Excursions & Tours

The Excursions & Tours portal is your all-in-one control centre for running a boat trip, watersports, or land-tour business. It brings your AI phone agent, bookings, departures, manifests, fleet, customers, payments and reporting together in one dark, fast, mobile-friendly workspace — so every enquiry, reservation and departure is captured and managed in one place.

This guide is written for the people who actually use the portal day to day: owners, office staff, reservations teams and crew. It walks through every screen, what it does, how to use it, and how to add and edit the things you manage.

In this guide

• Getting around — the sidebar, header, layouts (admin, kiosk and crew views)
• Onboarding — what happens before your portal goes live
• Dashboard — your daily snapshot and quick actions
• Calls — Live Calls, Call History and Call Detail
• Guest Relations — complaints, lost property, inquiries and emergencies
• Bookings — Enquiries, the Bookings list, the Booking Board, New Booking and Booking Detail
• Operations — Calendar, Manifests, Crew Manifest, Guest Check-In, Fleet, Customers
• Catalogue — building excursions, schedules, pricing, and public booking pages/widgets
• Finance — Daily Till, Revenue, Invoicing
• Documents — Contracts, Email Templates, Inbox
• Reporting & Notifications
• Settings — company info, pipeline, branding, ticketing and notifications
• Common workflows & tips

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Getting around

Every page in the portal sits inside the same frame: a left sidebar for navigation and a slim top header. The main area in the middle is where each screen loads.

The sidebar

The sidebar groups your tools into labelled sections. On desktop you can collapse it to a thin icon-only rail using the chevron button at the top, and expand it again the same way. On mobile, tap the menu (☰) icon in the header to slide the navigation in.

The standard (admin) sidebar contains these sections and links:

Some links show a small badge with a number — for example new Bookings, unseen Guest Relations cases, or Contracts that need attention. Opening that page clears its badge.

At the very bottom of the sidebar is a small glass card with your profile avatar (tap it to open your Profile), a Sign out button, the light/dark theme toggle, and a Settings gear.

The header

The top header shows your company name (in your brand colour) and the "Excursions Portal" label on the left. On the right are:

• A Voice AI button (shortcut to AI-agent tools)
• A notification bell that opens recent alerts

Different layouts for different roles

The portal adapts to who is signed in:

• Admin / office view — the full sidebar described above. This is what owners and office staff see.
• Kiosk / vessel-scoped view — staff assigned to a single boat or vehicle see a simplified, flat menu (Dashboard, Bookings, Booking Board, Manifests, Daily Till, Calendar, Customers, Guest Relations). Their data is automatically filtered to that vessel only.
• Crew view — a stripped-back mobile screen for on-the-water crew, focused on today's departures and check-in (see Crew Manifest).

Everything updates live. When a new booking comes in, a payment is recorded, or a passenger checks in, the relevant screens refresh on their own — no need to reload — for every signed-in member of your team.

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Onboarding

Before your portal is fully live, the Dashboard shows a setup tracker instead of your stats. This walks through the stages of getting your AI agent and account ready (for example Received → Setting up → Awaiting payment → Live), with an estimated go-live date.

While you're in this state:

1. You'll see a welcome message and a delivery tracker showing the current stage.
2. A "Need help?" card gives you a Contact Support button if you have questions.
3. If your account is awaiting form, you'll be guided to an onboarding form to provide the details needed to build your agent.

Once your account is marked Live, the full Dashboard and all features unlock automatically.

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Dashboard

The Dashboard is your home base — a snapshot of how the business is doing right now, with shortcuts to everything else.

At the top you get a personalised greeting and status pills:

• A Live / Down indicator for the system
• An Active counter showing how many AI calls are happening right now
• A short system status message

You can filter the whole dashboard by date range (Today / Last 7 Days / Last 30 Days) and, if you have more than one AI agent, by agent. A refresh button reloads the numbers on demand.

The Dashboard has three tabs: Overview, Deep Analytics and Integrations.

Overview tab

Row 1 — call KPIs. Six cards: Total Calls, Avg Duration, Answer Rate, Valuable Calls (calls over 60 seconds), Call → Booking conversion rate, and Bookings Created. Several cards are clickable — for example Total Calls jumps to your call history, Valuable Calls opens calls filtered to longer durations, and Bookings Created opens your bookings.

