The central configuration area for managing your marina's public profile, staff accounts, berths, pricing, invoices, and communication settings.
Marina Settings is where you configure how your marina operates in Metarina. You can update your public marina profile, set berth and service pricing, manage staff accounts and permission roles, control what appears on every invoice, and customize automated emails sent to boaters. Most settings here are configured once and updated only when your marina's details change.
| Screen / Area | What you use it for | Typical daily tasks |
|---|---|---|
| My Marina > About tab | You use this tab to edit your marina's public-facing information including name, address, office hours, contact details, vessel size limits, time zone, number of berths, VHF channel, and marina description. | Update office hours or the booking email when they change. |
| My Marina > Booking Terms tab | You use this tab to set the maximum vessel dimensions and ideal check-in/check-out times, and to manage your marina's terms and conditions text. These vessel size and time fields are the same underlying values shown on the About tab, not a separate set, editing one updates the other. | Paste updated terms and conditions when your policy changes. |
| User Profile > Profile tab | You use this tab to edit your own name, phone number, and display language, and your personal measurement unit preference if you have permission to change it. Your email address is read-only here. | Update your phone number or switch your personal display language. |
| User Profile > Security tab | You use this tab to change your own password and manage two-factor authentication (2FA) for your account, including enabling 2FA, scanning the QR code, confirming setup, viewing and regenerating backup codes, and disabling 2FA. | Enable two-factor authentication on your account or regenerate your backup codes. |
| Marina Settings > Berths tab | You use this tab to view all berths in the marina, search them, edit individual berth details, and set the berth tax rate. | Check berth details before editing a price or update the tax rate. |
| Marina Settings > Utilities tab | You use this tab to view enabled utilities at your marina and add new utilities from the predefined list. | Add a utility such as electricity when the marina starts offering it. |
| Marina Settings > Services tab | You use this tab to view enabled services at your marina and add new services from the predefined list. | Add a service such as fueling to the marina's profile. |
| Marina Settings > Pricing tab | You use this tab to review your pricing seasons and access your pricing strategy configuration. | Confirm which pricing seasons are active before quoting a boater. |
| Marina Settings > Invoicing tab | You use this tab to manage your legal business name, address, tax details, payment terms, invoice footer, quote settings, and logo. | Upload an updated company logo or change the number of payment due days. |
| Marina Settings > Price Modifiers tab | You use this tab to view all reusable surcharges and discounts, create new ones, and activate or deactivate existing ones. | Deactivate a seasonal surcharge at the end of peak season. |
| Marina Settings > New Price Modifier screen | You use this screen to create a new pricing rule by setting its name, type, behavior, and value. | Create a peak season surcharge of 10% before summer begins. |
| Marina Settings > Edit Price Modifier screen | You use this screen to update the details of an existing pricing rule. | Adjust the value of a fixed discount after a rate review. |
| Marina Settings > Outbound Documents > Active tab | You use this tab to view, upload, edit, and manage PDF documents that can be sent to customers. | Upload an updated marina welcome guide or payment policy. |
| Marina Settings > Outbound Documents > Archived tab | You use this tab to view documents that have been archived and restore them if needed. | Restore a document that was archived by mistake. |
| Marina Settings > Employees tab | You use this tab to view, search, filter, and manage all marina staff accounts. | Add a new staff member or check an employee's access status. |
| Marina Settings > Employee Detail | You use this screen to view a staff member's full profile and take actions such as edit, archive, terminate, or change access. | Deactivate access for a staff member who has left the marina. |
| Marina Settings > Roles tab | You use this tab to view, create, edit, and delete permission roles that control what staff can do in Metarina. | Create a new Dock Staff role with limited permissions. |
| Marina Settings > Communication > Email Templates tab | You use this tab to see all automated boater email templates and whether each has been customized. | Check whether the invoice email template uses your custom message or the default. |
| Marina Settings > Communication > Email Template Edit / View | You use this screen to preview an email template and edit its subject line, opening message, and closing message. | Update the opening message on the booking confirmation email. |
| Marina Settings > Communication > Preferences tab | You use this tab to enable or disable automatic booking status changes including auto waitlist and auto decline. | Turn on Auto Decline Expired Bookings to keep the booking queue clean. |
| Marina Settings > Data Imports tab | You use these screens to bulk import customers, boats, bookings, contracts, berth maps, berth pricing, and marinas from CSV or file uploads. The Import Marinas tab is only visible when the feature is enabled for your account. | Import a spreadsheet of existing customers when migrating to Metarina. |
| Marina Settings > Contracts > Contract Documents tab | You use this tab to upload and manage reusable PDF contract documents that can be attached to agreements. | Upload an updated Marina Rules PDF for use on new contracts. |
| Feature | What it does |
|---|---|
| Marina Name | Stores your marina's public display name. Editable on the About tab. |
| Street Address with number | Stores the marina's street address shown on the public profile. |
| VHF Channel | Records the marina's VHF radio channel for boater communication. |
| Office open from | Sets the start of the marina's office hours shown to boaters. |
| Office open to | Sets the end of the marina's office hours shown to boaters. |
| Earliest Check-in Time | Sets the earliest time a boater may check in. |
| Latest Check-out Time | Sets the latest time a boater may check out. |
| Company Website | Stores the marina's website URL on the public profile. |
| Booking Email | Stores the email address where booking enquiries from boaters are sent. |
| Number of berths | Records the total number of berths at the marina. |
| Description | Stores a short description of the marina displayed on the public profile. |
| Vessel size limits (Max. LOA / Max. Beam / Max. Draft) | Sets the largest vessel the marina can accommodate. Shown on the public profile. |
