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✅ Validate Customers, Boats & Documents Upon Check-in

Learn how to open a customer profile and verify boat and boater documents.

Laura avatar
Written by Laura
Updated over 2 months ago

Overview

This article shows how to review the customer profile, verify documents, check boat details, and ensure everything is in order before assigning the berth.


Check-in Steps


1. Select the Guest

Go to the Arrivals & Departures section and click on the booking to review. On the selected booking guest page, you can review boat and boater information.

3. Check the Onboarding Progress

Look at the Customer Onboarding Progress bar. Green indicates completion, grey indicates missing steps.

4. Review Customer and Boat Documents

In the Customer Profile you can check the boater information and documents.


5. Request Payment to Confirm

Once you have validated all the documents, return to the booking page and settle any outstanding charges before completing the check-in.


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