Row 2 — operations metrics. Four more cards: Confirmed bookings, Departures Scheduled, Pending enquiries awaiting action, and Unique Customers in the period. These also link to the relevant pages.

Today's Operations. A card showing today's capacity as a progress bar, plus tiles for Confirmed / Pending / Departures / Customers, and your AI Agent Status (online, active calls, calls handled).

Quick Actions. One-tap shortcuts to View Bookings, Booking Board, Calendar, Customers, Call History, Manifests, Fleet and Revenue.

Charts. An Answer Rate Trend area chart, a Call Volume bar chart, and an Outcome Breakdown showing successful / initiated / error attempts.

Recent activity (3 columns). Upcoming Departures, Recent Calls (with status) and Recent Bookings (click any booking to open its detail). Each column has a "View all" button.

Deep Analytics tab

A richer set of charts and tables drawn from your AI call data — trends, dispositions, lead counts and call quality — for spotting patterns over time.

Integrations tab

Shows the third-party connections available for your account (such as booking-channel and calendar feeds). Use this tab to see what's connected and manage the links that feed bookings into your portal.

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Calls

The portal records and analyses every call your AI phone agent handles. There are three call screens.

Live Calls

Live Calls shows calls that are happening right now, updating every few seconds.

• Four metric cards at the top: Active Calls, Transcripts, Urgent (calls flagged concerned/urgent by sentiment) and Avg Duration.
• A list of active calls on the left. Click one to expand it.
• The right panel shows the live transcript as the conversation unfolds, along with sentiment and talk-ratio detail.

This is ideal for keeping an eye on busy periods or stepping in when a call is flagged urgent.

Call History (Calls)

The Calls page is your searchable archive of every call. You can filter, search and open any call to read its full transcript and AI analysis. (The dashboard links here when you click Total Calls or Recent Calls.)

Call Detail

Opening a call shows the Call Detail view: the full transcript, AI summary, sentiment, the caller's number and timing, and any booking or lead that was created from the call. From a booking, the View Call button takes you straight to the call that generated it.

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Guest Relations

Not every call is a booking. Guest Relations automatically captures non-booking calls that the AI flags — complaints, lost property, general inquiries, emergencies and feedback — so nothing slips through the cracks.

At the top you get stat cards: Total Cases, Emergencies, Open Cases, Complaints and Lost Property. If any emergencies are open, a red banner appears with a View Emergencies shortcut.

Each case is colour-coded by category and shows a resolution status: Open, In Progress, Resolved or Unresolved.

How to use it:

1. Filter by category (Complaint, Lost Property, General Inquiry, Emergency, Feedback, Other) and by urgency (All, Emergency Only, Open Only), or search by guest name.
2. Click a case to expand it. You'll see contact details, the AI's call analysis (sentiment, emotional state, call type, outcome, quality score), and any category-specific detail — e.g. the lost item description, the complaint types raised, or the emergency type.
3. AI Recommendations suggest a follow-up action where available.
4. Use the action buttons to View Full Call, Call Back the guest, or update the case: In Progress, Mark Resolved, or Reopen a resolved case.
5. Export CSV downloads the filtered list for record-keeping.

Cases are created automatically — there's no manual "add" here; the AI populates the list from call analysis.

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Bookings

This is the heart of the portal. Bookings flow in from your AI agents (voice, WhatsApp), your public booking pages and widgets, FareHarbor and other channels, and from staff creating them manually. There are several connected screens.

Enquiries

The Enquiries screen lists booking enquiries that are still new or contacted — i.e. interested guests not yet turned into a confirmed booking.

• Stat cards: Total, High Interest, Pending Contact and Today.
• Search by name, phone, summary or excursion type, and filter by interest level (High / Medium / Low).
• Each enquiry card shows the guest, interest badge, phone, party size, excursion type, the AI call summary and how long ago it came in.
• View Call opens the originating call; Convert to Booking carries the guest's details straight into the New Booking flow.

Bookings list (Reservas)

The Bookings page (your main reservations list) shows every booking with powerful filtering. The top action buttons are Sync (pull the latest from FareHarbor/calendar feeds), New booking, and Export (CSV).

