The customer-facing web application where boaters manage their bookings, sign contracts, pay invoices, upload documents, and share berth absences with your marina.
The Boater Portal is the online account your customers use to manage their relationship with your marina. From here, they view booking details, sign contracts, pay outstanding charges, upload boat documents, and notify you when their berth will be free for subrental. Knowing what the portal contains helps you answer boater questions quickly and catch problems before they become issues at the dock.
| Screen / Area | What you use it for | Typical daily tasks |
|---|---|---|
| Home Screen | Boaters use this screen to see all their active contracts, long-stay bookings, transit bookings, and the berth sharing section in one place. | Check a booking status or locate a contract that needs signing before arrival. |
| Manage when your berth is free section (Home) | Boaters use this section to share and manage periods when their berth will be empty so the marina can offer it for subrental. | Submit an absence period so the marina can relet the berth while the owner is away. |
| Manage Contracts section (Home) | Boaters use this section to see all their marina contracts and sign any awaiting their approval. | Find and sign a Pending Review contract to confirm a long-stay reservation. |
| Long-Term Bookings section (Home) | Boaters use this section to see all their long-stay reservations such as annual berths and seasonal moorings. | View a booking status and request services before a long stay begins. |
| Transit Bookings section (Home) | Boaters use this section to see all their short-stay reservations. | Check arrival details or pay a reservation deposit for a transit stop. |
| Long-Stay Booking Detail | Boaters use this screen to see the full detail of a long-stay reservation including the payment panel, boat details, marina information, and services requested. | Review charges and add service requests before departure. |
| Transit Booking Detail | Boaters use this screen to see the full detail of a transit reservation including payment options and the option to cancel a pending request. | Complete a payment or cancel a pending booking request. |
| Request Services screen | Boaters use this screen to select marina services and utilities they want during their stay. | Request shore power or a pump-out ahead of arrival. |
| Book now / Booking enquiry form | Boaters use this form to submit a new berth request by entering arrival date, departure date, and boat dimensions. | Book a transit stop at a marina directly through the portal. |
| My Boats screen | Boaters use this screen to see all their registered boats with dimensions. | Verify boat dimensions before making a new booking. |
| New Boat form | Boaters use this form to add a new boat to their account. | Register a new boat before making a first booking. |
| Edit Boat form | Boaters use this form to update boat details such as dimensions, registration number, type, and photo. | Update LOA or beam before a booking where accurate dimensions matter. |
| Boat Documents screen | Boaters use this screen to upload and manage registration, insurance, and other documents for a specific boat. | Upload an insurance certificate the marina has requested before check-in. |
| Documents screen (My Documents tab) | Boaters use this tab to upload and manage personal documents shared with all their marinas. | Upload a passport or ID document to have it on file for check-in. |
| Contract Review and Sign screen | Boaters use this screen to read the full contract including financial items, required documents, questions from the marina, and terms before signing electronically. | Sign an annual berth contract so the reservation can become active. |
| Billing & Payments screen (Action Required tab) | Boaters use this tab to see all payments that need their attention. | Pay an outstanding charge before arriving at the marina. |
| Billing & Payments screen (Completed tab) | Boaters use this tab to see all payments that have been successfully completed. | Check a past payment receipt. |
| Billing & Payments screen (All tab) | Boaters use this tab to see every payment regardless of status, with filters for marina and time period. | Review the full payment history for a specific marina over the past year. |
| Payment Detail screen | Boaters use this screen to see the itemised charges, VAT, total, payment provider, and any notes from the marina, and to take payment action if needed. | Complete a failed payment or view a breakdown of a reservation fee. |
| Payment successful screen | Boaters see this confirmation screen after a successful online payment. | Confirm the payment went through before leaving the marina. |
| Payment Failed screen | Boaters see this screen when an online payment did not complete. | Know to return to Billing and Payments to retry the payment. |
| Profile Settings screen (Profile tab) | Boaters use this tab to update their name, email, phone, company name, date of birth, language, and preferred measurement unit. | Update a phone number before a trip so the marina can reach them. |
| Profile Settings screen (Change Password tab) | Boaters use this tab to update their account password. | Reset a forgotten password after a login problem. |
| Billing Details form | Boaters use this form to set their billing address, customer type, full name, billing email, VAT ID, Fiscal ID, and Electronic Invoicing ID so invoices are generated correctly. | Add a VAT number before the marina issues a long-stay invoice. |
| Berth Absences screen | Boaters use this screen to see all their submitted absence periods at a specific marina and to add new ones. | View upcoming subrental periods or check whether an absence was recorded correctly. |
| Share Absence form | Boaters use this form to submit the dates when their berth will be empty, choose the berth if they have more than one, and add an optional note for the marina. | Submit a two-week absence period so the marina can offer the berth to transit visitors. |
| Subrental Terms screen | Boaters use this screen to read and accept the marina's terms and conditions before they can share any absences. | Accept subrental terms for the first time before submitting an absence. |
| Utilities screen | Boaters use this screen to view and manage electricity and water usage for their berth via the embedded Plus Marine dashboard. Only available when the marina has the utility management feature enabled. | Monitor electricity consumption during a long stay. |
