1,2,3… Setup Instructions

QUICK Instructions and possibilities

How to setup the options that will show up on the guest’s app The Charter App

On Company level – Settings > Charter Company:

· Add Terms and Conditions for check-in and check-out – to insert the text, go to:
Copy/paste the legal terms (you can add new statements), and write the check-out statement, like an example: I hereby accept ALL Check-out terms as stated above in this Check-out document.

*If you start the Check-in without the guest we will add the legal text to the actual check-in document.

· Reviews/feedback – to add links to your FB, Google, TripAdvisor, Instagram, Twitter…go to:
*Settings > Charter Company > Reviews
*we filter / provide an option to review only the positive reviews

· Damage price list or additional terms – if you want to let them know the damage price, go to:
*Settings > Charter Company > edit > Additional legal terms

On Base level – Settings > Charter Base:

· Report damage while sailing – to add emails, to which the damage report will be sent/received, go to:
Insert the email(s) to receive damage reports, from guests while sailing (put , between emails)
· Phone number – the guest can call (activated with the check-in and de-activated with check-out)
· Land/Taxi transportation – to refer your guests to a land transportation company (with pre-set email) insert an email of the Transport company and yours – separated by a comma. This button will send full data email to the transport – to all emails you added

On Vessel level – Vessels:

· Internal reviews – for vessel and services – to add the form go to:
*Vessels > Edit > How-To > Review url
*we recommend Google Forms (one per vessel or one per fleet). They are easy to make and they provide excellent graphic statistics. Click here for Google forms or see an example here

· Vessel documentation (for email/share) – to add PDF vessel documentation go to:
*Vessels > Edit > Documents (on top)
*keep docs onboard, this is just an easier option to provide the documentation to the Marinas

· 3D and Briefing video – go to:
*Vessels > Edit > How-To > 3D view url and check-in video (add url links

· Copy/paste Vessel data (everything – all data and photos)
*if you have similar or the same vessel models, you can now copy/paste them (let us know – safer to start 🙂

Users Settings:

· Add Users – go to: Settings – Users
**ID must be unique (combine the name & company name to be unique – email is not required)
* Choose the USER ROLE:
– App Login – crew edit – for app login
– Portal Login – base can see the Base (choose base), Fleet can see ALL bases (all rights permitted),
Normally the office staff has both logins (app & portal), while technicians only the app

· Assign vessels to technicians (so they can filter only their own vessels – at the login page)
*Settings > Users > user/edit > Assign Vessels to User

Help – provide booking QR to your guests:

– on the APP – on the main page: click on the vessel/booking  > on the pop-out > choose Booking Data > show QR code to your guests (On the guest’s app: +Add booking > scan QR code)
*first QR code is for the >Booking and the second QR code is for the App download

– on the Portal / booking – click on the small square icon Paste the link to web browser + enter (copy QR code from here)

*YOU SHOULD TEST THE GUESTS APP – UPLOAD THE BOOKING AND REVIEW ALL OPTIONS.

FOR QUICK ZOOM HELP PLEASE SEND AN EMAIL TO tom@dmanagerapp.com or call: +385 95 59 6789 2

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