What are Trip Types?

Events are a part of your Reservation system and you get into it by clicking here. Login with your email address and password.

1. Open Party Trips

Open Party Events These are ‘open to all’ types of events; anyone can make a booking and reserve a seat on the boat. Let’s start with understanding to create Open-Party Events.
Create Open Party Trips

Step 1 – Enter the Reservation system.

Use your email address and password to login the reservation and as you do so; you’ll see a screen like this.
Step 2 – Click on ‘Open Party Trips’ under ‘Add Events’
Reoccurring Events
ReoccurringEvents can be simply understood as boating events intended to operate for more than one day i.e. it can be an event for a week or an entire month etc.
You can plan ahead and create Reoccurring events in one go. Let us assume that Boat 1 departs every alternate day at 7 am and returns at 6 pm.
Similarly, let us assume that Boat 2 and Boat 3 runs on only Friday’s and Saturday’s.
By creating Reoccurring Events from the Reservation system Admin, you can create all such bulk bookings in a single go.
How to create ReoccurringOpen Party Events?
Step 1 – Click on Reoccurring Events under Open Party Trips.
You’re required to fill in the necessary details –
Step 1 – Click on Reoccurring Events under Open Party Trips.
Step 2 – Tickets
The next step is to fill in the ticket details. Fill in the following details.
Step – 3 Event Information
Here you’re required to fill in the Title and description of your Reoccurring Open-Party Events.
Enter an event name and description.
You can also add an image. It will be shown on the public site. If no image is selected; default image will be shown.
Single/Open Events
Single/Open Events are one-time events and are not intended to be continued for more than 1 day. In simple words; let us assume that boat name ‘DemoJason’ will conduct an Overnight trip on 31st March and will return the next day. The next trip event is not yet planned anytime soon. Such events are known as Single/Open Events.
How to create a Single/Open Event
Step 1 – Login to your Reservation system and click on ‘Add Events’, then click on ‘ Single/Open Event’
Step 2 – Fill in all the details –
Add Open-Party Event
To create a new Single/Open event; you are required to fill in the following details –
Example: ½ day, Overnight Trip, Full Day, etc.
Tickets
Event Information
You can also add an image. It will be shown on the public site. If no image is selected; default image will be shown.
2 – Open Charter Trips
Charter Events are Events where boats are entirely booked by one booking. Let us assume that person A has booked a charter for his 7 friends. The booking will be made in one name and the tickets will be of his 7 friends. Charter trips are suitable for private family trips, business meetings, and celebration events.
How to create a Charter Event?
The system allows you to create Charter Events by two ways.
Both of them work equally well, the only difference is that by conversion method; you can book a vacant open party trip into a charter trip.
How to Convert Current Events into Charter Events?
Login to your Reservation dashboard and scroll down to Current Events to see the latest events. Upon clicking; you will see a screen like this –
As you can see in the screenshot; most of the boats have one or more travelers booked for their respective trips except GoFish Demo Boat 2.
Since this boat does not have any traveler yet; you can convert it as a Charter Event and take bookings for it. Here are the other details shown on this screen –
Step 1 – Create Charter
Click on the checkbox of your desired boat with no travelers and click on ‘Create Charter’. As you do so; you’re required to click on Create Charter.
Upon clicking, Enter the following details –
Charter Master –
Charter Master refers to the basic information of your passengers.
Trip Details
Trip details include the basic information related to your trip.
Fee Details:
Here you’ll see all the fields related to your payments.
Payment Details
If the passenger’s booking is after 30 days from today’s date, he can opt to pay 50% now and the remaining amount later. The feature is not available if the booking is within the next 30 days.
Click on ‘Confirm’ and process the payment from your customer and once your payment is received, the charter will be booked for that date.
How to create Charter Events from scratch?
Step 1 – Click on Open Charter Trips
Login to your Reservation system and click on ‘Open Charter Trips’ under the ‘Add Events’ section.
Login to your Reservation system and click on ‘Open Charter Trips’ under the ‘Add Events’ section.
How to create Reoccurring Events (Charters)
Step 1. Click on Reoccurring Events under Add Events
Get into the dashboard and click on Reoccurring Events under Add Events.
Trip Details –
Trip details include the basic information related to your trip.
Fee Details
Here you’ll see all the Fee details. Fill in all the details correctly –
Balance treatment
These options are for the treatment of the balance due upon the customer.
Event Information
Event Title/Headline
Here you’re required to enter Event Title/Headline for your event. You can choose to select among the default titles or can create a custom of your choice.
Description
Enter a description of your event explaining all the necessary information for your customers
Click on ‘Create’ and your event will be created successfully.
How to create Single/Open Charter
Step 1. Click on Single/Open Charter
Login to your system and click on Single/Open Charter under ‘Add Events’.
Step 2 – Fill in the following details
Trip details include the basic information related to your trip.
Fee Details
Here you’ll see all the Fee details. Fill in all the details correctly –
Balance treatment
These options are for the treatment of the balance due upon the customer.
Event Information
Event Title/Headline
Here you’re required to enter Event Title/Headline for your event. You can choose to select among the default titles or can create a custom of your choice.
Description
Enter a description of your event explaining all the necessary information for your customers.

