Changelog

User-visible changes to OutfitterHQ. Newest first. Internal refactors and infra that don’t change what you see stay off this page.

How we write entries

Lead with what you can do now (or what broke and got fixed)
Name the surface: grid, bookings, online booking, deliveries, settings
Link the handbook page when one exists
No “excited to announce”

2026-10-06 — TD Online Mart settings walks the portal steps

Under Settings → Pricing & payments → Card processor, TD Online Mart now lists the call to TD, the two portal passcode pages, and what to paste. After you connect, it spells out test vs live (real cards decline in test; TD wipes passcodes when they flip you live). The software-fee radios stay tucked away unless you ask to change them. See How to charge cards through TD Online Mart.

2026-09-28 — Form options, adults on an active trip, grid length

Booking form → Layout (when Custom fields is on): start can always copy into return; the “required by” list can start at a later hour; a field can wait for certain start locations; Adults can sit under the hull picker; the suggestion card can stay quiet (staff pick first) or hide. See Custom fields & booking form.
New field kinds: address (street / city / region / postal) and size and quantity (dropdown + count, a new row when you fill one). The built-in contact address can use the same split boxes — including when you add a guest on New booking or Add customer, not only Confirm contact. On a split-address shop the boxes are open on New booking; Enter does not submit the guest from the middle of the form.
Active trip: you can save party size, contact, notes, and extra fields. Dates, boats, and locations stay locked until you return it.
Grid: drag a block’s left or right edge to change the length. With New booking or Edit open, Shift-click another boat to add that hull; Shift-click it again to take it off. Click a lake name on the left to show only that place (click another to add it). See The scheduling grid.
Booking form: height and shirt/PFD size rows keep the size you picked next to how many, and a short tally above (3× 5′5″ · 2× 6′0″).

2026-09-18 — Drag the new booking before you save it

On the grid, the dashed block for a booking you are still filling in now moves like a saved one. Drop it on another row and the form swaps to that boat; drop it on other days and the dates slide over at the same length; a diagonal drop does both. Recommended boats and the quote follow.
A drop onto days that boat already has a trip is refused, and the banner names the boat and the dates — the block stays put. See How to create a staff booking.
Fixed: dragging a saved booking on the grid could do nothing on release, and if the board scrolled while you dragged, the block could land a day or two off. Both are fixed; the cell under your pointer is where it lands.

2026-09-18 — Name your own hull statuses

Optional module, off by default: Settings → Advanced → Boat statuses. When on, Settings → What you offer → Boat statuses lets you add your own labels — "Winterized", "Needs gelcoat", "Demo unit" — each filed under one of three effects the Grid understands: bookable, on hold, or out of the fleet. Rename the three built-ins if you like; each effect keeps one default.
Fleet shows the label as a coloured chip and swaps the Out of service / Back in service / Retire buttons for one status picker. Moving a hull off the Grid still asks first and still refuses while it has bookings.
The hull page gets meters — rented days, trips, rented days since the last repair, last return condition — and every status change lands on the timeline with the label.
Assignment rules can read hull status as a built-in field ("when hull status is Demo unit, don't recommend that boat"). Changes to the list show under Recent changes on the statuses page. See How to name your own hull statuses.

2026-09-18 — Route restrictions speak your shop's language

Settings → Booking rules → Route restrictions no longer assumes you paddle. The two rule types now read from your vocabulary: a canoe shop still sees "Can't paddle between" and "Experienced paddlers only"; a snowmobile or ATV shop sees "Can't ride between" and "Experienced riders only"; a kennel sees "Can't mush between". Same rules, your words.
The amber warning on New booking, the banner on the booking page, and the line in How boats were chosen use the same words. "Put-in → take-out" is now "start → return" plus whatever you call a place. See How to mark places guests can't travel between.

