Crew & Guest
Guestimport { Callout, Steps } from ‘nextra/components’
Add a Guest
Goal: Create a guest profile with the personal, passport, contact, note, and medical information needed for onboard planning.
Before you start
- You must have permission to create guest records.
- Confirm that the correct yacht is selected.
- Prepare the guest’s name, gender, nationality, passport details, and contact information.
- Prepare medical or preference notes only if your yacht process requires them.
[PLACEHOLDER: screenshot - Guests list with the New action visible]
Create the guest
From the main navigation, open Guests.
Select Members
Open the guest member list.
Click New
Click New to start creating a guest.
Complete mandatory information
Enter the guest’s core personal information, including first name, last name, gender, nationality, and passport information.
Add a photo if available
Upload a guest photo if your yacht uses photos for identification.
Continue to the second step
Move to the next step after the mandatory information is complete.
[PLACEHOLDER: screenshot - new guest mandatory information step]
Add notes and medical information
The second step can include:
- Birth place.
- General notes.
- Blood type.
- Allergies.
- Smoker information.
- Special medical conditions.
Save the guest
Check personal details, passport dates, and any medical notes.
Save the guest
Complete the creation step.
Confirm the profile opens
After saving, the guest profile opens so you can add documents, contacts, or boarding information.
Result
The guest profile is created and can be used for boarding schedules, charter preparation, documents, contacts, and guest service notes.