3 – Custom Charter

Custom Charter is a type of charter (private) booking where the customer can choose among different customized charter options (offered) from landings. In a nutshell; there are different variants of the same charter with different offerings.
How to create a Custom Charter booking for your customers?
In the previous step, you learned how customers/passengers can create their own Custom Charter bookings. Here you will know how you can make the Customer charter booking for your customers from the reservation admin so let’s get started.
Step 1 – Login to your reservation system and click on ‘Add Events’ and then ‘Custom Charters’ from the drop down menu.

How to create Reoccurring Custom Charters Events?

Step 1 – Click on Reoccurring Events under Cusom Charters.

Step 2 -You are required to fill in the following fields –

Trip details include the basic information related to your trip.

Fee Details –

Here you’ll see all the Fee details. Fill in all the details correctly –

Balance treatment

These options are for the treatment of the balance due upon the customer.

Event Information

Event Title/Headline

Here you’re required to enter Event Title/Headline for your event. You can choose to select among the default titles or can create a custom of your choice.

Once you are done with the Event Description; click on ‘Create’ and your Reoccurring Custom Charter will be created and will be visible on your website.

How to create Single/Open Charter in Custom Charters

Step 1. Click on Single/Open Charter

Login to your system and click on Single/Open Charter under ‘Add Events’.

As you can see there are several fields to be filled in order to create a charter booking.

Step 2 – Fill in the details

You are required to fill in the following fields –

Trip Details –

  • Boat Name – Enter boat name
  • Trip Date – Trip schedule date
  • Available from – Time span between which the charters will run.
  • Available To – Time span between which the charters will run.

You are required to fill in the following fields –

(As we have discussed earlier that there can be more than one variation of trips in Custom Charter, this ‘Available From’ and ‘Available To’ is to be filled in accordance with the timings of all the variations.

Let us understand it here –

Let us assume that we want to create two variations as shown in the above screenshot. Here we can see that the timings of the first trip is from 6am to 4pm and the second one is scheduled for 8am to 6 pm. So while creating a charter event, you are required to enter as –

Available From – 6:00 AM

Available to – 6:00 PM (considering the maximum time of both trips)

Trip Options –

Select Trip Type – Enter Trip type (Full Day, ½ Day, etc)

Start Time – Trip start time (First variation of the trip)

End Time – Trip End Time (First variation of the trip)

Price – Enter ticket price

How to create the second version of the trip?

Since custom Charters are about letting our passengers choose the best trip among the range of trips that they find most convenient with. So, in order to create multiple trip offerings; follow the below instructions to create the second version of the same event.

Fill the Trip Details and Trip Options

Click on ‘Add’ in the Trip Options

Once you click on ‘Add’, you’ll see that the previous version will be displayed on the right side of the screen. You will be able to create multiple trips from here. 

Fee Details –

Deposit type – You can get a deposit collected in two forms i.e Flat rate or percentage

Deposit amount – Enter deposit amount.

Balance to be paid –

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.

Event Information –

In this section, you are required to fill in a brief description of the event. You can also add an image as shown in the second screenshot

Once you are done with the Event Description; click on ‘Create’ and your Custom charter will be created and will be visible on your website. 

How can customers book a Custom Charter themselves?

Below, we will see how customers themselves can make their own Charter Bookings in simple steps from your website’s ‘View my page’.

These are reflected on your website’s ‘View My page’ and will be visible to your customers as shown below –

As seen; there is a ‘You can customize this trip’ label for custom charters. With this label; you and your customers can distinguish ‘Custom Charters’ from all other events.

There is also a call to action button that asks your customer to ‘customize trip’. As passengers click upon it; they are able to see two variants of the same trip. Here we can see that the first listed event is scheduled for 6 AM till 4 PM and the second one is scheduled for 8 AM till 6 PM. Such Charter Events give flexibility to your passenger to choose from several options.

Customers can checkbox the preferred option and click on ‘Book Now’. Next, they will see a screen where they will fill the necessary details such as –

  • First Name
  • Last Name
  • ZIP
  • Email Id
  • Cell phone
  • Landline

And click on ‘Book Now’

They will see a screen as shown below and will make the payment.

In the next step; you’ll get to know how to create a Custom Charter Booking for your customers.

4 – Charters

Standard Charters

Customer ‘A’ gets into your shop and wants to book a charter in his name; that’s what Standard Charters are meant for. 
Customer ‘B’ calls your business and wants to book a charter;
Book a Standard Charter in such cases. When there is no involvement of a website in a charter booking; it is categorized as Standard Charters. 

How to create a Standard Charter trip?
Step 1 – 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 –
Trip Details
Fee details –
Balance treatment
These options are for the treatment of the balance due upon the customer.
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.