Preview what your hunters and guides will see

See your client portal with a sample hunter and your guide app with a sample guide, using your own branding, settings and plan, before you invite anyone.

Before you invite a client or a guide, you can see what they'll land on. The client preview shows your portal with a sample hunter, and the guide preview shows the guide app with a sample guide. Both use your real branding, settings and plan, and nothing in either one is saved or sent.

Preview the client portal

Open it from any of these places:

• See what your hunters will see, on the setup checklist.
• Preview in portal, under the welcome message in Settings. It shows your saved message, so save an edit before previewing it.
• Preview as hunter, on the Packing List page.
• Preview the client portal, on the Clients page while you're looking at clients who need an invite, and Preview what they'll see, on a client's page before their portal is active.

You'll see your portal as a sample hunter named Sam, booked on your first active hunt type, season and area. If you haven't set up a hunt type yet, Sam is booked on a sample elk hunt. Your logo, brand color, welcome message, packing list, FAQ, gallery and camp menu are your own, and a tab your plan doesn't include says so, because your clients won't see it either. The banner at the top shows the address your clients sign in at.

• Pay Now is shown but turned off. If Stripe isn't connected, the preview notes that clients will see your wire or check instructions instead.
• The Documents, To-Dos, Travel and Profile tabs aren't shown, because they hold a client's own records.
• Emails, texts and signed PDFs aren't part of the preview.
• The preview always shows the sample hunter, never a real client's account.

Preview the guide app

Click Preview as guide on the Guides page, or Preview what they'll see on a guide's page while their invite is pending. You'll see the guide app's home screen as a sample guide named Jordan, with the menu your plan gives guides, your season checklist banner, and the sample hunt with its meeting point.

Field notes, harvest and end-of-hunt reports, expenses, tasks and the guide's profile aren't shown, since they hold a guide's own records. The sample hunter has no weapons, travel details, lodging or stand on file, so those sections are hidden; your guides see them once they're filled in.

Leaving the preview

A preview is an ordinary page in your dashboard and doesn't change your login, so just navigate away, or use Back to dashboard (client preview) or Back to guides (guide preview) at the bottom of the page.