Every charter request, from first brief to confirmed booking.
For charter brokers: turn the client brief into a structured Request, build and share offers, confirm the booking, and keep follow-up in the Action Center — all on one charter record. Available today.
Offer options and the confirmed booking, on the same charter record.
One request, carried through to a confirmed booking.
The same charter record moves through each stage, so nothing is rebuilt from scratch when the client comes back with a change.
Follow-up stays in the Action Center: requests in progress, offers awaiting a client and options about to expire. When the client should see the offer, the Customer Portal gives them a shared link to review it, leave feedback and keep the booking and trip details in one place.
Less rebuilding. Clearer follow-up.
- Offers get revised, not rebuilt
- Yacht options, pricing and notes stay on the request, so a client change means a new version — not a new document.
- Fewer missed follow-ups
- Open requests, offers awaiting a client and expiring options stay visible in the Action Center instead of in your inbox.
- Clearer booking context
- Yacht, operator, dates, commitments and payment milestones sit on the confirmed booking, not across separate threads.
- One place to keep the charter moving
- Request, offer, booking and the customer handoff belong to the same record, so anyone picking it up sees the same state.
Focused by role, not isolated.
The Broker Workspace is built around broker responsibility, while the same charter record carries the customer and operator side of the work.
See how the roles connect→Customer Portal
Available nowA shared link where the client reviews the offer, leaves feedback and keeps booking and trip details in one place.
Operator Workspace
Early accessIn early access with selected operators: availability and option requests are handled in the shared charter context.
Run your next charter request here.
Create your workspace and take one live charter through request, offer and booking today.