Boatyard Portal User Guide
When your Marina signs up for Boatyard, they have a customer portal where you can place orders, engage with their team and and pay your invoices.
This article is designed to answer whatever questions you may have while using your Marina's customer portal.
A sample customer portal:
To sign up for your marina's customer portal, you can click on "Sign Up Now" to the left of the portal menu.
Once registered, you'll be able to request services, chat with your service technicians, view your order history, and fully access your marina's customer portal.
Adding a payment method to your Boat Wallet
Your Boat Wallet is where you can add your boat insurance, as well as a secure payment method to pay your service invoices.
Adding a payment method.
Select Boat Wallet ➡️ Payment Method to add a payment method to your portal.
🔒Credit cards stored on Boatyard are safe, secure & PCI-DSS compliant with industry-leading security protocols to protect customer information.
Need to delete your card?
To delete the card on file in your portal, navigate to the Boat Wallet ➡️ Payment method and click on the 3 dots next to the card you wish to remove, then click on delete and then delete again in the confirmation pop-up.
🎉 That's it! Your payment method is now removed and you can add a new one.
Adding your Boat Insurance to your Boat Wallet
To add your boat insurance, navigate to the Boat Wallet ➡️ Insurance.
Add the relevant information on the insurance screen:
Insurance Company
Policy number
Expiration Date
Claims Phone Number
Add your Policy Document (optional)
Make sure you share the policy with your marina
Click on the "Add to Boat Wallet" button to save your information
🎉 That's it!
You are done adding your boat insurance to your portal.
Adding a new Boat
From your portal, you will select My Boats and on the next screen you will see your boats as well as a blank card that says + Add New Boat.
Add in the relevant information such as your boat:
Name
Make
Model
Year
HIN
Length
Registration
Location
You also have optional fields such as the Marina name, slip, and any images or videos you wish to add.
Click on the blue Add My Boat button to save the details and that's it! 🎉
You've added your new boat to your portal. Now you can easily make service requests for the new vessel.
What Information Can Be Changed in Your Profile
Your customer portal allows you to update your name, address, and your phone number.
⚠️Your email address cannot be changed once the account is created. If you need to change it, you can contact support by navigating to Boatyard.ai and clicking on the link on the left of the screen which has a link to technical support.
You can also simply contact your store to request the change.
You can also simply contact your store to request the change.
How to Place an Order
Selecting a service through the customer portal is super easy!
Click on "Select A Service"
Select which service you need from the service menu
Add any notes
Specify your time frame.
How to Chat with Your Service Team
From your portal, you want to click on the "Chat" section of the menu. This will open up the chat box where you can communicate directly with your service team! You can add attachments to the chat as well.