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Review Configurations

After the Floatist team has set up your checklist configurations, it is essential you review them. The way we prefer you to do this is by going through the pre check-in process. This is a way for you to see the process from the charter guest’s point of view, and at the same time notify us of any errors in the checklist.

  • Create a dummy booking for the yacht (from Bookings > Calendar)
  • Click on the booking. On the timeline, complete the first four steps: Crew list, Repairs, Cleaning inside, Cleaning outside. This ensures the pre check-in will be available for the guest app. Booking detail timeline with Crew list, Repairs and cleaning steps, and the Share menu open on Open client app
  • Go to the guest app by clicking the blue Share button on the top of the booking detail page. Click Open client app.
  • On the client app, click Start pre check-in Guest app home screen for a trip on Jupiter with the Start pre check-in button
  • On the pre check-in, go through the entire process. Review each item, and if anything needs to be changed click Not OK, and add your remarks there. If any images need to be changed, please add your image in the remarks panel as well. Remark screen in the pre check-in with a text box and options to take a photo or choose a file
  • Make sure to submit the checklist at the end
  • Once done, go to the Onboarding Dashboard and in the Fleet list, check the Review Complete box to notify us you have reviewed the yacht. Fleet list on the Onboarding Dashboard with the Review Complete checkbox column next to each yacht