2026-09-18 — Report dashboards and Booking breakdown

Reports now opens on Booking breakdown: bookings and revenue by channel (online, phone, email, walk-in), plus your public booking page as a funnel — visitors, started, saw a boat, details, booked, paid — with the visitor-to-booking rate and why guests were turned away.
Three more presets: Revenue, Fleet utilization, Guests & trips. Customize any of them into your own dashboard: add, edit, remove and drag tiles; pick a metric, breakdown, chart and size with a live preview; set the range it opens with. Saved dashboards are shared with every admin in your shop. Filters (channel, boat type, access point, rental vs package) narrow a whole dashboard at once. CSV per tile.
New booking → Finish has an optional How did this booking come in? (Phone, Email, Walk-in, Other). Also on the booking page. Untagged staff bookings show as "Staff (not recorded)". See Reports.
Season summary and Savings calculator are unchanged. Settings → Advanced → Report dashboards turns the new pages off if you want the old Reports back.

2026-09-18 — "Powered by OutfitterHQ" now links to us

Online booking, card links, waiver links. The small "Powered by OutfitterHQ" line at the bottom of your guest pages is now a link to our site. It always opens in a new tab: a guest mid-booking keeps their place, and the embedded widget never sends your own website somewhere else. See Online booking.

2026-09-17 — Charge cards through your own TD Online Mart account (optional)

Settings → Pricing & payments → Card processor. Shops on TD Merchant Solutions can point card charges at their own TD Online Mart account instead of Stripe. Paste your Merchant ID and two API passcodes; we test them against TD before saving.
Guest card links, the desk Card tab, Charge card on file, and cancel refunds all run through TD once it's connected. Card details are entered directly with TD; the payment history shows the same ledger.
Pick how our booking fee is collected: on your monthly invoice, or as a separate charge to the guest. Off by default — ask us to turn it on. See How to charge cards through TD Online Mart.

2026-09-17 — Route restrictions between access points

Settings → Booking rules → Route restrictions. Mark pairs of lakes guests can't paddle between, or should only paddle with an Experienced group. Add a note like "4 km portage" if it helps.
New booking and Edit show an amber warning under the start and return lakes the moment a restricted pair is picked (and beside Experience for experienced-only pairs). Save still works — the desk decides.
The booking page shows a banner when staff went ahead on a flagged route, and the engine records it on the decision audit. Loop trips are never flagged; online guests only book loops, so they never see it. See How to mark lakes that can't be paddled between.

2026-09-17 — Savings calculator in Reports

Reports → Savings calculator (admins). For any date range, see the desk hours and dollars the app took off your plate: bookings taken online or by email hold, staff bookings on the board, In & Out lines generated, and truck jobs scheduled — each times your own minutes per task and hourly wage. Save your numbers once; they stick for your shop.
Predict a season. Type bookings, online share, days open, and truck jobs, or start from a real range and scale it to a full season. Same math.
CSV export includes both panels. See Reports.

2026-09-14 — Extra booking questions (optional)

Settings → Advanced → Custom fields & booking form (off by default). Add typed questions on the trip, each person, a boat type, or one hull. Layout starts as today’s desk and guest forms — locked widgets stay. Assignment rules can exclude or prefer boats; drag order in Prioritization is the weight. See Custom fields & booking form and How to add extra booking questions.

2026-09-12 — New booking shows on the grid before Save

From the grid (desktop side panel), the dates and boats on the form paint as dashed blocks on those rows so you can see the slots you are considering. They update as you change hulls or dates, and they go away when you Save or go back. See The scheduling grid and How to create a staff booking.

2026-09-12 — Handbook home is a table of contents

Search lives on how-to guides (and in the guides sidebar). The handbook index is the map, not another search box.

2026-09-12 — Unfinished onboarding tracker is not a handbook page

The video-onboarding draft and its status sheet are off the public handbook. Start with How-to guides.

2026-09-12 — Search the handbook like you talk at the desk

Handbook home and how-to guides now have a search bar. Type “move a boat” or “guest emailed” and it opens the right page — not a pile of keyword matches. / focuses the box. Guide pages keep a smaller search in the sidebar.

2026-09-12 — Questions at the bottom of handbook pages

Every handbook page now has a Questions section. Ask about that guide; replies stay on that thread. Signed in, the post shows your name. Signed out, you can sign in or post anonymous. See About.

2026-09-12 — Trailer sizes say usual / max

Settings → Trucks & trailers now asks Usual boats and Max boats, with a short tip on each. Same packing as before: max only when it avoids another hitch. See How to set trucks and trailers.