Six stat tiles summarise everything: Today, total Reservas, Confirmed, Paid, Pending and outstanding Balance.

Two view modes:

• By excursion date — see departures for a chosen day. Use the Today / Tomorrow chips or pick a date range from the calendar.
• Recently booked — newest bookings first, with brand-new ones flagged by a purple dot.

Filters: a search box (name, email, phone or reference), channel chips (All channels / Agents / FareHarbor), and a status dropdown (Pending, Confirmed, Paid, Checked In, Completed, Cancelled).

Each booking row shows the Guest, Booking ID, Excursion, Guests (total pax), Contact, Channel (Agents / FareHarbor / Other), Excursion date, Booked on date, Status, and actions.

Per-booking actions (View, plus the "⋮" menu):

Booking Board (pipeline)

The Booking Board is a Kanban-style view of all bookings grouped into stages (configurable in Settings — typically Enquiry → Quoted → Deposit Paid → Confirmed → Checked In → Completed, plus Cancelled).

• Each column shows a count badge and cards with the guest, excursion, phone, party size, departure date/time, booking reference and value.
• Drag a card between columns to change its stage. The change saves instantly and updates everywhere.
• If you drag a booking into Confirmed, a payment confirmation pop-up asks how the guest paid (e.g. cash or card) and records the payment automatically.
• Click any card to open its full Booking Detail.
• Use the left/right arrows in the header to scroll wide boards.

New Booking

Create a booking by hand using a clean four-step wizard (reach it via New booking on the Bookings list, the Calendar, or by Convert to Booking from an enquiry).

Step 1 — Select an Excursion. Pick from your active excursions. Each option shows duration, max capacity, meeting point and adult/child prices. (If you have none yet, a Create Excursion button takes you to the catalogue editor.)

Step 2 — Customer Details. Enter first name, last name, email (all required) and phone (optional). If the email matches an existing customer, they're linked automatically.

Step 3 — Booking Details.

• If the excursion supports private trips, toggle Private Charter and choose the charter duration in hours.
• Pick a departure date from the calendar (past dates are disabled), then a departure time — the time list is live availability for that date and mode, so you can only book times that are actually open. If your requested time isn't available, the screen suggests the nearest open slot.
• Set the number of Adults and Children with the +/- counters (capped at the excursion's capacity).
• Choose a booking status: Enquiry, Quoted, Deposit Paid or Confirmed.
• Add any special requests (dietary, accessibility, occasions).
• A live Pricing Summary shows the breakdown, total and any required deposit.

Step 4 — Review. Confirm the excursion, customer, schedule and price. Two switches let you Send Confirmation Email to the guest and, if Stripe is connected, Include Payment Link. Press Create Booking to finish — you'll land back on the bookings list with the new reservation in place.

Booking Detail

Clicking a booking (from any list, the board, the calendar or the dashboard) opens its full Booking Detail page.

Header card. The guest name, current stage badge, priority (hot/warm/cold) where relevant, and the booking reference. If the booking came from a call, a View Call button links to it. A lifecycle progress bar shows where the booking sits across its stages.

Status dropdown. Change the booking's stage here. Moving to Confirmed opens the same payment-confirmation pop-up (record the method, and it logs the payment).

Info grid. Status, Passengers (adults + children), Created, Updated, Total Value and Language.

Actions bar. Buttons to Schedule Callback, email the guest, generate/copy a payment link (full balance or deposit), show a QR check-in code, and discard the booking with a reason. (Some actions appear only when ticketing or a call link is present.)

Editing.

• Edit contact — update name, email and phone. Changes sync across the booking, the passenger manifest and the linked customer record.
• Edit booking info — update excursion type, adults/children, language, meeting point, vessel, total value, deposit paid and special requests. The balance is recalculated and all related screens (manifests, board, revenue) stay in sync.

Activity & notes. Log notes, calls and emails against the booking, and see a timeline of everything that's happened — including AI-generated call analysis where available.

For FareHarbor bookings, the activity name, line items and duration are parsed straight from the synced feed, so you see the real product details without re-typing anything.