| Feature | What it does |
|---|---|
| View Contracts | Shows all marina contracts and their status on the Home screen. |
| Sign Contract | Lets the boater review contract details, financial items, required documents, marina questions, and terms before signing electronically. |
| View Long-Term Bookings | Shows all long-stay reservations on the Home screen. |
| View Transit Bookings | Shows all transit reservations on the Home screen. |
| View Booking | Opens the full detail of one booking including payment, boat details, and marina information. |
| Request Services | Lets the boater select available marina amenities and utilities to request during their stay. |
| Secure Reservation | Confirms the reservation by accepting charges or paying online, depending on the marina's payment setup. |
| Accept Charges | Lets the boater agree to pay the listed charges directly at the marina. |
| Complete Payment | Redirects the boater to the online checkout to pay a reservation fee or full charge through Metarina. |
| Pay Now (Billing screen) | Pays an outstanding charge from the Payment Detail screen directly online. |
| Retry Payment | Lets the boater reattempt an online payment that previously failed. |
| Cancel request | Cancels a pending or confirmed transit booking request and notifies the marina. |
| Add Boat | Adds a new boat to the boater's account. |
| Edit Boat | Updates boat details including dimensions, boat type, brand, model, registration number, home port, and photo. |
| Upload Boat Photo | Adds a photo to help the marina identify the boat on arrival. |
| Upload Boat Document | Uploads a registration, insurance, or other document for a specific boat. |
| Delete Boat Document | Removes a document from a boat's record. |
| Upload Document (My Documents) | Uploads a personal document such as a passport or ID shared with all marinas. |
| Delete Document (My Documents) | Removes a personal document from the account. |
| View Billing & Payments | Shows all payments across all marinas with tabs for Action Required, Completed, and All. |
| Filter by Marina | Narrows the billing list to payments from a specific marina. |
| Filter by Time Period | Narrows the billing list to Last 30 Days, Last 3 Months, Last 6 Months, Last 12 Months, This Year, or All Time. |
| View Payment Detail | Opens the full breakdown of charges, VAT, total, payment provider, payment method, and any notes from the marina. |
| Book now | Submits a new berth booking at a marina by entering arrival date, departure date, boat dimensions, and contact details. |
| Booking enquiry | Sends a manual booking enquiry to a marina when instant online booking is not available. |
| Update Profile | Updates name, phone, company name, date of birth, preferred language, and preferred measurement unit. |
| Change Password | Updates the account password. |
| Update Billing Details | Sets billing name, billing email, address, country, customer type, VAT ID, Fiscal ID, and Electronic Invoicing ID. |
| Share an Absence | Submits the dates when the berth will be empty so the marina can offer it for subrental. |
| Update | Edits the start or end date of an existing absence period. |
| Agree to subrental | Reads and electronically accepts the marina's subrental terms and conditions for the first time. |
| Manage Absences | Shows all submitted absence periods for a marina and allows the boater to add new ones. |
| View Subrental Terms | Displays the full subrental terms and conditions text for the marina. |
| View Utilities | Displays the Plus Marine electricity and water dashboard for the boater's berth. Only available when the marina has enabled the utility management feature. |
| Status / Badge | Meaning | What you should do next |
|---|---|---|
| Pending (Booking) | The booking request has been submitted and is waiting for the marina to respond. | No immediate action needed. The marina will confirm, decline, or waitlist the request. |
| Confirmed (Booking) | The marina has acknowledged the request and the boater still needs to act to secure the berth. | Ask the boater to log in and complete payment or accept charges. |
| Reserved (Booking) | The berth has been secured and the reservation is confirmed. | No further action needed until arrival. |
| Waitlisted (Booking) | The marina has no suitable berth available right now but has added the boater to a waiting list. | Monitor the request. The marina will notify the boater if a berth becomes free. |
| Cancelled (Booking) | The booking has been cancelled by the boater or the marina. | Contact the boater if the cancellation was unexpected or if a refund discussion is needed. |
| Declined (Booking) | The marina was unable to accommodate the request. | Ask the boater to try alternative dates or search for another marina. |
| Pending (Payment) | A payment is outstanding and requires action. | Prompt the boater to open Billing, go to the Action Required tab, and pay online or contact you to settle at the marina. |
| Paid (Payment) | The payment has been completed successfully. | No further action needed. |
| Failed (Payment) | An online payment attempt did not complete. | Ask the boater to go to Billing, find the payment, and use the Retry Payment button. |
| Cancelled (Payment) | The payment has been cancelled. | Check with the boater whether a new payment needs to be arranged. |
| Draft (Contract) | The contract has been created by the marina but is not yet ready for the boater. | No action needed from the boater. Marina staff must complete and prepare the contract first. |
| Prepared (Contract) | The contract is ready and is waiting for marina staff to submit it for customer review. | No action needed from the boater. Marina staff will submit it for review when ready. |
| Pending Review (Contract) | The contract has been sent to the boater and is waiting for their electronic signature. | Ask the boater to log in and select Sign Contract from the Home screen. |
| Active (Contract) | The contract has been signed and is currently in effect. | No action needed unless a change or early termination is required. |
| Expired (Contract) | The contract has reached its natural end date. | Follow up with the boater to renew or create a new contract if they are staying. |
| Terminated (Contract) | The contract was ended before its natural expiry date. | Check the reason for termination and follow up with the boater as needed. |