Integrations overview

Overview

Integrations is the hub in the Mallard Bay admin dashboard where you open setup for third‑party connections: calendars, outbound email, social lead capture, accounting, SMS, and your booking widget. The page at /integrations is a launcher—a grid of cards. Choosing a card takes you to that integration’s own screens and workflows; nothing is configured only from the overview.

Prerequisites

• Outfitter context — The integrations area expects an outfitter workspace (your business) to be selected. Several integration routes show a “select an outfitter” state when none is selected (for example internal admins working across accounts).
• Accounts and permissions elsewhere — Connecting QuickBooks or Meta usually requires you to sign in with a user who can authorize apps on those platforms. Custom email domain setup needs access to your DNS host. SMS registration asks for business details matching your legal entity.
• Feature access on some integrations — In this codebase, Calendar (synced calendar integration), Meta, QuickBooks, and SMS are wrapped in subscription feature checks before the full setup UI loads. If you see an upgrade or blocked state there, it reflects product entitlements rather than a broken connection flow. Custom email domain and Website widget routes checked here do not use that same paywall wrapper (availability may still vary by account in production).

Not determined from this repository: The exact sidebar label or menu group where Integrations appears for your organization. Navigation entries are supplied by the dashboard backend (dashboardNavigationMenu), so wording can differ from account to account. You can always open https://<your-dashboard-host>/integrations if you know your Mallard Bay dashboard URL.

Step-by-step usage in the dashboard

1. Open Integrations
   Go to /integrations. The page header title is Integrations.

2. Scan the grid
   Cards are shown in a responsive grid. Each card shows a title and short description taken from the product copy.

3. Open the integration you need
   Click the card. The dashboard navigates to that integration’s section. Current cards and destinations (from the app router) are:

   • Calendar → /integrations/calendar (includes Import and Export under /integrations/calendar/import and /integrations/calendar/export). Purpose in-product: import or export calendar data so availability stays aligned across platforms.
   • Custom email domain → /integrations/custom-email-domain. Purpose: send email from your own domain (DNS verification is part of setup).
   • Meta → /integrations/meta. Purpose: connect Facebook and Instagram so leads from those surfaces can sync into Mallard Bay.
   • QuickBooks → /integrations/quick-books (with nested routes such as account details, general settings, and mappings). Purpose: connect QuickBooks Online to keep invoicing and financial tracking aligned with Mallard Bay activity.
   • SMS → /integrations/sms (registration lives under paths such as /integrations/sms/registration). Purpose: enable SMS for marketing and customer‑support‑style messages (carrier registration applies).
   • Website widget → /integrations/website-widget. Purpose: create and manage embeddable widgets so guests can discover and book trips from your site.

4. Work through that integration’s pages
   Follow prompts on the dedicated screens—OAuth for QuickBooks or Meta, DNS records for custom email, forms for SMS, import/export rules for calendars, or widget configuration for your website. Use Back or breadcrumbs where shown to return toward Integrations.

Common pitfalls

• Stopping at the overview — All real setup happens after you leave the hub. Expect separate tabs, wizards, or sub-pages per integration.
• Mixing up calendar concepts — Calendar integrations (import/export and subscriptions) are about syncing external calendars with Mallard Bay availability. That is separate from the operational Calendar area used for day‑to‑day scheduling elsewhere in the dashboard.
• Meta tokens expiring — The Meta integration includes reconnect messaging when a connection nears expiry; until you reconnect, lead sync from Facebook/Instagram can stop.
• DNS and SMS timing — Custom domains depend on DNS propagation; SMS can remain pending after submission until registration is approved.
• QuickBooks disconnect scope — Disconnecting QuickBooks stops syncing bookings and payments into QuickBooks (as stated in the in-product confirmation copy)—plan accounting cleanup if you rely on that sync.

Related workflows

• Availability & bookings — Calendar import/export helps keep listings bookable without double bookings across Mallard Bay and external calendars or OTAs.
• Leads & clients — Meta connects inbound leads to Mallard Bay so you can follow up and convert them into clients and bookings.
• Messaging & automations — Custom email domain and SMS support branded message templates, automations, quotes, and guest follow‑up; they complement—not replace—your booking and listing setup.
• Payments & reporting — QuickBooks ties guest payments and booking activity to your books; dashboard reports still reflect Mallard Bay data regardless of accounting sync.
• Website — The Website widget integration is how you manage embeds that send guests into Mallard Bay booking flows from your public site.

For detailed setup instructions, use the knowledge-base articles specific to calendar sync, QuickBooks, Meta, SMS, custom email, and the booking widget once you know which card applies to your goal.