01
Inquiry Arrives
Start the conversation.
A website enquiry, a broker introduction, or a returning guest. Give the opportunity a home, with the dates and details you know so far.
How It Works
From the first hello.
To “let’s do this again.”
Eight connected steps. One charter at the center. A clearer path for the owner, the crew, and the guests coming aboard.
The Charter Lifecycle
Explore the whole journey, or focus on one part of the trip.
02
Manage the Pipeline
Keep the next step in sight.
Track inquiries, holds, and booked charters. Keep conversations and follow-up connected to the vessel and the dates that matter.
03
Plan the Charter
Turn a booking into a plan.
Bring itinerary ideas, menu planning, and guest preferences together around one charter. Prepare for the people coming aboard.
04
Pre-Charter Prep
Boarding day feels better prepared.
Keep contracts, waivers, preference sheets, and pre-charter call notes connected. Use the booking checklist to see what still needs attention.
05
Run the Charter
The plan travels with the crew.
Refer to itinerary details, guest notes, and special requests throughout the trip. Keep the information useful to the people delivering the experience.
06
Track Expenses & Notes
Capture the small details.
Record provisioning and trip expenses while the charter is fresh in your mind. Keep receipts and operational notes with the work they relate to.
07
Wrap Up
Carry the learning forward.
Keep the trip record, finish outstanding tasks, and prepare your post-charter follow-up. Give your next charter the benefit of what you learned.
08
Repeat & Grow
A familiar face. A better starting point.
Keep the guest relationship beyond disembarkation. When someone returns, their details and charter history give you a place to begin.
Made for the way charters happen
Direct booking.
Broker introduction.
Same place to prepare.
Every charter doesn’t arrive the same way. Keep the guest relationship, broker details, and documents connected to the trip—then move forward with the information you have.
For direct guests, collect preferences through the charter’s preference sheet. When a broker provides their own document, keep it with the charter so the crew can refer to it.
Explore the featuresSmoother charters. Brighter tomorrows.