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- Yacht / Boat Charter
- Who it's for
- Crewed yacht charters
Crewed yacht charters
Crewed charters run for days or weeks on a single yacht, with a captain or crew lead responsible for the guests on board. Each booking is a large commitment, so the Charter Coordinator needs the vessel's passenger capacity, crew requirement and inspection date in front of them before confirming. Guests usually arrive by air, so a confirmed charter often brings airport transfers and provisioning runs with it.
How Yacht / Boat Charter is set up for you
Crew lead on every charter
Name the captain or crew lead on the booking and check their other charters before confirming. A freelance captain keeps one record across seasons.
Inspection timing
Plan surveys around the charter calendar. A yacht whose inspection falls inside a requested charter is held at Requested until the date is resolved.
Arrival logistics
Book the airport transfer and the provisioning delivery as trips for the same customer, with proof of delivery at the berth.
Crewed charters run for days or weeks on a single yacht, with a captain or crew lead responsible for the guests on board. Each booking is a large commitment, so the Charter Coordinator needs the vessel's passenger capacity, crew requirement and inspection date in front of them before confirming. Guests usually arrive by air, so a confirmed charter often brings airport transfers and provisioning runs with it.
Pilot two yachts for one season month. Load their passenger capacity, crew required and inspection dates, the crew register and the customers with charters in that month. Run every request through confirmation and completion, and book the related transfers and provisioning runs as trips. Check the charter schedule for overlaps and confirm that the transfer charges invoiced for the month match your accounting system before adding the rest of the fleet.
[Plan the rollout](/yacht-boat-charter/implementation), [review relevant modules](/yacht-boat-charter#modules), and [compare the source data](/yacht-boat-charter/data-model).
Features to start with
Transfer dispatch
Plan, approve and run guest transfers and shore logistics with stops, vehicles and drivers.
Delivery evidence and documents
Close each trip on proof of delivery that a reviewer has confirmed, with trip documents verified by a named person.
Trip charges
Raise charges against each trip, approve them on confirmed delivery and mark them invoiced once billed.
Roles on the team
- Charter Coordinator
- Manage charter vessels, bookings, customers, and assigned crew without schema or deletion access.
- Dispatch Operator
- Schedule and operate trips, stops, vehicles, drivers, and delivery evidence without deletion or schema access.
- Delivery and Billing Reviewer
- Review delivery evidence and transport documents, complete trips, and approve trip charges without deletion or schema access.
- Driver
- Runs assigned guest transfers, records stop arrivals and departures, and submits delivery evidence at the end of a trip.
Set up Yacht / Boat Charter your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.