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Admin panel · Boat trips and sea excursions

Admin panel for boat trips and sea excursions

Boat, crew, seat limit, private charter and passenger list — in one panel, ready for changing weather and seasonality.

Why a website alone isn't enough

Boat trips depend on the weather, the boat and the crew, and without a panel every date change means sending messages to every passenger by hand.

Boat and crew availability doesn't always match the number of seats sold.

A change in the weather calls for quick communication with everyone signed up.

Private charters and group seats are run in separate, unconnected places.

There is no single passenger list with special requirements for a given trip.

What you see in the panel

  • Calendar of boats, trips and the assigned crew.
  • Seat limit for group trips.
  • Private charter mode with a bespoke quote.
  • Passenger list with language and special requirements.
  • Payment status for every trip.
  • Weather status and the decision to reschedule.
  • Operational notes for the crew.

Customer data in the CRM

  • Passenger details and number of people.
  • Preference: group trip or private charter.
  • History of this client's previous trips.
  • Tags: VIP, couple, group, returning client.
  • Health notes (e.g. seasickness) and special requirements.

Example statuses

OpenFullConfirmedRescheduledCancelledCompleted

Automations

  • Trip confirmation once the deposit is paid.
  • Message about a weather-related date change.
  • Reminder with a map of the harbour and the meeting time.
  • Follow-up with a review request and another trip proposal.

Reports

  • Number of trips and passengers over a given period.
  • Occupancy of boats and options (group/charter).
  • Revenue by trip type.
  • Weather-related rescheduling rate.

Integrations

  • Transactional email (Resend) for confirmations and date changes.
  • WhatsApp link for quick contact with the crew.
  • Dolibarr or another CRM for charter client history.
  • Online payments for deposits and vouchers.
  • Boat and crew calendar.

Related pages

WebsiteOK Blog

Related articles

See more resources on bookings, CRM and admin panels.

View blog
Customer questions

FAQ

Does the panel handle group trips and private charters at the same time?+

Yes. A group trip has a seat limit, while a charter works as an enquiry with an individual confirmation and quote.

What happens when a date has to change because of the weather?+

The trip's status changes to rescheduled, and an automation sends a new date proposal to every passenger signed up.

Can you see the passenger list for a given trip?+

Yes. The panel shows the full list of participants, along with language, number of people and notes for the crew.

Can you track charter revenue separately from group trips?+

Yes. Reports separate revenue by trip type, making it easier to judge how profitable each option is.

Discuss a panel for boat trips

Describe your booking-handling process and I'll show you what a panel tailored to boat trips and sea excursions could look like.

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