The Marina Settings screen (Marina → Settings) contains all configuration tiles for the module. This reference lists every tile, its purpose, and where to find detailed documentation.
Accessing Marina Settings
From the left navigation pane, click Marina.
Click Settings on the top ribbon (or More → Settings if the ribbon is collapsed).
Marina Settings Tiles
Reservation Configuration
Tile | Purpose | Documentation |
Booking Types | Define the categories that link products, spaces, and rate plans. Control which booking periods are available and which vessel dimensions the online portal requires. | Booking Type Setup - Marina |
Custom Status | Create custom statuses beyond the five defaults. Set up automatic email or contract triggers when status changes. | Custom Status |
Policies | Create cancellation and deposit policies. Required for online booking. | Marina Policies |
Products and Pricing
Tile | Purpose | Documentation |
Product Categories | Optional grouping labels for products. Used in reporting. | No dedicated doc — simple name-only setup. |
Rate Plans | Create dimension-based pricing tiers (by LOA, beam, etc.) and assign them to products. | Rate Plans for Transients, Updating Rates - Seasonal, Updating Rates - Transients |
Price Adjustments | Set up fees automatically added to reservations (All Orders, Offline Only, Online Only, Per Unit). | Price Adjustments — Marina |
Price Adjustment Groups | Optional grouping for price adjustments. Organizational only. | No dedicated doc. |
Promo Codes | Create discount codes for staff or online guest use. | Marina Promo Codes |
Spaces and Availability
Tile | Purpose | Documentation |
Space Groups | Create groupings of spaces for meter readings and reporting. Required before creating spaces. | Space Groups - Marina |
Spaces | Create individual slip/space records with dimension constraints. | Spaces - Marina, Updating Spaces for Marina |
Space Collections | Group multiple adjacent spaces into a single bookable unit for oversized vessels. | Space Collections - Marina |
Space Blackouts | Block spaces from being booked during maintenance or other periods. | Space Blackouts - Marina |
Maps | Set up visual marina maps for the back-office Map screen and the online booking portal. | Reservation Maps |
Utilities
Tile | Purpose | Documentation |
Power Meter Types | Define the types of electrical service available (30A, 50A, 100A, etc.). Required before creating meters. | Power Meter Types - Marina |
Power Meters | Create individual meter records attached to specific spaces. | Power Meters - Marina |
Operational Tracking
Tile | Purpose | Documentation |
Departure Reasons | Create a list of departure reasons staff can select when a vessel checks out. | This page |
Referral Reasons | Create a list of how guests heard about your marina (for marketing attribution). | This page |
Departure Reasons — Setup
Go to Marina → Settings → Departure Reasons.
Click Add New.
Enter the reason name (e.g., "End of Season," "Relocated," "Non-Renewal," "Vessel Sold").
Click Save.
Repeat for all reasons.
Staff can then select a departure reason when closing out a reservation or recording a vessel departure.
Referral Reasons — Setup
Go to Marina → Settings → Referral Reasons.
Click Add New.
Enter the referral reason name (e.g., "Google Search," "Word of Mouth," "Repeat Customer," "Boat Show").
Click Save.
Repeat for all reasons.
Staff can select the referral reason when creating a reservation. This data is available in Marina Reservation reports for marketing analysis.
Typical Setup Sequence
If you are setting up the Marina module from scratch, complete the settings in this order to avoid missing prerequisites:
Space Groups — must exist before Spaces
Spaces — must exist before Products can be assigned units
Power Meter Types — must exist before Power Meters
Power Meters — must exist before Meter Readings
Booking Types — must exist before Products
Rate Plans — can be created before or after Products
Policies — must exist before assigning to Products or enabling online booking
Products — bring all the above together
Price Adjustments — assign to Products after Products are created
Maps — can be set up any time after Spaces exist
Promo Codes, Custom Status, Departure Reasons, Referral Reasons — can be created at any time