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Team

Team management for guide services and outfitters

Everyone sees their part of the season. Nobody sees more than they should.

Treka gives each person on your team their own login and the right view: guides see their assignments and file trip reports, the office runs bookings and clients, finance approves payouts, and you decide who gets which tab.

Book a demo30 days free
roles: owner, admin, finance, operations manager, read-only
5
by tab: custom roles decide what each person opens
Tab
login for every business you run
1

30 days of Core free. Then from $79 a month billed yearly. No contract, and self-serve setup is free.

The Treka portal, with example data from Silverpine Adventures, a fictional operator.

How it works

How team management works in Treka

  1. Step 01

    Invite the team

    Add a person by email with a role. Guides join with their name, phone and certification level and can act as a guide on trips; admins, finance and operations managers get the office tabs their role allows.

  2. Step 02

    Set who sees what

    The built-in roles carry sensible permissions: only the owner manages billing and settings, finance approves payouts, operations managers run trips, guides and clients. Need something different? Custom roles grant access tab by tab.

  3. Step 03

    Run the season together

    Guides mark their availability on the calendar, get assigned to departures, and see their roster. The office sees who is out, who is free, and what still needs a guide.

  4. Step 04

    Close the loop after each trip

    Guides file a trip report from their phone: how it went, weather and conditions, how many guests attended, gear problems or incidents. Reports collect in the portal for the whole company.

Example team view: four team members with their roles and weekend availability, and an accepted coverage request.

What you get

What you get

See every feature

In the portal

The real screens, with example data.

The Treka portal, with example data from Silverpine Adventures, a fictional operator.

Who uses it

Three operations that lean on this every week.

Built for

Why permissions matter more as you grow

A two-person operation shares one login and knows everything. A ten-person one cannot: the booking desk should not see payouts, a seasonal guide should not be able to change prices, and the bookkeeper should not be able to cancel a trip. The fastest way to lose a good season is a well-meaning click in the wrong tab.

Treka's roles are a floor, not a ceiling. The defaults keep money and settings with the owner and finance, operations with the managers, and the day's work with the guides. Custom roles let you shape anything in between without asking us.

The guide's side of the portal

Guides do not need the office view. They log in to see their assignments and the roster for each departure, mark the days they can work, submit their certifications, and file a report when the trip is done. On a phone it is a few taps at the trailhead, and the office sees it before the truck is back.

Key facts

5
roles: owner, admin, finance, operations manager, read-only
Tab
by tab: custom roles decide what each person opens
1
login for every business you run

FAQ

Questions: team management

Something else? Ask the people who build it.

Book a demo

What roles are there?

Owner, admin, finance, operations manager and read-only, each with set permissions, plus guide team members who can be assigned to trips. Custom roles can grant or hide individual portal tabs.

Can a guide see other guides' pay or the company's money?

No. Payout approval is limited to the owner and finance, and billing to the owner. Guides see their own assignments and roster.

How do guides mark when they can work?

On the guide availability calendar in the portal. The office sees availability when assigning departures.

What is in a trip report?

A short form filed after the trip: how it went, weather and conditions, safety concerns, how many guests attended, gear problems or incidents, and anything else for the office.

Can I run more than one business?

Yes. Businesses on one login appear in a switcher in the portal, each with its own trips, team, settings and booking site, and trips can be copied between them.

How are certifications handled?

You define the certifications your operation requires in a catalog. Guides submit theirs, you approve them, and approved certifications show as verified.

Is this included, or an add-on?

Included in every plan. Every company starts with 30 days of Core, free. After that Core is $99 a month, or $79 a month billed yearly ($948), and Pro is $399 a month, or $329 a month billed yearly ($3,948). Pro adds custom AI agents, SEO optimization and a named contact. A custom website built by our team is quoted separately; book a demo to scope it. A 3% booking fee is added at checkout and paid by the guest; Stripe's card processing (2.9% + 30¢) is billed at cost. No contract.

Can I bring my existing trips and clients over?

Yes. Point Treka at your current website and it imports your trips, prices and photos; client lists come in from a spreadsheet or an export from your current system. Self-serve setup is free, and white-glove migration is $749 one-time on monthly plans and free on annual.

30 days of Core free

Everyone sees their part of the season. Nobody sees more than they should.

Then from $79 a month billed yearly. No contract, and self-serve setup is free.

Book a demo30 days free See pricing

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