How to create a Standard Charter trip?
How to create a Standard Charter trip?
Step 1 - Add Charter Trip
Login to your Reservation system and under the head ‘Add Events’, click on Standard Charter.
Step 2 - Fill in the details
Fill in all the information required to make a reservation.
Charter Master
- First Name
- Last Name
- Address
- City
- State
- ZipCode
- Phone
Trip Details
- Boat Name
- Trip Type
- Capacity
- Departure Date
- Return Date
- Departure Time
- Return Time
Fee details
- Charter Fee
- Convenience Fee
- Mex Permits
- California License
- Rod Rentals
- Tackle
- Fish Cleaning
- Galley
- Gratuity
- Tickets
- Miscellaneous
- Total Amount
- Deposit Type
- Deposit Amount
- Paid Amount
Balance treatment – These options are for the treatment of the balance due upon the customer.
- At the time of departure – Select this if your customer wants to pay the balance at the time of departure.
- Prior to departure – Select this if your customer wants to pay the balance prior to departure. Enter the number of days prior to departure the customers want to pay the balance. Suppose a customer wants to pay the balance 3 days prior to departure. You can select the ‘Prior to departure’ option and type 3 in the box provided.
- Include payment link – If you choose this option; the system will send an email to the customer with the payment link in the email. The customer can process that payment from that link itself.
- Choose to call – With this option; the email will ask the customer to call you directly.
You can enter a sponsor name here. You can skip if not needed.
In the next step; process the payment by entering the payment of your customer.
