New customers: If the customer does not yet have a record in Sharper, create them first in CRM → Customers before creating the reservation.

This guide covers how to find, edit, update the status of, and cancel existing Marina reservations.

Finding a Reservation

From the left navigation pane, click Marina.
Click Reservations on the top ribbon.
Use the search bar and filters to locate the reservation:

Filter	What It Does
Customer Name	Search by the customer's display name
Vessel Name	Search by the vessel's name
Space	Filter to a specific slip
Status	Filter by reservation status (Reserved, Confirmed, Checked In, Checked Out, Cancelled, Waitlist)
Booking Type	Filter to a specific Booking Type
Date Range	Filter by reservation start or end date

Click on the reservation row or the Edit button to open it.

Editing a Reservation

You can change any part of a reservation after it has been saved, including dates, vessel, space, pricing, notes, and accounting settings.

Locate and open the reservation.
Click the Edit button at the top of the reservation summary screen.
Make the necessary changes.
Click Save.

Changing a reservation's dates, space, or vessel will re-evaluate dimension compatibility and availability. If the new configuration conflicts with space constraints, the system will warn you. You can override constraints using the No Rules option in Advanced Search.

Common Fields to Edit

Field	Where to Find It
Dates	Search section at the top of the reservation form
Space assignment	Space selector in the Price Details area
Fixed price override	Fixed Price checkbox in the pricing section
Deposit amount	Deposit Required field (can be overridden per reservation)
Rate plan	Rate plan drop-down in the pricing section
Internal / External notes	Notes section
Accounting settings (invoice frequency, auto pay, pro rating)	Accounting section — expand with the down-arrow

Updating Reservation Status

Changing Status from the Reservation Summary

Open the reservation.
Click the three-dot menu (⋯) in the reservation summary screen.
Select the desired status action (Check In, Check Out, Cancel, or any custom status).

Default Status Flow

From	To	When
Reserved	Confirmed	Deposit is collected
Reserved or Confirmed	Checked In	Vessel arrives and is in the slip
Checked In	Checked Out	Vessel departs
Any active status	Cancelled	Reservation is cancelled
Any status	Waitlist	Reservation is placed on the waitlist (no space assigned)

Mass Status Updates

To check in or check out multiple reservations at once, use the Marina Dashboard. Select the reservations you want to update and use the bulk action controls.

Notes

Note Type	Who Sees It
Special Requests	Staff only — displayed prominently for operational awareness
Internal Notes	Staff only — not visible to the customer
External Notes	Printed on the customer's invoice — visible to the customer

Cancelling a Reservation

Open the reservation.
Click the three-dot menu (⋯) in the reservation summary screen.
Select Cancel.
Confirm the cancellation.

Cancelling a reservation does not automatically issue a refund. Any payments already collected must be refunded manually in CRM → Invoices. Review any applicable cancellation policy with the customer before proceeding.

After cancellation, the reservation will appear with a Cancelled status and will no longer occupy the space in availability. The space becomes immediately available for new bookings.

Waitlist Reservations

Creating a Waitlist Reservation

Begin creating a new Advanced Reservation as usual.
In the Advanced Search drop-down, toggle on Wait List.
Complete the rest of the form and save. The reservation is saved with Waitlist status and no space assigned.