Everything you need to create bookings, manage reservations, track your hours, and close more sales at the beach.
Open the app in your browser or from the home screen icon if you installed it as a PWA. Enter your work email and password provided by your admin, then tap Sign In.
As a Sales Rep, you must clock in when you start your shift and clock out when you finish. This records your working hours for payroll calculation.
The Dashboard is your home screen. It gives you a quick snapshot of today's activity and your team's performance.
The bottom section shows the 10 most recently completed bookings β great for staying informed about what's happening across the fleet.
The large orange + New Booking button is your main tool. Click it whenever a customer wants to book a service. See the next section for the full step-by-step guide.
Creating a booking is your most important daily task. Follow these steps every time a customer wants to reserve a service.
A grid of service buttons appears. Tap the one the customer wants:
| Option | Description |
|---|---|
| π€ Jet Skis | Personal watercraft rentals β single or double rider options |
| π ATV / Quad | All-terrain vehicle experiences on land |
| π₯οΈ Yachts | Yacht charters and boat experiences |
| Custom categories | Any additional services your company offers (e.g., Parasailing πͺ) |
This section lets you add one or more activities to the booking cart:
Every booking needs a name and phone number:
| Field | Required | What to Enter |
|---|---|---|
| Customer Name | Required | Full name of the person booking (or group leader) |
| Phone Number | Required | Select the country flag (+1 US, +52 MX, etc.) then enter the number |
| Optional | Only needed if you want to send an email confirmation |
| Field | What to Enter |
|---|---|
| Launch Date | Date of the reservation (today or future date) |
| Launch Time | The exact time the activity starts. Some activities have pre-set times to choose from. |
| Number of People | Total headcount in the group (e.g., if 3 people split a booking, enter 3) |
| Log Notes | Any special instructions: rider experience level, special requests, waiver status, etc. |
If the customer has a promo code, enter it in the field and tap Apply. If valid, the discount is subtracted from the total automatically.
Select the Referral Source β how did the customer find you? This helps track marketing performance:
Instagram Β· TikTok Β· Google Β· Facebook Β· Friend/Referral Β· Flyer Β· Walk-in Β· Other
Select how the customer is paying:
Fill in the payment amounts:
| Field | Notes |
|---|---|
| Total Amount | Tap "Use $X" to auto-fill from the cart total, or type a different amount |
| Tip | Optional β add if the customer wants to include a tip |
| Deposit | If only a partial payment was taken (e.g., deposit to hold the spot) |
| Payment Notes | Transaction ID, Zelle confirmation, or any payment reference |
The summary box at the bottom shows the full breakdown:
Subtotal β Promo Discount (if any) β Net Total β Tax (7%) β Deposit β Balance Due at Location
While filling out the booking form, the system automatically checks if the selected location has capacity for the chosen date and time. Look for:
Go to the Bookings page in the left sidebar to see all reservations. From here you can find any booking, check its status, and take action on it.
Use the filter bar at the top to narrow down the list:
| Filter | Use it when... |
|---|---|
| β Today β | Navigate day-by-day to see bookings for a specific date |
| Customer search | Type the customer name or phone to find their booking instantly |
| Booking Ref | Customer has a reference number and you need to pull it up fast |
| Status filter | Show only CONFIRMED, PENDING, COMPLETED, etc. |
| Location | View bookings for a specific port only |
| Status | What It Means | What You Should Do |
|---|---|---|
| CONFIRMED | Reservation confirmed, all good | Nothing β just make sure they show up |
| PENDING | Awaiting confirmation or payment | Follow up with the customer |
| COMPLETED | Activity was done successfully | No action needed |
| CANCELLED | Booking was cancelled | Check notes for reason |
| DRAFT | Not fully submitted yet | Complete and confirm the booking |
Click any booking row to open its full detail view. As a Sales Rep, you can:
Toggle to Calendar View using the button near the top of the Bookings page. This shows a full month grid with dots on days that have bookings β useful for spotting busy vs. slow days at a glance.
The Map View shows all active fleet locations pinned on an interactive map. Use it to help customers find the nearest port or to look up a location's details before booking.
Credits power the platform. As a Sales Rep, you can view the current credit balance but cannot purchase credits (that's handled by your admin).
Look at the left sidebar at the bottom β there's a credit balance pill. The color tells you the status:
| Color | Balance | Action Needed |
|---|---|---|
| π’ Gray/Green | 50+ credits | All good β keep working |
| π Orange | 10β50 credits | Alert your admin β low balance |
| π΄ Red (blinking) | Below 10 | Urgent β notify admin immediately, bookings may fail |
| What You Do | Credits Used |
|---|---|
| Create a new booking | 1 credit |
| Edit or move a booking | 1 credit |
| Use the map or address search | 1 credit per search |