2026-09-12 — Trucks & trailers on Optimize

Settings → Trucks & trailers is where you list hitch sizes (usual / max) and how many trucks you run. Leave it blank and Optimize still uses per-boat trucking. Booking rules → Prioritization no longer holds those fields. See How to set trucks and trailers and Smart boat assignment.

2026-09-12 — Places map & outfit stops (optional)

Settings → Advanced → Places map & outfit stops (off by default). The access-points map colors the yard vs put-ins, lists unpinned places, and shows straight-line distance between two pins. Online booking hides the yard and tells the guest whether to stop at the outfit first. Staff new bookings show the same line. Booking rules can hide the guest map (sentence stays). See Fleet & access points.

2026-09-12 — Comfortable seats, optional squeeze

Boat types already had rec / max capacity (2 and 3 on a canoe). New bookings now recommend the comfortable number. If that adds a truck run and squeeze would save it, the form offers Use squeeze — it does not pick that for you. Auto-snug only happens when the party cannot fit at comfortable seats. Taking a boat off a trip someone already paid for needs a confirm and leaves a staff-only note; their quote stays put. See Smart boat assignment and How to create a staff booking.

2026-09-12 — Email holds copy does not credit Ask

Settings → Advanced → Email holds now says a hold lands as Pending. Ask at the desk does not create it. See Email holds.

2026-09-12 — How this outfit decides

Signed-in staff see this outfit’s decision tree on the matching handbook guides (boat pick, hull ticks, online vs desk, Optimize / overnight). Branches join instead of repeating. The block says it is from the outfit you are logged into, and that other readers do not see it. Settings stay knobs-only, with a one-line link. See How to set boat prioritization.

2026-09-12 — Ask stays Ask when something fails

If Ask cannot answer, it says to try again or take the booking by hand. It does not name how it is built. See Ask (OutfitterAI).

2026-09-11 — Optional trailer loads on Optimize

Settings → Booking rules → Prioritization has an optional Trailer loads block (how many trailers, comfortable boats per load, squeeze capacity). Leave them blank and assignment stays as it is. When set, Optimize packs one hitch at a time and only squeezes to avoid another trip. See Smart boat assignment and How to optimize the grid.

2026-09-11 — Email holds and overnight truck pass

Email holds (Settings → Advanced, plus OutfitterHQ enable): guests write book+your-shop@inbound.outfitterhq.ca. A complete request holds boats as Pending. You still approve. Ask at the desk does not create the booking. See Email holds.
Overnight truck pass (same dual gate): before the dock opens, only clean truck-saving swaps on tomorrow-or-later confirmed trips are applied. Morning digest + grid Revert. See Overnight truck pass.

2026-09-11 — Ask hulls you named stay ticked

If Ask puts a specific boat on the New booking form (C4 even when it does not fit), that pick stays. The recommendation card does not swap it for Z1/Z2. Tap Use recommendation if you want the engine pick. See Bookings.

2026-09-11 — Ask knows when you Save or Apply

After Ask fills a booking or settings page, the card goes away. You Save on the page. Ask then confirms and can take the next step (deposit, another hull). Apply in Ask still sits on moves, cancel, and start trip until you tap it. See Ask (OutfitterAI).

2026-09-11 — Ask fills the grid side panel

On the grid (desktop), Ask opens New booking or the trip you named in the side panel instead of leaving for the full page. If that panel is already open, it fills it. Phone still uses the full page. See Ask (OutfitterAI).

2026-09-11 — Delivery follows the boats, and you can override it

Delivery and Pickup tick from where the hulls are. Uncheck (or check) if the truck plan is different — the amber note stays next to the box, including after Save. The fee and the In & Out delivery line cover only boats that are not already at the start lake. See Bookings and In & Out sheet.

2026-09-10 — Setup waits if analysis is already running

Import, upload, and Review what we found won’t stack while the wizard is still reading. A quicker pass can kick in after a lot of analysis in one week — you still confirm every rate. Let us know if you need a fuller read. See How to run the setup wizard.

2026-09-10 — Ask Dismiss drops a staged move

Dismiss on an Ask card throws away the staged Apply without changing the board. The chat stays. See Ask (OutfitterAI).

2026-09-10 — Bookings shows how many are waiting for approval

When online bookings are in review, Bookings in the nav shows the count. It clears when you approve or decline. See Bookings and Online booking.

2026-09-10 — Ask cap can wait until next week

Ask still pauses when the shop hits today's cap. If the shop is on a weekly cap, it waits until next week instead. Let us know is unchanged. See Ask (OutfitterAI).

2026-09-10 — Ask New starts a clean pad

New in Ask clears this tab's thread and the staged Apply card. Thirty minutes quiet does the same, so the next person at a shared login does not see the last guest. A refresh still keeps the current job. Apply is in Ask, not on the grid, and stays on this tab through a reload. See Ask (OutfitterAI).

2026-09-10 — Ask taps sit in the empty thread

What's on this week and Suggested moves (and the other page taps) show when Ask is empty. After you send, they go so the reply and the box keep the room. See Ask (OutfitterAI).

2026-09-10 — Edit recommendation can keep the boats already on the trip

Opening a booking, the optimizer treats those hulls as free for this trip only. The card can say keep them, or suggest a different set if dates or the party changed. You still choose Use recommendation. See Bookings.

2026-09-10 — Edit keeps the booked boats; Ask points at the move

Opening a trip from the grid keeps the hulls already on it. If Ask has a staged move, that shows as Ask suggested — you still choose Use recommendation or Apply. The grid flash is that trip plus dashed bars on the empty target boats, then it clears. See Ask (OutfitterAI).

2026-09-10 — Ask Expand is for reading

The corners icon on Ask makes the floating chat wider and taller so a table or handbook quote is readable. Tap again to return the compact popout. Same thread, same page — not a separate Ask screen. See Ask (OutfitterAI).

2026-09-10 — Ask lists and tables keep their shape

Ask replies can use real lists, bold, and tables again. A finished answer no longer gets flattened into one line. See Ask (OutfitterAI).

2026-09-10 — Ask can read the handbook

Ask can search the same guides and feature pages you already have, then quote the page with a link. It does not invent how a flow works. See Ask (OutfitterAI).

2026-09-10 — Ask can show the grid as a table

Ask can read the live board (who is on which hull, put-in / take-out, truck runs, empty hulls) and answer in a table. Suggested moves checks that board against the optimizer — destination free, already at the splash, saves a truck — instead of repeating the suggestion list. It still does not apply swaps. See Ask (OutfitterAI).

2026-09-10 — Ask can read and fill settings

Ask can read settings you are allowed to see, including optimizer suggestions and boat-order / substitution rules. If you can edit, it opens the page and fills the fields. You tap Save. It does not write settings, change a password, or apply grid swaps. See Ask (OutfitterAI).

2026-09-10 — New booking: Done does not record the deposit

After you save a booking, Done leaves only once cash, terminal, or card has recorded the deposit. If you click it first, it tells you the deposit is not recorded. Skip for now still leaves it unpaid. See How to create a staff booking.

2026-09-10 — Ask: fill stays in the chat

Ask no longer collapses into a confirm bar after it paints the New booking form. Looks right / Show on form stay in the thread, and you can keep talking. See Ask (OutfitterAI).

2026-09-10 — Settings: embed preview stops at the widget

Settings → Business: the website embed preview is as tall as the booking form, not a tall empty frame you scroll past.

2026-09-10 — Grid: dark mode lines are muted again

Dark grid no longer draws bright white cell lines. Day borders use the same lakeshore color as the rest of the board.

2026-09-10 — Settings: Guest communication is a hub

Settings → Guest communication is now two cards you click into — Emails (confirmation / pending-review templates, reply-to, CC) and Waivers (liability PDF). Same pages as before; they are no longer stacked on one scroll. See Team, roles & settings and Liability waivers.

2026-09-10 — What you rent: Other, in your words

Settings → Business and setup: tap Other and type what you rent, where they live, and what you call guests. Same three fields as the named packs. See Team, roles & settings.

2026-09-10 — Handbook: year-round fleet ops are in

Who this is for no longer rules out a hotel-style PMS or a twelve-month season. Same grid in January as in July.

2026-09-10 — Online booking: embed the checkout on your site

Settings → Business: copy a one-line script (like Stripe’s) to drop the guest book flow on your own page. Pick Night, Pine, Lake, Sand, or Canvas so the widget matches the site. Card fields inside use Stripe’s night theme. Your standalone /book/… link still works. See Online booking.