Booking statuses explained

You'll see these statuses on bookings throughout the portal (on the list, board, calendar and detail). They map to your pipeline stages:

Where bookings come from (channels)

Each booking is tagged with the channel it arrived through, shown as a coloured badge:

OTA bookings (GetYourGuide, Viator, Civitatis, Bokun, Musement, Rezdy, TrekkSoft and more) appear on the Calendar with their own platform labels and are read-only.

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Calendar

The Calendar brings every departure and appointment into one place: your internal bookings, manual appointments, OTA bookings (GetYourGuide, Viator, Civitatis, Bokun, Musement, Rezdy, TrekkSoft and more) and external iCal events — all colour-coded.

Views. Switch between List, Day, Week and Month using the toolbar. Use Today and the arrows to move through time. A search box filters by guest name, phone, email or activity.

Legend. A colour key shows Confirmed, Deposit Paid, Enquiry, Checked In, Appointment and OTA items.

How to use it:

1. Click a booking to jump straight to its Booking Detail.
2. Click an appointment (non-booking) to open its detail dialog.
3. OTA bookings are read-only — clicking opens a detail view.
4. Use New booking in the header to add a calendar appointment.
5. In List view, filter by Upcoming / All / Past.

The calendar auto-syncs FareHarbor and calendar feeds in the background, with a discreet "Syncing reservations…" indicator while it works. Past, cancelled, refunded and no-show items are hidden from the schedule. Staff scoped to a single vessel only see that vessel's departures.

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Manifests

A manifest is the passenger list for a single departure. The Manifests page shows present and future departures (past ones never appear) so your team always knows who's coming, who's checked in and whose waiver is outstanding.

Top stats (for today): Today's Departures, Total Passengers, and — when ticketing is on — Checked In and Pending Waivers.

Filter bar:

• Date pills: Today, Tomorrow, Next 7 days, All upcoming, or a custom Date range.
• Search passengers by name or booking reference.
• Filter by excursion and by vessel.
• Clear resets all filters.

Departures are grouped by date. Each manifest card shows the departure time, activity, Public/Private badge, vessel, and a Ready / Pending status. A capacity bar shows current pax against the maximum, with a Full badge when it's at capacity. When ticketing is enabled you also see check-in and waiver progress bars, and each passenger row has a QR button.

Passenger rows show the name (or "Unassigned ticket"), a Child badge where relevant, booking reference, and a waiver warning if it isn't signed.

QR scanner. With ticketing on, Open QR Scanner lets you scan guest tickets to check them in. Tapping a passenger's QR button shows their individual check-in code.

Crew Manifest

The Crew Manifest (/excursions/crew) is a stripped-back, mobile-first version of manifests built for crew on the water. It shows today's departures for the crew member's assigned vessel.

• Top tiles: Trips, Pax and (with ticketing) Aboard.
• Each departure expands into a passenger list. Crew can flip a check-in switch beside each passenger to mark them aboard (or un-check), and see who still needs a waiver.
• A floating QR scan button lets crew scan tickets to check guests in quickly.

It auto-refreshes as bookings and check-ins change, so the whole team stays in sync.

Guest Check-In (self-service)

Guests can check themselves in from their phone via a link or QR code — this is the public check-in page (/excursions/checkin).

The flow:

1. Find booking — if the guest didn't arrive via a personal link, they enter their booking reference and last name.
2. Booking details — the page shows the activity, date, time, vessel, party size and meeting point, and any outstanding balance with a Pay Now button.
3. Check in — the guest confirms their name, number of guests arriving, optional dietary/medical/accessibility notes and emergency contact, then ticks the liability waiver and presses Confirm Check-In.
4. Confirmed — a success screen reminds them to arrive 15 minutes early and to show the screen to staff.

Guests can also request booking changes (updated guest count and notes) from this page. The page picks up your logo and brand colour, offers an EN/ES language toggle, and — if you've turned ticketing off in Settings — politely tells guests to check in at the meeting point instead.

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Customers

The Customers page is your guest directory, automatically built from bookings (no manual import needed — guests appear here as soon as they book).

Stats: Total Customers, Repeat Customers, Total Bookings and Lifetime Revenue.

