Learn the portal.
Guides organized by audience and topic. Start with the area you use most.
Client Portal Basics
Trip visibility, submitting requests, viewing documents, and reading your account activity.
Owner Portal Basics
Aircraft overview, running an owner report, downloading the PDF, and finding past reports.
Staff Operations
Request triage, flight coordination, owner workflows, and document controls.
Documents & Reports
Uploading documents, marking client visibility, and managing generated report history.
Account Activity
How account activity is structured, what clients see, and how staff post entries.
Owner Reports
Running on-demand owner reports, choosing date ranges, and using the PDF history.
Integrations
Connecting QuickBooks, mapping customers and items, and understanding integration scope.
Security & Access
Roles, company isolation, owner scoping, and the client-visible vs internal boundary.
Getting Started
Onboarding for a new operator, inviting first users, and setting up the first company.