approval to the payment link being sent?](https://resources.mallardbay.com/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?](https://resources.mallardbay.com/how-do-i-manually-create-or-enter-an-offline-or-phone-booking-2026) - [Does checkout stay on my own website, and can I book a phone caller in myself?](https://resources.mallardbay.com/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?](https://resources.mallardbay.com/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?](https://resources.mallardbay.com/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?](https://resources.mallardbay.com/can-i-add-custom-fields-or-build-my-own-automations-on-the-platform-2) - [How do I message all my clients at once with bulk messaging?](https://resources.mallardbay.com/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?](https://resources.mallardbay.com/are-client-records-created-automatically-from-bookings-2026) - [How do I import or export my contact list?](https://resources.mallardbay.com/how-do-i-import-or-export-my-contact-list-2) - [How do I upload and customize waivers and contracts, and how are they delivered and signed?](https://resources.mallardbay.com/how-do-i-upload-and-customize-waivers-and-contracts-and-how-are-they-delivered-and-signed-7) - [Does the platform automatically send trip reminders, payment notices, and booking confirmations?](https://resources.mallardbay.com/does-the-platform-automatically-send-trip-reminders-payment-notices-and-booking-confirmations) - [How do I manually add and manage client records in the CRM?](https://resources.mallardbay.com/how-do-i-manually-add-and-manage-client-records-in-the-crm) See less ▼ - [Outfitter Success](https://resources.mallardbay.com/outfitter-success#main-content) - [General Questions](https://resources.mallardbay.com/outfitter-success#general-questions) - [Outfitter & Charter Dashboard](https://resources.mallardbay.com/outfitter-success#outfitter-charter-dashboard) - [Payments](https://resources.mallardbay.com/outfitter-success#payments) - [Mallard Bay Marketing Services](https://resources.mallardbay.com/outfitter-success#mallard-bay-marketing-services) - [Mobile App](https://resources.mallardbay.com/outfitter-success#mobile-app) - [Manage Bookings](https://resources.mallardbay.com/outfitter-success#manage-bookings) - [Clients](https://resources.mallardbay.com/outfitter-success#clients) - [Sportsman Success](https://resources.mallardbay.com/sportsman-success#main-content) - [General Questions](https://resources.mallardbay.com/sportsman-success#general-questions) # Mallard Bay Outdoors mallardbay.com Help Center Copyright © 2026, Mallard Bay Outdoors