How to use Yachtbase

From first enquiry to final payment.

Not a manual, but a route through the product in the order the work usually happens. Each step links to the one before it, which is rather the point.

By application · 2027 season

01

1. Start with the yacht

Create the yacht record once: identity, dimensions, accommodation, engines, equipment, season prices and media. A readiness score shows what is still missing.

Everything else draws on this record, so time spent here is repaid in brochures, quotes, listings and bookings.

02

2. Connect your channels

Connect your mailboxes, and WhatsApp, Instagram and Messenger if you use them. Messages arrive as conversations in the shared inbox, which you can assign, label and link to a client.

Some connections depend on the provider's approval. We help with this at onboarding.

03

3. Answer the enquiry

Open a conversation. Read the AI summary if the thread is long, ask for a reply draft, then edit and send it yourself. The assistant never sends.

Link the conversation to a client, or create one, and qualify it into a lead or an enquiry.

04

4. Hold the dates, or open the deal

For charter, place a hold with an expiry. For a sale, convert the lead into a deal and log viewings and offers as they happen.

05

5. Quote, contract and signature

Build a quote from your season prices. Each revision is a new version, and an accepted version never changes. Once accepted online, move to a contract and send it for signature, in order if there are several signers.

06

6. Invoice and be paid

Issue an invoice with deposit and balance milestones. Clients pay by card on a secure page, if you have connected Stripe, and bank transfers can be recorded by hand.

07

7. Report to the owner

Approve expenses, allocate them to the right yacht, and issue the owner statement. Owners see it in their own portal, where they can approve or dispute it.

  • Analytics show revenue, occupancy and pipeline, per currency.
  • Search finds yachts, clients, enquiries and bookings from anywhere.
  • Tasks and reminders keep follow-ups from slipping.

Applications open · 2027 season

Bring the whole business aboard.

Fleet, clients, every channel, every signature and every payment, finally in one place.