Team, roles & settings
Roles
| Role | Can do |
|---|---|
| Admin | Everything: settings, billing, team management, plus all staff abilities |
| Staff | The daily work: grid, bookings, deliveries, fleet, customers |
Invite teammates from Settings → Team; invites arrive by email and new members set their own password. There's no per-seat charge — invite the whole dock crew.
Settings overview
Everything lives on one Settings page (admin only):
- Brand — business name, logo, and your booking-page slug. Your logo appears on your public booking page and customer emails. The same page has the embed script for your own website. What you rent sets the words guests and staff see (boats at lakes, skis at docks, or Other with words you type). Schema still says boats and lakes.
- Pricing — tax rate and per-boat delivery fee applied to quotes.
- Boat types — manage types and daily rates (also on the Fleet page).
- Online booking — auto-confirm vs. review-first mode.
- Billing & payments — fee handling (pass to customer vs. absorb), Stripe payout onboarding, billing email. See Payments, deposits & billing.
- Features — toggle major features (deliveries, fleet, access points, optimization) on or off. Turning a feature off hides it for your whole team; useful while you're onboarding gradually.
- Prioritization — visual configuration of which boats the assignment engine should prefer.
- Trucks & trailers — how many boats fit on a hitch, and how many loads you can run the same morning. New bookings and Optimize count trips from this list. Leave it empty and we still count one boat per run.
- Guest communication — two click-into pages: Emails (confirmation / pending-review templates, reply-to, CC, and which booking blocks appear) and Waivers (liability PDF; needs the Custom waivers module).
Emails your customers and team receive
All transactional, no marketing: email verification, team invites, password resets, booking confirmations (or "pending review" notices), secure card links, and your monthly invoice. Customer-facing emails show your business name and Reply goes to your reply-to address (Settings → Guest communication → Emails), not OutfitterHQ. Admins configure subject, which booking blocks appear (dates, splash, quote table, deposit / balance / booking fee, custom policy text), and turn stages on/off. Desk bookings email automatically on create when the guest has an address; staff can re-send from the booking page. Every guest email is CC'd to the outfitter and listed on the booking History timeline.
Security & data
- Every account belongs to one organization; your data is scoped to your business and never visible to another outfitter.
- Cards are handled by Stripe end-to-end — card numbers never touch our servers or database.
- Passwords are verified accounts with email confirmation; password resets are token-based and expire.