+44 (0)7866 569825 hello@squirrel-fish.com

How to use this page

Still need more help?
Search our FAQs


How to Connect to your Clients on SquirrelFish


Are you ready to start connecting with your clients on SquirrelFish?

If you have most of your resources uploaded now, you are ready to start connecting with your clients and even looking for possible new clients using the SquirrelFish platform.

You can give your clients and business contacts access to your resources in 3 ways:

1.Connect Via SquirrelFish Directory (preferred method)

2.Create a link from your website – like a ready-made “Agent Login” area

3.Send them a link and a username and password in an email

In this blog post we will go over number 1 – How you can connect with clients actually on the platform. You can see another blog post about how to set up number 2 and 3 HERE.

directory page

Connect Via SquirrelFish Directory (preferred method)

The best way to give your contacts access to your resources is to ensure that they are also registered on SquirrelFish and then they can easily connect with you much like you do on LinkedIn.

If your clients are not yet registered on SquirrelFish let us know and we can contact them and get their FREE account set up.

1.Log into SquirrelFish and from your dashboard click on DIRECTORY

2.Search for the contact you want to connect with by doing a word search or using the filters to help locate them.

points to add to network

If they are on the Directory you will see their profile. Click on the ADD TO NETWORK button on that profile.

This will send them an email and also a message within the SquirrelFish system requesting to connect.

When your contact receives the email they can log into their SquirrelFish account and accept your request. When they do this you will receive and email and also a message through the SquirrelFish system letting you know that you are now connected.

Once your contact accepts to connect with you on SquirrelFish they will then be able to access all your resources.

N.B If your client contact is not already registered on SquirrelFish just email us and we can set them up with a FREE account and instructions on how to use the system: becky@squirrel-fish.com

You can always see who you are connected to by looking in your NETWORK. You can disconnect from any contacts should you need by clicking on the REMOVE button.

Back to news

As well as being the most user friendly and cost effective system to store and share our marketing information with our clients, a huge reason we use it is that it means our clients and staff always have access to the latest resources. We all use SquirrelFish as a central intranet so no need to download and store things elsewhere where it may get out of date.

Plan It Morrocco – Local Operator

As a small local operator offering unique glamping and trekking trips in Guatemala, Central America we were looking for a low cost software solution to help us raise our visibility in the worldwide travel industry. SquirrelFish has made it cheap and simple to get our marketing resources organised, show how professional we are and link with our clients all around the world.

Trek Guatemala – Local Operator

As a travel designer I need to be able to network with accommodation and local tour operators all around the world and be able to download their images and information when ever I need it. The SquirrelFish system has been an amazing free system for me to find and network with my suppliers.

Helena Lewis – Heliotropic Travel

As a tour operator I need quick access to high quality, copyright free images and videos as well as useful information that helps me to sell a property and destination. Squirrel Fish means I can easily search and find the resources I need, just when I need them, and not have to hold huge amounts of files on my own servers.

Becky Harris – Curious Travel