OutfitterHQ
GuidesHandbookPricingLog inStart setup
How-to guides

Self-serve the whole product

Get started

  • sign up and verify
  • run the setup wizard
  • make your first booking

Your shop

  • set up access points
  • set boat types and rates
  • add your fleet
  • name your own hull statuses
  • stock gear and inclusions
  • set outfitting packages

Day to day

  • read the scheduling grid
  • create a staff booking
  • move and edit bookings
  • start a trip and take returns
  • run the deliveries sheet
  • review an email hold

Online & money

  • turn on online booking
  • take deposits and cards on file
  • connect Stripe
  • charge cards through TD Online Mart

Smarter ops

  • optimize the grid
  • set boat prioritization
  • mark places guests can’t travel between
  • set trucks and trailers
  • take a booking with Ask
  • How the overnight truck pass works

Team & settings

  • invite your team
  • set policies and guest emails
  • add extra booking questions

When something’s off

  • work offline
  • clear Needs attention

Also

  • Getting started overview
  • Pricing
  • Feature reference
Handbook/guides/team and settings/invite staff

Team & settings

How to invite your team

Steps

  1. Admin opens Team.
  2. Enter email, pick role (admin vs staff).
  3. Send invite. They set a password from the email link.
  4. First login lands them on the grid with permissions for that role.

Roles (short)

  • Admin — settings, billing, invites, destructive ops.
  • Staff — day-to-day bookings, grid, deliveries.
PreviousHow the overnight truck pass worksNextHow to set policies and guest emails

Questions

Ask about this page. We answer here.

Loading…

Loading questions…

OutfitterHQ — scheduling for outfitters who run named boats across real lakes.

How-to guidesWho this is forRoadmaphello@outfitterhq.ca