List: each row shows the guest's initials, name, Repeat and AI badges where relevant, email and phone, their top activity, number of trips, total spent and last booking date. Search by name, email or phone, and sort by Most recent, Most spent, Most bookings or Name.

Click a customer to open their detail page.

Customer Detail

A full profile aggregated across all of that guest's bookings.

• Header: name, Repeat/AI badges, and "customer since" date. A New Booking shortcut is on the right.
• KPI cards: Total Bookings, Total Spent, Avg. Booking value, Total Guests, Cancelled and Outstanding balance.
• Tabs:
  • Booking History — every booking with date, time, activity, status, party size, source and value; click one to open it.
  • Contact & Financial — editable name, email and phone (saving syncs across all their bookings, manifests and the customer record), plus source, last booking, lifetime value, average booking, outstanding balance and top activity.
  • Payments — a list of recorded payments with method, status, date and amount.

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Fleet

The Fleet page tracks every resource you operate — boats, vehicles and equipment. It's not just boats: the portal supports watercraft (motor yacht, catamaran, RIB, jet ski, kayak…), land vehicles (buggy, quad bike, jeep, minibus, e-bike, golf cart…) and other resources (helicopter, hot-air balloon, horse, equipment set…). Icons adapt to the type.

Stats: Total Fleet, Operational, Not Operational and Maintenance Due.

Each resource card shows a cover photo (or an icon), name, type and registration, capacity, days until next maintenance, insurance expiry countdown and home port. A coloured status badge shows: Operational, Maintenance, Repair, Drydock, Out of Service or Seasonal.

How to add a resource: click Add Resource to open the three-step wizard.

How to edit / manage: click a card to open the detail panel and edit. The card's "⋮" menu offers View Details, Duplicate, quick status changes (Set Operational / Set Out of Service) and Delete Resource (which also removes its logs and history, with confirmation).

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Catalogue

Your Catalog holds the excursions/experiences you sell. Everything else — bookings, the calendar, manifests, public pages and the AI agent's availability — is built on top of what you define here.

Catalog list

The catalogue shows a card per excursion with its cover image, title, price, vessel, booking mode (Shared / Private / Shared + Private), duration, max capacity, difficulty, and Draft / Featured badges. Stats at the top count Total, Active and Featured excursions, and there's a search box.

Header buttons: Payment Methods (opens payment settings) and New Excursion.

Per-card actions (the "⋮" menu): Edit, View Public Page, Copy Link and Delete.

How to add an excursion: click New Excursion. A draft is created immediately and the Catalog Editor opens. (You can also reach the editor from New Booking's "Create Excursion" prompt.)

Catalog Editor

The editor is organised into nine tabs. Changes autosave as you work (you'll see "Saving… / All changes saved / Unsaved changes"), and there's a Save now button too. Toggles for Active and Featured sit in the header, along with the slug (the URL-friendly name).

Pricing models determine how the price is worked out. The editor shows the right fields for whichever model and booking mode you pick:

For private charters you set an hourly rate, a base capacity included in that rate, and an overage-per-person charge for guests above the base. Excursions can be Shared only, Private only, or Shared + Private (where guests choose at booking time).

Schedule is powerful: build a weekly pattern of departure times, add one-off dates, set per-slot capacity or price overrides, and (for rentals) define bookable durations and whether a booking blocks the following hours. Slots already booked are locked so they can't be removed by accident, and the AI agent and public calendar use this exact schedule to offer availability.

Public booking pages and widgets

Each active excursion has its own public booking page at app.sysevo.io/book/<your-slug>/<excursion-slug>. Guests see your branding, photo gallery, highlights, itinerary, what's included, languages and pricing, then book through a booking sidebar.

The Share tab gives you three ways to use it:

1. Public link — copy it or open it; share by email, social or WhatsApp.
2. Embed widget — copy an <iframe> snippet to drop the booking flow straight into your own website. Choose a size preset (Compact, Standard, Wide) or set custom width/height. There are quick instructions for WordPress, Wix and Squarespace. The widget loads at /widget/<your-slug>/<excursion-slug>.
3. QR code — a generated QR (download as PNG) for flyers, posters and signage that opens the booking page.

