Outfitter business profile

Overview

My Outfitter is the main screen in the Mallard Bay admin dashboard where you configure your outfitter record—the business that owns your listings, bookings, team, and many defaults guests see when they shop and after they book. In the app this page lives at /my-outfitter, and the header shows your outfitter name.

The page is split into large areas. A section navigator (on smaller layouts it works like a menu) lets you jump between those areas. The URL hash updates when you pick a section, so you can bookmark or share direct links, for example:

• /my-outfitter#account-business-info — Account & Business Info
• /my-outfitter#media — Media
• /my-outfitter#resources — Resources
• /my-outfitter#booking-guest-experience — Booking & Guest Experience
• /my-outfitter#payments-financials — Payments & Financials
• /my-outfitter#admin-settings — Admin Settings (Mallard Bay administrators only)

Within each area, content is grouped into blocks (each with its own title). Many blocks offer a menu or Edit control to open a modal or another editor.

My Outfitter is not where you build individual trips or packages—that work happens under Listings. Here you set business identity and contact details, media, reusable resources (equipment, boats, blinds, and similar), lodging records, outfitter-wide guest-experience defaults, guest payment behavior (deposits, rates, coupons, post-booking add-ons), and internal admin-only controls when applicable.

Prerequisites

• Outfitter in context: The page expects an outfitter to be selected in the dashboard. Mallard Bay administrator accounts that are not impersonating an outfitter and have no outfitter selected see a “please select an outfitter” empty state instead of profile content (verified from NotAvailableForAllOutfitters and tests). Day-to-day outfitter users are usually already scoped to one business.
• Roles and permissions: Some identity fields and links are admin-only in the UI (for example optional internal IDs and a featured toggle on the business identity form, plus a HubSpot company link that only appears for admins when an ID exists). If you expect an Edit action or field and do not see it, your team member role may be the reason—this repository does not spell out every permission matrix.
• Avatar on save: The General edit form treats the avatar image as required in validation; saving without a usable avatar value can block the update.

Step-by-step: My Outfitter in the dashboard

1. Open the page and move between sections

1. Go to My Outfitter (/my-outfitter) using your usual dashboard navigation (the visible label in copy is My Outfitter).
2. Use the section navigator to switch areas. Notice the URL hash changes—you can copy the full URL to return to the same section later.
3. In each section, work through the blocks top to bottom. Use Edit, section menus, Add actions, or Copy link where they appear.

2. Account & Business Info (#account-business-info)

Order of blocks:

General

• Shows status and subscription pills, your website, primary email, phone, and your avatar preview.
• Menu: Edit (modal) and Copy link (copies your public outfitter URL from the slug).
• Edit covers business name, email and phone (required), website, and avatar upload. Mallard Bay admins also see extra Admin only fields (such as integrations-related IDs and a featured flag) that normal outfitter logins do not.

About

• Rich-text About content with optional AI assist (configured for outfitter “About” in code). Use it for the main story guests read about your operation.

Addresses

• Manage one or more addresses and their types through the address editor.

Team members

• Invite and manage team members who help operate the outfitter account; what each person can do elsewhere in the app depends on their access.

3. Media (#media)

Photos

• Maintain an outfitter-level photo gallery (separate from per-listing galleries).

Video

• Set hosted and social video URLs; the block can preview playback from the saved URLs.

4. Resources (#resources)

Lodging

• Add and manage lodging records in a grid; these outfitter-level entries can be referenced when listings are set up.

Resources (equipment and assets)

• Add operational resources and browse them in tabs by type (vehicle, boat, blind, ATV, gear) when you have data in each category. These support reuse and logistics across listings and operations; they describe what the outfitter owns, not a specific booking assignment by themselves.

5. Booking & Guest Experience (#booking-guest-experience)

Add-ons

• Configure pre-trip optional add-ons (offered before checkout). The editor can include assigning add-ons to listings where that applies.

Cancellation policy

• Edit outfitter-wide cancellation policy content stored on the outfitter.

Check-in settings

• Adjust check-in defaults used for guest expectations and operations (saved as part of the outfitter’s check-in configuration).

Documents

• Manage outfitter Documents of type What to expect—guest-facing files or links you attach at the outfitter level. The add action is labeled Add a what to expect document in product copy. This is distinct from every form or waiver tied to a particular listing or booking, which are handled in their own workflows.

FAQ

• Maintain outfitter-level FAQs guests can read.

Together, these settings complement listing-specific merchandising: listings carry trip detail, pricing, and availability, while these blocks set consistent expectations across bookings.

6. Payments & Financials (#payments-financials)

This section is about money from guests (deposits, balances, fees, coupons)—not Mallard Bay subscription billing unless you treat that elsewhere in the product.

Order of blocks:

Payment settings

• Read-only summary with Edit payment settings in the menu. The modal covers statement descriptor text (what guests may see on card statements) and deposit rules (whether deposits are allowed, timing, whether balance is due on the last day of the trip, etc.). The app may suggest descriptor text from your outfitter identity.

Rates

• Shows grouped fee summaries; Edit rates opens controls that include, among other things, who pays processing fees and tax at the outfitter default level (overrides can exist on individual listings in listing management).

Post-booking payments

• Configure after-booking optional charges (add-ons offered in the after period), with a preview of current items.

Coupons

• Create and manage outfitter coupons for eligible checkout paths.

7. Admin Settings (#admin-settings) — Mallard Bay administrators only

If the signed-in user is a Mallard Bay administrator, an extra section is appended:

• Admin actions (when any are configured for that outfitter)—high-impact maintenance operations exposed as an Actions list.
• Features and notes — internal notes and feature configuration.
• Billing owner — controls who is treated as the billing owner for the outfitter.
• Rates — extended admin rate tooling.
• Payment fee settings — platform-level fee configuration UI.

Standard outfitter logins do not see this section.

Common pitfalls

• Administrator with no outfitter selected: You will only see the “please select an outfitter” message until you pick a business context (unless you are in a impersonation flow where an outfitter is already injected—behavior outside that case is not fully enumerated here).
• Billing owner warning: If the outfitter owner’s email is on Mallard Bay’s corporate domain, a red banner explains that guest payments may go to Mallard Bay’s Stripe account until a real customer is made the billing owner. That is separate from everyday payment settings and rates edits.
• Avatar required: Clearing or failing to provide an avatar when saving General information can prevent the form from submitting successfully.
• Deep links and permissions: A hash URL opens the right section but does not change your role; missing Edit or Add usually reflects access, not a broken link.
• Other setup lives elsewhere: Constants in this codebase also define hashes such as integrations-tools and custom-email-domain, but those strings are not wired into the My Outfitter section list—integrations, custom email domain, website, and similar features are expected on other dashboard routes. This repository alone does not map every navigation path for those surfaces.

Related workflows

• Listings — Create and publish listings (sellable trips) with package-specific marketing, availability, and pricing; reuse outfitter resources, lodging, and defaults from My Outfitter where the product allows.
• Bookings — A booking ties a client to a listing; guest readiness (forms, waivers, guest onboarding, messages) draws on both listing and outfitter configuration.
• Account settings — Your personal Mallard Bay user profile and notification preferences are under Account settings (/account-settings), not My Outfitter.
• Website and booking widget — Public pages and embeddable booking widgets surface outfitter and listing content; keeping General, Media, and About accurate helps the public site match what you manage in the dashboard.
• Payments and reports — Defaults you set under Payments & Financials shape new charges; reports elsewhere summarize payments, payouts, and activity using booking data.