Open Charters from the vessel sidebar to see the yacht's bookings.
The Charters list
Four tabs above the table filter charters by status and dates:
- Current — active charters whose embark date is today or earlier and disembark date is today or later, sorted by embark date (earliest first).
- Upcoming — active charters whose embark date is in the future, sorted by embark date (earliest first).
- Past — active charters whose disembark date has passed, sorted by embark date (most recent first).
- Cancelled — cancelled charters, sorted by embark date (most recent first).
Use Search (Name, Port) to filter the list and tab counts by charter name, embark port or disembark port. Each row shows Name, Dates, Embark → Disembark, Guests and Lead charterer. Click any row to open the charter's page.
Creating and editing a charter
If you hold Charters → Edit, click Add on the Charters page to open the New charter modal, or click Edit on a charter's page to open Edit charter. A cancelled charter cannot be edited until it is reinstated.
The form is divided into four cards:
- Charter — Name (required).
- Itinerary — Embark date (required), Embark time, Embark port, Disembark date (required), Disembark time and Disembark port. Disembark date cannot be before embark date, and on a single-day charter disembark time must be after embark time.
- Financials — Charter fee and Expected APA. Both amounts are entered in the vessel's currency (shown at the end of each field).
- Notes — Notes (up to 4,000 characters).
If the embark and disembark dates overlap another active charter on the vessel, an alert warns These dates overlap another charter and lists the overlapping bookings. Same-day turnarounds do not count as an overlap when both charters span multiple days (or when both times are set and the first charter disembarks before or at the next charter's embark time). The warning is advisory — you can still click Save.
Overview, attachments and history
A charter's Overview tab displays the Itinerary, Financials, Notes and Attachments cards, followed by a History card at the bottom of the page showing when the charter was created, edited, cancelled or reinstated.
Under Attachments, anyone who can view the charter can click View (or click the row) to preview a file or Download to save it. Users with Charters → Edit can drop or select a file in the upload zone, confirm or change its Name in the Add File modal, and click Save, or remove an existing file with Delete.
Cancelling, reinstating and deleting
On the charter's header toolbar:
- Cancel charter (requires Charters → Edit) asks for confirmation, marks the charter as Cancelled, moves it to the Cancelled tab, and stops it from counting as an overlap against other charters or appearing on the vessel calendar.
- Reinstate (requires Charters → Edit, shown on cancelled charters) restores a cancelled charter to active status.
- Delete (requires Charters → Delete) permanently removes the charter, its attached files, and its APA ledger and receipts. If the charter has APA entries, the delete confirmation states how many APA entries will be deleted with it.