import { Callout, Steps } from ‘nextra/components’

Create a Charter Booking

Goal: Create the main charter record so guests, itinerary, contract details, and APA activity can be managed from one place.

A charter booking is the starting point of the charter workflow. After it exists, you can add guests, define the itinerary, manage contract information, create the APA, and close the charter when the work is complete.

Before you start

Confirm that the correct yacht is selected.
Prepare the charter dates, client or booking reference, and any known contract or broker information.
You must have permission to create charter bookings. If the action is not available, ask your administrator.

[PLACEHOLDER: screenshot - Charter list showing the New action and the main table]

Steps

### Open Charter

From the main navigation, open Charter.

Create a new booking

Click New or the equivalent action used to create a charter booking.

Enter the basic charter information

Complete the main booking details, such as the yacht, charter dates, reference information, and any client or broker details required by your process.

Save the booking

Save the form and wait for the charter record to appear in the list.

Open the charter record

Open the saved booking to continue with guests, itinerary, contract, or APA tasks.

[PLACEHOLDER: screenshot - New Charter Booking form with the main fields completed]

What to complete next

After creating the booking, continue with the parts that are known:

Add the guests when the guest list is available.
Define the itinerary when destinations and dates are known.
Manage the contract when commercial details or signed documents are ready.
Create the APA when the advance provisioning allowance needs to be tracked.

Avoid closing or finalising a charter record before guests, itinerary, contract, and APA information have been reviewed according to your internal process.

Result

The charter booking exists in the Charter list. You can now open it and continue building the full charter record.

Manage Charters Add Guests to a Charter