The guest checkout (/book/.../checkout) is a four-step flow: Select Date (live availability and party size, including private-charter hours), Guest Info (and per-passenger details), Payment (cash on arrival or card, depending on your setup), and Confirmation. After booking, guests land on a success page and can later open a Manage booking page. Every public booking flows straight into your portal — the bookings list, calendar and manifests — in real time.

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Finance

Daily Till

The Daily Till is your end-of-day cash-and-card reconciliation for today. It pulls together today's bookings, departures and the costs you log, and shows where the money is.

KPI cards: Revenue (collected), Costs, Cash In, Card In, Net Cash and Net Total.

Today's Departures lists each manifest with its time, excursion, vessel and capacity (Open/Full).

Costs lets staff log expenses on the fly. Click Add Cost, choose a category (Food, Fuel, Captain, Supplies, Maintenance, Other), add a description and amount, and pick cash or card. Each cost can be deleted. Vessel-scoped staff log costs against their own boat.

Payment Breakdown is a table of today's bookings showing value, paid, method and status, plus a banner for any outstanding balance.

End-of-Day Summary shows Net Cash to Owner, Net Card and Total Net so the person cashing up knows exactly what to hand over.

Revenue

The Revenue page is your financial analytics dashboard, with a period selector (Last 7 / 30 / 90 days, This year) and percentage change vs the previous period.

KPIs: Total Revenue, Collected, Outstanding, Avg per Departure, Departures and Bookings.

Four tabs:

• Overview — Revenue by Excursion (with occupancy), Revenue by Day of Week, Payment Methods, Payment Status and Booking Sources.
• Payments — a feed of recent payments (any method) with customer, reference, method, amount and date.
• Balances — Total Owed, Bookings with Balance and Collection Rate, plus a table of outstanding balances.
• Breakdown — a full per-excursion table (departures, pax, occupancy, revenue) with a totals row.

Everything updates live as bookings and payments change, and revenue counts confirmed/deposit-paid/checked-in/completed bookings.

Invoicing

Invoicing lets you create and send professional Stripe invoices to guests or booking agents and track whether they're paid.

First-time setup (admins): connect your own Stripe account by entering your secret key (and optionally publishable key). Once connected, a green banner shows your account name. You can disconnect at any time.

Stats: Total Invoices, Paid (with amount collected), Outstanding and Total Invoiced.

How to create an invoice:

1. Click Create Invoice.
2. Optionally link to a booking — this pre-fills the customer, amount (the balance due) and a reference.
3. Enter/confirm customer name, email, phone, service/tour name, amount and currency (EUR/GBP/USD), plus an optional description.
4. Press Send Invoice — Stripe emails the guest a hosted invoice with a pay link.

Managing invoices: the list shows customer, service, amount, date and a status badge (Outstanding, Pending, Paid, Void, Uncollectible, Draft). Filter by status, search, and switch between All / Manual / From Bookings tabs. Per invoice you can open the hosted invoice or copy the payment link. A Sync & Refresh button pulls the latest statuses from Stripe.

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Documents

Contracts

The Contracts page handles digital contracts and signatures — useful for private charters, corporate bookings and agent agreements.

Stats: Total, Pending, Completed, Expired and Declined.

How to use it:

1. New Contract opens a dialog to create one (title, parties, document and signers).
2. Search and filter by status (Draft, Pending, Completed, Expired, Voided, Declined), and use the All / Action Required / Completed / Declined tabs.
3. Each contract card lets you Send it for signature, Download the document (the signed version once complete), Void it (a reason is required), or Delete it.

Opening the page clears the sidebar's contracts badge.

Email Templates

The Email Templates page manages the automated emails guests receive at each booking stage. Templates are keyed to your booking pipeline stages, so when a booking moves stage the matching email can fire automatically.

Here you can edit each stage's template, import HTML, add a signature, configure sending domain settings, and review send logs — keeping guest communication consistent and on-brand.

Inbox

The Inbox is a shared mailbox for the whole team, so guest emails and messages live alongside your bookings rather than scattered across personal inboxes. Open a conversation to read and reply. A linked Inbox Settings page (gear/settings) lets admins configure how the inbox connects and behaves.

