▣ SOLUTION

Booking Management

Collect enquiries from web, phone, WhatsApp and agency channels into one calendar; manage availability, pricing, option periods and payment in the same reservation record.

The reservation is the record at the centre of Yachtio. The moment an enquiry enters the system it gets a single identity, complete with boat, date, tour type, guest count and price. Everything that happens afterwards — crew assignment, the preparation checklist, transfers, payment, APA movements, post-tour feedback — attaches to that record.

So the question "which booking is at which stage?" is answered on one screen rather than in a message group. Pending, confirmed, optioned, cancelled and archived bookings sit in the same list, separated by status labels.

MODULE SCOPE

What is inside the reservation record?

01
▤

Enquiry and option

Turn an enquiry into an option, set the option period, and let the system warn you before it expires.

02
◷

Live availability

Boat-level occupancy calendar with slot control for morning, evening, full-day and overnight types.

03
€

Price and coupon

Prices calculated by season, tour and agency rules, with coupon codes and discounts applied.

04
◉

Payment and collection

Payment type, deposit, remaining balance and collection status are visible inside the booking.

05
▧

Voucher and ticket

The voucher and ticket sent to the guest are produced with one click.

06
♙

Guest record

The guest list attached to the booking works together with CRM, so returning guests are recognised.

FLOW

The path from enquiry to tour

  1. 01
    ENQUIRY The enquiry arrives

    Requests from the website, phone, WhatsApp or the agency panel land in one list.

  2. 02
    OPTION Availability and price

    A suitable slot is chosen from the calendar, the rule-based price is calculated, the option period starts.

  3. 03
    CONFIRMED The booking is confirmed

    The deposit is taken, the voucher is produced, and the guest is notified.

  4. 04
    PREPARATION Handed to operations

    Boat, crew, transfer and catering plans are all visible from the same record.

  5. 05
    CLOSING Payment and feedback

    The remaining balance is settled and a post-tour review invitation is sent.

CONNECTED MODULES

Booking does not work alone

The reservation record shares data with the modules below. What you change in one is not entered again in the others.

See all solutions →
  • Calendar and availability
  • Dynamic pricing
  • Fleet and boat management
  • Crew tasks
  • Finance and APA
  • CRM and guest profile
  • Transfer and concierge
  • Agency and commission
  • Reporting
FREQUENTLY ASKED

Common questions

Can two overlapping bookings be entered for the same boat?

No. The calendar performs slot control; if the boat is taken on the selected date and tour type, the system warns you. Days blocked for maintenance are also closed to bookings.

What happens when the option period expires?

Option periods are tracked by scheduled tasks. The relevant user is notified before the deadline, and when it passes the slot is released back for sale.

Do agency bookings appear in the same place?

Yes. Enquiries and bookings created by authorised agencies through Agentia land in the same list in the operator panel, and the commission rate is posted to the booking.

Turn your yachting business into a connected ecosystem.

In a 30-minute live demo, let’s look together at how Yachtio would work in your business.