Set up your outfitter organization

Set up your Fishing Outfitter workspace: invite your team, add your trip types, and apply your branding so everything downstream works smoothly.

Your organization is the workspace that holds your team, clients, bookings, and content. A few setup steps make everything downstream work smoothly.

Invite your team

On plans with more than one guide login, add the people who run your outfit and assign each a role. Roles control what someone can see and do — for example, guides see their assignments and tasks, while admins manage bookings and billing.

Add your trip types

Trip types (for example Salmon, Steelhead, Halibut) drive your pricing, lead interests, and booking setup. Add the species and packages you offer so leads and bookings can reference them.

Branding

Add your logo and brand color so your public lead-capture pages and your clients' portal look like your outfit, not a generic tool.