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Reports

The Reports page is a printable, period-based business report (Last 7 / 30 / 90 days, This year) with an Export PDF option.

It covers:

• Primary KPIs: Total Bookings, Total Passengers, Total Revenue, Total Calls (each with change vs the previous period).
• Operational row: Confirmed, Pending, Cancelled, Check-In Rate, Waiver Rate and Avg Value (check-in and waiver rates appear when ticketing is on).
• Performance by Excursion and Popular Days of the week.
• Financial summary: Collected, Outstanding, Confirmation Rate, Avg Pax per Booking and Avg Call Duration.
• Sources, Payment Methods and Upcoming Departures.
• A Recent Bookings table with reference, guest, departure, pax, value, status and payment.

Reports draw on bookings, payments, check-ins and AI call data together for a complete operational picture. (For ongoing money tracking, use Revenue and Daily Till; Reports is best for period summaries and sharing.)

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Notifications

The notification bell in the header opens recent alerts (new bookings, payments, cases and more). The dedicated Notifications page gives you the full history. You control which notifications you get under Settings → Notifications (see below).

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Settings

Open Settings from the gear at the bottom of the sidebar. It's organised into tabs (some are admin-only).

General

• Company Info — company name, primary contact name and notes (the contact email is shown but managed for you).
• Voice Agent — a read-only view of your mapped AI agent: display name, timezone, agent ID and sync status, so you can confirm your agent is live and synced.
• Ticketing & Check-In (admin) — a master switch for ticketing. When off, QR check-in, waivers and self-service check-in are hidden across the portal and crew/manifest screens simplify to passenger counts only.
• AI Sync — an auto-sync toggle that keeps your AI agent's knowledge in step with your catalogue and schedules.

Pipeline (admin)

Configure your booking pipeline stages — the columns on the Booking Board and the keys your automated emails are tied to. Rename stages, set their colours and order them to match how your business actually works.

Branding (admin)

Upload your logo (light and dark versions) and set your brand colour. These flow through the whole portal, your public booking pages, the guest check-in page and guest emails.

Notifications

Choose which alerts you receive and how, via your notification preferences.

The Settings page also includes an API tab for developers. That, and any platform-operator/admin tooling, is covered in separate documentation and isn't part of this guide.

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Common workflows & tips

Turn a phone enquiry into a confirmed, paid booking

1. The AI agent answers the call; a new Enquiry (and often a draft booking) appears automatically.
2. Open Enquiries, review the AI summary, and click Convert to Booking (details pre-filled), or open the booking directly.
3. Finish the New Booking wizard, choosing a real available time slot.
4. On the Booking Board or the Booking Detail, drag/move it to Confirmed and record the payment in the pop-up.
5. The guest gets a confirmation email (and a payment link if you use one); the departure now shows on the Calendar and Manifest.

Run a departure day

1. Check Manifests (or Crew Manifest on a phone) for today's passenger lists and waivers.
2. As guests arrive, scan their QR or flip the check-in switch — progress bars update live.
3. Log fuel, food and other costs in Daily Till as they happen.
4. At the end of the day, read the End-of-Day Summary to cash up.

Publish and promote a new experience

1. Create it in the Catalog, filling Basic, Media, Details, Schedule and Pricing.
2. Toggle it Active (and Featured if you want it highlighted).
3. In the Share tab, copy the public link, embed the widget on your website, or download the QR for print.
4. New public bookings flow straight into your Bookings, Calendar and Manifests.

Keep everyone in sync

• Editing a customer's contact details, or a booking's info, automatically updates the linked bookings, manifests, customer record and the board — so you only ever fix something once.
• Bookings from FareHarbor and OTAs sync in automatically; use Sync on the Bookings list or let the Calendar pull them in the background.

Tips

• Use the date-range and channel filters on the Bookings list to find any reservation fast.
• The purple dot next to a booking means it's new since you last looked.
• If a time slot won't let you book, it's genuinely full or blocked — the picker only offers real availability and will suggest the nearest open time.
• Vessel-scoped (kiosk) logins automatically see only their boat's data, which keeps on-site screens simple.

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This guide covers the client-facing Excursions & Tours portal. Platform-operator/admin tools and developer/API documentation are maintained separately.