Owner Dashboard

The owner dashboard is the boat rental management software that comes with every listing on charter.boats. It holds your boats, prices, calendar, bookings and payouts in one place. Three things matter most: prices on every week you sell, a booking mode you are comfortable with, and the bank details we pay you to.

This page lists every screen in the dashboard, what it is for, and the help article for it.

Your first hour

1. Add your boat with How do I add my boat to charter.boats?
2. Set its prices with How do I set my boat's prices and seasons?
3. Choose how guests book with Instant Booking or Approval Needed: how do I choose how guests book?
4. Enter your bank details with When and how do I get paid?
5. Connect your other calendars with How do I sync my boat's calendar?

Boats

Boats lists your fleet. Click + Add Boat to list a new one: How do I add my boat to charter.boats? Boat already on Boataround? Import it instead: How do I import my boat from Boataround?

The Calendar view shows each boat's weeks. Close the weeks you sell elsewhere or use yourself: How do I block dates on my boat's calendar?

The Pricing view changes prices for many weeks at once, on boats you price yourself: How do I set my boat's prices and seasons?

Click a boat's name to open the boat editor. There you change:

• the details, photos, videos and equipment: How do I edit my boat's listing?
• cleaning, skipper and other fees: How do I add cleaning, skipper and other fees to my boat?
• where the prices come from, MMK, Nausys or you: How do I switch a boat between MMK/Nausys and my own prices?
• the booking mode, Disabled, Approval Needed or Instant Booking: Instant Booking or Approval Needed

Bookings

Bookings is where every booking lands. You can filter it by All, Options, Bookings, On waitlist, Upcoming, Completed and Cancelled. What each status means: What do Option, On waitlist and the other booking statuses mean?

To accept or decline a request, or change its price, fees or dates as a special offer: How do I accept a booking request or send a special offer?

The tiles at the top show what you earn. On a boat you price yourself, the payout is due the day after the charter starts, by bank transfer to the bank details you enter in Settings and then Payments. The full picture: When and how do I get paid?

To take a security deposit and claim for damage: How do I take a security deposit and file a damage claim?

Documents

Documents holds your charter contract templates, the contracts guests sign online, and the passenger list: How do I send a charter contract or passenger list to my guests?

Discounts

Discounts creates coupon codes for your boats: How do I create a discount coupon for my boats?

Billing

Billing keeps your boat's invoices and receipts in one place: How do I keep my boat invoices and receipts in one place?

Tracking

Tracking shows where your boats are and how your bookings trend: How do I track where my boats are and see booking trends?

Site and Marketing

Site builds your own charter website from your listings: How do I build my own charter website with charter.boats?

Marketing runs Facebook and Instagram ads for your boats: How do I run Facebook and Instagram ads for my boats?

Settings

Settings has six tabs:

• Company: your company profile, cancellation policy, the Mermaid AI switch and, for the owner, Delete Company, in How do I edit my company profile and cancellation policy?. Your team is under Team members, in How do I add a team member, and what can a member do?
• Integrations: importing and sharing calendars, in How do I sync my boat's calendar?
• Payments: the bank accounts we pay you to and your invoice email, in When and how do I get paid?
• Google Business Profile: connects your Google Business Profile to claim your business listings.
• API Access: keys to connect your own tools, in How do I get an API key?
• Search Widget: a booking search box for your own website, in Add a Booking Widget to Your Website

Your own notifications, dark mode and the email you sign in with are not company settings: they are under My Settings, in the menu behind your picture at the top right. See Notifications, dark mode and closing your company.

Who can do what

Everyone on your team can work on the boats and the day-to-day: edit listings, photos and prices, block dates, sync calendars, create coupons and send documents.

Some things only the company owner can do, because they touch money or the company itself: accept or decline a booking request, change bank and invoicing details, change a boat's pricing source, invite or remove team members, delete a boat, file a damage claim, and delete the company. The full list is in How do I add a team member, and what can a member do?

Boats from MMK or Nausys

If your boat comes to us from MMK or Nausys, that system sends its prices, extras and availability, and you change them there. The boat editor's Pricing section then says Prices come from MMK (or Nausys) instead of letting you add prices. Bookings on these boats are paid out on that partner's payment plan. To set the prices here yourself instead, the owner can switch the boat to Direct: How do I switch a boat between MMK/Nausys and my own prices?

Before your first booking

As your boat rental booking software, the dashboard does the routine work: calendars sync and partner holds are placed for you. Before your first booking, check that you have: