Every role in focus. Every handoff connected.
Each participant gets the context and tools they need, while requests, decisions and commitments stay connected to the same charter record.
Broker Workspace & Customer Portal available now · Operator early access
A focused place for each responsibility.
Broker Workspace, Operator Workspace and Customer Portal each have their own page today; the others follow as they mature.

Broker
Own requests, offers and booking commitments from first brief to confirmed charter.
Explore the Broker Workspace→
Operator
Own fleet availability, approvals and operational readiness.
Explore the Operator Workspace→
Customer Portal
Give customers one place to review offers, share feedback and follow their trip details as the charter moves forward.
Explore the Customer Portal→
Sailing School
Coordinate courses, boats, instructors and student progress.
Dedicated page in discoveryFocused by role. Connected by design.
A broker, operator and customer do not need the same screen. They do need the same charter context.
Focus without the noise
Each person sees the tasks, decisions and information relevant to their role.
Clear ownership at every handoff
Everyone knows who supplies the next input, who confirms it and what is blocking progress.
One connected charter record
Decisions and updates stay connected to the charter instead of being reconstructed across separate tools and conversations.
Different responsibilities. One charter moving forward.
The next action moves between roles. The charter context stays connected.
Request
Broker
Captures the client brief and turns it into a structured request.
Offer
Broker + Operator
Builds the client offer from yacht options, availability and operator input.
Booking
Broker
Turns the selected offer into confirmed commitments, deadlines and a booking record.
Preparation
Broker + Customer + Operator
Broker coordinates customer follow-up and booking-file completeness, the customer supplies required information and documents, and the operator owns approval and operational readiness.
Handover
Operator
Confirms yacht readiness, handover details and the final departure pack.
The same role-based model can extend to sailing schools — with a dedicated workflow for courses, boats, instructors and students.

Real charter operations
Where the charter becomes operational.
Final checks, documents, crew and yacht readiness come together before departure.
Start with your role. Keep the charter connected.
Create a Broker Workspace today, or book a demo to explore Operator Workspace in early access.
Broker Workspace + Customer Portal — available now · Operator Workspace — early access