The module marina office staff and dock staff use to manage every berth request and reservation from the first inquiry through departure.
This module handles the full lifecycle of every request to stay at your marina. Boaters submit requests, you review them, assign berths, collect payment, and track arrivals and departures. Office staff and dock staff use it every day to keep the marina running and boaters informed.
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Request vs Booking — what's the difference?
📝 A Request is a boater inquiry that needs to be reviewed and approved by the marina. Requests live under the Requests list and can be Pending, Waitlisted, Confirmed, or Declined. Think of it as the application stage.
⚓ A Booking is a fully confirmed, reserved berth. It appears under the Bookings list once a Request has been moved to Reserved — or immediately, if it was created directly as a booking (see Create Booking in Key Features). Think of it as the active reservation stage.
In short: most bookings start as a request, but a booking can also be created directly in Reserved status, skipping the request stage.
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| Screen / Area | What you use it for | Typical daily tasks |
|---|---|---|
| Requests List Screen | You use this screen to see all incoming requests grouped by the status tabs at the top. The tabs are All, Pending, Waitlisted, Confirmed, and Declined. | Check the Pending and Waitlisted tabs first thing each morning. |
| Bookings List Screen | You use this screen to see all Reserved and Cancelled bookings. The tabs are All, Reserved, and Cancelled. | Scan upcoming arrivals and export a list for the day. |
| Filters Panel | You use the filters to narrow either list by customer language, customer kind, checked-in status, activated status, boat size, channel, dates, or renewal status. | Filter by Arrival date to see today's expected arrivals. |
| Search Bar | You use the search bar to find a specific request or booking by customer name, boat, or reference number. | Look up a boater who called in to check their status. |
| Request Details Screen | You use this screen to review all details for a single request, take status actions, and assign a berth. | Confirm a request, assign a berth, and send a payment request. |
| Booking Details Screen | You use this screen to view the full record of a Reserved booking and manage charges and dates. | Edit the booking channel, expected or actual arrival/departure time, open billing, and add a charge. |
| Current Berth Allocation Panel | You use this panel to see which berth is assigned and to reassign it if needed. | Move a boater to a different berth when they arrive. |
| Requested Utilities & Services Panel | You use this panel to see services requested by the boater and to accept, reject, or charge them. | Accept a shore power request and add the charge. |
| Internal Notes Panel | You use this panel to add private staff notes that boaters cannot see. | Record docking preferences, payment reminders, or staff instructions. |
| Customer Onboarding Progress Panel | You use this panel to track whether the boater has been invited, checked in, and has documents on file. | Prompt staff to send an invite or mark a customer as checked in. |
| Feature | What it does |
|---|---|
| "All" tab (Requests) | Found on the Requests List Screen. Shows all requests regardless of status. This is the default view when the Requests screen opens. |
| "All" tab (Bookings) | Found on the Bookings List Screen. Shows all bookings regardless of status. This is the default view when the Bookings screen opens. |
| Create Request (Requests only) | Found on the Requests List Screen. Manually logs a new booking request received by phone, email, or in person. |
| Create Booking (Bookings only) | Found on the Bookings List Screen. Creates a new booking directly in Reserved status, without going through the Request stage. |
| Confirm Booking (Requests only) | Found on the Request Details Screen. Moves a Pending or Waitlisted request to Confirmed and optionally notifies the boater by email. |
| Waitlist Request (Requests only) | Found on the Request Details Screen. Moves a Pending request to Waitlisted and optionally notifies the boater they are on the waitlist. |
| Reserve Booking (Requests only) | Found on the Request Details Screen. Moves a Confirmed request to Reserved, meaning the booking is fully confirmed. |
| Decline Request (Requests only) | Found on the Request Details Screen. Rejects a request and optionally sends the boater a decline notification by email. |
| Reactivate Request (Requests only) | Found on the Request Details Screen. Returns a Declined request to Pending so it can be reviewed again. |
| Revert to Pending (Requests only) | Found on the Request Details Screen. Moves a Waitlisted request back to Pending. |
| Request Payment | Found on both the Request Details Screen and the Booking Details Screen. Sends a payment request to the boater for the current booking. |
| Request Payment to Confirm (Requests only) | Found on the Request Details Screen. Sends a payment request with the intent to confirm the booking once payment is received. |
| Add Charge | Found on both the Request Details Screen and the Booking Details Screen. Adds a charge to the booking outside of the standard payment flow. |
| Uninvoiced Items | Found on both the Request Details Screen and the Booking Details Screen. Shows all charges on the booking that have not yet been included on an invoice. |
| Billing Overview | Found on both the Request Details Screen and the Booking Details Screen. Opens the full billing history linked to this booking. |
| Change (Change berth) | Reassigns the booking to a different berth. The button label reads "Change"; the modal that opens is titled "Change berth". |
| Accept / Reject | Approves or declines individual service requests made by the boater. The dropdown shows two separate actions: "Accept" and "Reject". |
| Add Charge (from amenity accept flow) | Creates a charge for an accepted service. When you click "Accept" on a requested service, the modal that opens includes an "Add Charge" option. |
| Internal Notes | Saves private staff notes that boaters cannot see. |
| Opens a direct message to the customer from the booking or request details screen. | |
| Export | Downloads the current list as XLSX, CSV, or XML. |
| Booking Channel | Records how the inquiry arrived: walk-in, radio, email, phone call, text message, agent, or other. |
| Renewal Status (Bookings only) | Marks the renewal outcome of a booking as Open, Renewed, or Closed / Not Interested. |
<aside> 🔄
How a request moves from Pending to Reserved
Pending is a new booking request that has not yet been processed by the marina. It sits in the Requests list waiting for staff to review it.
Confirmed means the marina has accepted the request and sent a price proposal to the boater. As soon as you use Request Payment to send a payment request through Metarina, the status changes to Confirmed automatically. You can also confirm it manually by selecting Confirm from the action dropdown at the top right of the request.
Reserved means the booking is fully complete. The status moves to Reserved in two ways: you can mark it manually (select Reserve from the same dropdown after confirming), or it changes automatically when you record a payment against the payment request you sent. That payment signals that the boater has accepted the price proposal and paid, so the booking is treated as complete. Only Reserved bookings appear in the Bookings index and everything before that lives under Requests.
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