CharterManage Charters

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

Manage Charters

Goal: Use the Charter area to follow a charter from first booking through guests, itinerary, contract, APA, and closing.

Before you start

  • Confirm that the correct yacht is selected.
  • You must have access to the Charter area.
  • If you need to create, edit, close, or manage APA records, your profile must include those permissions.

[PLACEHOLDER: screenshot - Charter list showing active filters, table, and main actions]

Open the Charter list

### Open Charter

From the main navigation, open Charter.

Review the list

Use the table to find existing charter bookings, check key dates, open records, or create a new booking.

Open a charter

Click a charter row to review its guests, itinerary, contract details, APA information, and closing status.

Understand the charter workflow

A typical charter record is built in stages:

  • Create the charter booking.
  • Add the guests.
  • Define the itinerary.
  • Record or upload contract information.
  • Create and maintain APA records if the charter uses APA.
  • Close the charter after operational and financial checks are complete.
You do not always complete every section at the same time. Add information as it becomes available, and review the record before closing the charter.

Find the right next guide

Use these guides depending on what you need to do:

  • Use Create a Charter Booking when the charter does not exist yet.
  • Use Add Guests to a Charter when the guest list is available.
  • Use Define the Charter Itinerary when destinations and dates are known.
  • Use Manage a Charter Contract when commercial details or signed files need to be recorded.
  • Use the APA guides when advance provisioning funds and expenses need to be tracked.
  • Use Close a Charter when the charter is ready for final review.

Result

You can open the Charter area, understand where each task fits in the charter workflow, and choose the correct guide for the next action.