Client Portal
Clients is the guest roster inside Mallard Bay: one place to see everyone you know, segment them into client lists for outreach and campaigns, and tag them with custom properties you define. Client records connect to bookings, quotes, leads, and messaging, so notes and history follow each guest across sales and operations.
Benefits
• Import your existing guest list by CSV
• Custom properties to tag, filter, and organize guests consistently
• Saved client lists with filter rules for targeted email and SMS
• Booking, quote, and lead history on every client record
• Message a client or a whole list with your templates