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GUIDE Creating a vessel entry

Add & Edit entry.jpg

Select entry type ( Check-in or Booking)

Check-in : vessel is already arrived and after saving the entry will be displayed in IN HARBOUR block.

 

Booking : vessel is not yet arrived, the reservation is made for the future. After saving the entry the vessel is displayed in the ARRIVING block.

 

It´s easy to check-in vessels from the ARRIVING block once they have arrived.

 

TIPS!

  • When entering members before the start of the season, choose Booking. So you can prepare the customer list and check them in once the vessels are really in the water.

  • When you use the map view, all future bookings are shown on the map when you check the “Show future bookings” checkbox on the right upper corner.

 

Select visitor type (Guest or Member)

Transient guests or boat club members - both are filters to ease overview afterwards.

 

Registry code

Once entered together with all the remaining vessel details, next time you just have to start typing the registry code and after selecting the right one from the dropdown, all other fields are filled automatically.

 

Model

The make or model of the vessel to ease recognition in the harbour.

Name of vessel

As the registry code, entering the vessel name helps to autofill the data the next time.

 

Type

Selecting the vessel type helps to ease reporting. Choose one from the dropdown menu.

  • Motor boat

  • Rowing boat

  • Catamaran

  • Fish boat

  • Work boat

  • Passanger ship

  • Cargo ship

  • Other

 

Length (LOA)

By entering the vessel length the price for the selected booking period is calculated. Precondition for that is a valid pricelist.

 

TIP! When harbour map feature is activated the software checks if the vessel fits into the selected spot or not.

 

Width

When the vessel width is not important for your entry, just enter 1 for instance.

 

TIP! When harbour map feature is activated the software checks if the vessel fits into the selected spot or not.

 

Draught

When the vessel width is not important for your entry, just enter 1 for instance.

 

TIP! When harbour map feature is activated the software checks if the vessel fits into the selected spot or not.

 

Flag

Select the country from the dropdown menu.

 

Crew total

Use the field for whatever is needed for reporting – crew members, crew+passengers or passengers only.

 

Arrival time

When making a check-in entry you can enter also past dates.

When making a booking the time can be only a future date.

 

Estimated departure time

According to this field the total fee for the stay is calculated.

 

TIP! When the harbour map feature is enabled all the entries that have exceeded the paid booking time will be displayed yellow.

 

Berth name

The field is not mandatory.

TIP! When the harbour map feature is enabled you can select only predefined spots. The software checks if the vessel fits into the selected spot or not. When the field is empty, the vessel is not shown on map.

 

Captain name

TIP! Although not a mandatory field we suggest to fill in the field, the name is displayed also on the invoice. Next time by typing the name - e-mail and telephone number are filled automatically. Autofilling customer data is available only inside Your company. We don´t share your customers personal details over the system.

 

Previous harbour

Not a mandatory field, sometimes required for reporting purposes.

 

Captain email

Software automatically sends an booking or check in confirmation with access codes and invoice to captains email.

TIP! The field is mandatory, but when the customer doesn´t want to share the e-mail address, we suggest to create or use an e-mail address relevant to your company.

 

Berth count

This mandatory field is by default always 1. The number is used to display harbours free places for app users.

 

Captain phone

Harbour notes

This field is not visible to customers. The field can be used just to keep notes.

 

TOTAL

When the harbour has an active pricelist, TOTAL displays the amount to be paid according to the length of the boat and number of days selected. The number will be transferred to the prefilled invoice.

 

NB! The total amount is not displayed if

 

  • No active pricelist can be found

  • The pricelist is expired

  • The pricelist is not assigned with the harbour

  • The pricelist is not activated

  • Pricelist doesn´t support the length of the boat or the length of the stay

 

GUIDE- Create a pricelist

 

Has invoice checkbox

By default all entries have this checkbox marked. This means that after creating the entry you´ll be guided forward to the prefilled invoice.

TIP! When there is no need to create an invoice after vessel entry, just uncheck the checkbox.

 

Cancel

Closes the window without saving the entry

Add

Saves the entry and sends a confirmation e-mail to the captains e-mail address

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