Charter operators

Is it free, what does it cost, has the deposit arrived?

Yachtbase answers the three questions that fill a charter inbox from one place: one calendar the whole team trusts, one quote-to-balance flow, and a record of who is following up.

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By application · 2027 season

A day in the life

Morning to evening, one thread.

  1. The inbox is already sorted

    Email, WhatsApp and Instagram enquiries sit in one shared inbox, each linked to the client. A summary tells you what the thread is about before you open it.

    One inbox, every channel

  2. A reply drafted, a decision left to you

    The assistant proposes a reply and lists what is still missing, such as dates or guest numbers. You edit it, and you press send. It never does.

    AI email assistant

  3. Dates held, not promised

    Place a hold on the week the client wants, with an expiry. If they go quiet, the hold lapses by itself and the dates return to the calendar.

    Bookings, holds and calendar

  4. Quote, contract, signature

    A versioned quote built from your season prices goes out from your own mailbox. Once accepted online, it moves on to a contract with signers in order.

    Quotes accepted online

  5. Deposit and balance, on schedule

    Invoices carry the deposit and balance milestones. Clients pay by card through your own Stripe account, and the invoice updates when they do.

    Invoices and payments

  6. A clear view of the season

    Revenue, occupancy and pipeline, kept separate per currency, so Tuesday's question about the summer has an answer on Tuesday.

    Analytics

What changes

What you recognise, and what you gain.

  • Today: Availability lives in a calendar, a spreadsheet and somebody's head.

    With Yachtbase: One shared calendar for bookings, holds and tasks. Overlapping dates are rejected when a booking is saved.

  • Today: Provisional dates linger and block real enquiries.

    With Yachtbase: Holds carry an expiry. They lapse, convert to a booking, or are released, and the history shows which.

  • Today: Quotes, contracts and invoices are three documents in three tools.

    With Yachtbase: One chain: an accepted quote leads to a contract, a signature and an invoice, each linked to the client and the yacht.

  • Today: Nobody is sure whether the deposit has arrived.

    With Yachtbase: Deposit and balance milestones show as due, issued, paid or overdue, with card payments reconciled against the invoice.

Featured modules

The parts you'll use most.

Questions

Asked and answered.

How do date holds work?

You reserve dates for a client with an expiry. A hold is active, expired, released or converted into a booking. Administrators can override one when they need to.

Can two bookings overlap by mistake?

Saving a booking locks the yacht record and rejects overlapping dates, so two people working at once cannot double-book the same boat.

Do clients pay through Yachtbase?

Clients pay invoices by card on a secure page. The money goes to your own Stripe account, and the invoice updates when the payment is confirmed. This needs your Stripe account to be connected.

Does the assistant send emails to clients?

No. It drafts and summarises. You review every draft and send it yourself.

How do we get access?

Yachtbase is by application. We onboard a limited number of companies each season, and we set things up with you rather than leaving you to it.

From the Journal

Further reading.

Applications open · 2027 season

Bring the whole business aboard.

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