2026-09-10 — Ask: talks back, and you can drag it

Ask (Settings → Advanced → OutfitterAI) now replies as you type — not a one-shot “Done.” Lists and bold render in the chat. Hold the header to move it; let go to drop. Double-click to put it back. You still Save. See Ask (OutfitterAI).

2026-09-10 — Online booking: quote updates as you change the trip

Public book page: changing dates, starting lake, party size, package, or experience checks availability on its own. The old quote clears so you cannot Continue on stale boats. See Online booking.

2026-09-10 — Bookings: no sign link until a waiver PDF exists

Booking detail: Copy / Email sign link do not send when Custom waivers is on and no PDF is uploaded. Admins get Upload waiver PDF (Settings → Guest communication → Waivers). Staff see why and who to ask. Paper attest still works. See Liability waivers.

2026-09-10 — Confirmation email lists the online booking fee

When you pass the software fee to the guest, their confirmation (and pending) email itemizes Online booking fee as paid or due now. Trip total and balance stay the rental quote. Same wording on the public book page and payment link. See Payments, deposits & billing.

2026-09-10 — Settings: upload prompt when Custom waivers is on

Settings → Advanced: turning on Custom liability waivers shows where to put the PDF (Settings → Guest communication → Waivers) and a button that opens the upload. See Liability waivers.

2026-09-10 — Home: stay on the public site when you’re signed in

Visiting outfitterhq.ca no longer dumps you onto the grid. Open [your shop] (hero and header) takes you in. Log in and sign up still land in the app.

2026-09-10 — Ask: open and fill a booking from any page

Ask (Settings → Advanced → OutfitterAI, off by default) can open the New booking form, fill it in front of you, and let you Save as usual. See Ask (OutfitterAI).

2026-09-10 — Handbook: desk walkthrough plays when you see it

Marketing home and handbook home: the desk walkthrough starts when it is on screen (muted; unmute from the player). See The OutfitterHQ Handbook.

2026-09-10 — Online booking: missing waiver PDF no longer blocks guests

Online booking: if Custom waivers is on but you have not uploaded a PDF, guests can still finish the book link. Waiver signed stays unchecked until they e-sign or staff mark it. See Liability waivers.

2026-09-10 — Grid: full screen keeps the preview banner

Grid: full screen no longer covers the amber Preview environment strip (or the impersonation banner). See The scheduling grid.

2026-09-10 — Pricing: pick a model

Pricing now has a short form: who you are, email, which fee shape you’d rather see (guest flat, guest percent, or the shop pays per booking), and an open note. Amounts still TBD.

2026-09-10 — Handbook: two-minute desk walkthrough

Handbook home now plays a short recording of a new booking and the grid. See The OutfitterHQ Handbook.

2026-09-10 — Offline editing paused

Deep offline sync (replica / Add to Home Screen) is off. It broke clicking from Grid to Settings and other pages. The grid can still show a recent cached schedule. See Offline.

2026-09-10 — Grid: full screen is the expand icon

Grid: full screen is the expand/collapse icon next to Optimize — no labeled button. Same action; Esc still leaves. See The scheduling grid.

2026-09-10 — Grid: new booking while a trip is open; honest move errors

Grid: drag empty days on a boat row to start a new booking even if another trip is open in the side panel — the panel switches to New booking. See The scheduling grid.
Grid: if a drag-move fails (usually gear), you see the real reason. Force move anyway is on that banner. Needs attention / Sync is only when offline v2 is on. See How to move and edit bookings.

2026-09-10 — Grid full screen; backdated staff bookings

Grid: Full screen fills the window with the board. Esc or the same button leaves. See The scheduling grid.
Staff bookings: you can save a trip that is all or partly in the past; the form warns you. Online guests still cannot start in the past. See How to create a staff booking.

2026 — handbook published as the public docs home

This handbook is now the public documentation set: who the product is for, voice, pricing model (amounts TBD), features, roadmap, and comparisons.

App: outfitterhq.ca

Older product changes will be backfilled here as we harden the public site. If something shipped and isn’t listed, email hello@outfitterhq.ca — that’s a bug in the changelog.