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- Yacht / Boat Charter
- Implementation and migration
How a Yacht / Boat Charter rollout works
Start with part of the fleet and one charter month the coordinator, dispatcher and reviewer can reconcile together.
Agree the operating boundary
The app runs the fleet register, charter bookings, crew and customer records, guest transfers, delivery evidence and trip charges. Invoicing, payment collection, survey and maintenance records and booking channels remain connected systems. Your team decides confirmations, dispatch approvals and delivery reviews; Proto prepares information and configuration for review.
Map the source data
Gather vessel certificates for capacity and inspection dates, the crew list with user accounts, the customer list, the vehicle list and the open charter calendar. Match customers by email and remove duplicates before import.
Configure a bounded pilot
Pilot two vessels and one depot for one charter month. Run every booking, transfer, delivery and charge through the app and reconcile with the old calendar and invoices.
Rehearse the exceptions
A cancelled booking must stay closed. A vessel with an inspection due inside a requested charter must be held. A vehicle in Maintenance must not be approved for a trip. A disputed delivery must keep the trip open and its charges in draft.
Reconcile and release
Compare open bookings, open trips and uninvoiced charges with the source. Obtain sign-off from the Charter Coordinator, Dispatch Operator and Delivery and Billing Reviewer, keep an export of the source and agree the rollback window before cutover.
What the customer provides
- Vessel names, passenger capacities, crew requirements and current inspection due dates.
- Crew, captains and staff with role titles and the email for each user account.
- Customers, carriers and providers with type and email.
- Open charter bookings, planned transfers, vehicles and the list of charge types you bill.
Changing it afterwards
Use Proto to prepare changes on a branch. Review the changed fields, affected permissions, import mappings and reports with their owners. Replay the pilot’s exception cases before release. Completed bookings, confirmed evidence and invoiced charges keep their original history.
Set up Yacht / Boat Charter your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.