| Time zone | Sets the local time zone used for marina-specific time displays. |
| Default Measurement Unit | Sets the marina-wide default for whether measurements display in metric or imperial. This is separate from the personal Default Measurement Unit preference on the User Profile screen, which lets an individual staff member override it for their own account. |
| Save (About) | Saves changes to the About form. |
| Cancel (About) | Discards unsaved changes on the About form. |
| Booking Terms max LOA / Beam / Draft | Sets the maximum vessel dimensions accepted for bookings at this marina. This is the same value as Vessel size limits on the About tab, not a separate setting. |
| Earliest ideal check-in time | Sets the preferred earliest check-in time communicated to boaters. Same underlying value as Earliest Check-in Time on the About tab. |
| Latest ideal check-out time | Sets the preferred latest check-out time communicated to boaters. Same underlying value as Latest Check-out Time on the About tab. |
| Terms & Conditions | Stores the full terms and conditions text shown to boaters on bookings. |
| Save (Booking Terms) | Saves changes to the Booking Terms form. |
| Cancel (Booking Terms) | Discards unsaved changes on the Booking Terms form. |
| Personal Profile Fields | Updates your own name, phone number, and display language from the User Profile screen. Your email address is read-only there. |
| Personal Default Measurement Unit | Sets whether measurements display in metric or imperial for your own account only, overriding the marina-wide default. Only available to staff with the appropriate permission; otherwise the field is locked to the marina-wide setting. |
| Change Password | Updates your own account password from the Security tab of your User Profile. |
| Enable Two-Factor Authentication | Starts 2FA setup on your own account: scan the displayed QR code with an authenticator app and confirm a code to turn it on. |
| Backup Codes | Displays one-time backup codes generated when you enable or regenerate 2FA, for use if you lose access to your authenticator app. |
| Regenerate Backup Codes | Generates a new set of backup codes for your account and invalidates the previous set. |
| Disable Two-Factor Authentication | Turns off 2FA for your own account after you verify a current code. |
| Search (berths) | Filters the berth list by pontoon, zone, or berth identifier. |
| Edit (berth) | Opens the individual berth record to update details such as LOA or listed status. |
| Berths tax rate | Sets the tax percentage applied to all berth stay charges. |
| Add (utility) | Adds a utility from Metarina's shared predefined catalog to the marina's profile. Enabling a utility here is what makes it available to attach to individual berths. |
| Add (service) | Adds a service from Metarina's shared predefined catalog to the marina's profile. |
| Pricing Seasons | Displays the configured seasonal date ranges that repeat annually. Contact Metarina support to change seasons. |
| Boat Length (LOA) Pricing | Opens the LOA pricing configuration where rates are set by boat length. |
| Berth Specific Pricing | Opens the berth-by-berth pricing configuration for location or amenity premiums. |
| Legal Business Name | Stores your company's legal name printed on all invoices. |
| Invoice Email | Stores the email address used as the sender address on invoices. |
| Address Information | Stores your marina's street name, number, city, postal code, country, and province for invoices. |
| Tax Information (VAT Number / Fiscal ID / E-Invoicing ID) | Stores tax identifiers required for invoice compliance in your country. |
| Payment Due Days | Sets the default number of days after the issue date that invoice payment is due. |
| Invoice Number Prefix | Displays the read-only prefix applied to all invoice numbers. Contact Metarina support to change it. |
| Invoice Footer | Stores text that appears at the bottom of every invoice PDF. |
| Quote Configuration | Displays the read-only Quote Number Prefix and starting number and lets you edit the Quote Footer Text. |
| Credit Note Configuration | Displays the read-only Credit Note Number Prefix and lets you edit the Credit Note Footer Text, alongside the invoice and quote settings. |
| Invoice Logo | Uploads, previews, downloads, or removes the logo shown on all invoice PDFs. |
| Save (Invoicing) | Saves all changes on the Invoicing tab. |
| Upload New Document | Uploads a PDF that can be sent to customers for review or signature. Each send creates its own record on the customer's Documents tab, see Customers for the e-signature status flow, currently limited to select marinas. |
| Edit (outbound document) | Updates the name, description, category, or file of an outbound document. |
| Archive (outbound document) | Hides a document from the active list while preserving its history. |
| Restore (outbound document) | Moves an archived outbound document back to the active list. |
| Delete (outbound document) | Permanently deletes an outbound document that has not been sent to any customers. |
| Create Employee | Opens the new employee form to create a staff account with name, email, type, status, and role. If the email you enter already belongs to an existing Metarina user, only staff with the appropriate permission can link that existing account instead of creating a duplicate. |
| Search (employees) | Filters the employee list by name, employee code, or email address. |
| Filters (employees) | Narrows the employee list by employee type, status, role, or archived status. |
| Edit (employee) | Opens the employee form to update personal details, role, or status. |
| View (employee) | Opens the employee detail screen showing full profile, access status, documents, and assignments. |
| Archive employee | Removes the employee from the active list while preserving their records. |
| Restore from archive | Moves an archived employee back to the active list. |
| Terminate employee | Marks the employee as terminated and immediately blocks their access. |
| Reinstate employee | Marks a terminated employee as active. Access remains blocked until explicitly reactivated. |
| Deactivate access | Prevents the staff member from signing in to Metarina. |
| Reactivate access | Restores sign-in access for a staff member whose access was blocked. |
| Send password reset | Sends a password reset email to the staff member's registered email address. |
| Reset Two-Factor (employee) | A Metarina Support action that disables an employee's two-factor authentication for account recovery, after a support reason is recorded. Not available to typical marina staff roles. |
| Create Role | Opens the new role form to define a name, description, and set of permissions. |
| Edit (role) | Updates the name, description, or permissions of an existing role. |
| Delete (role) | Permanently deletes a role, as long as it has no employees assigned and isn't one of Metarina's built-in system roles. |
| View (email template) | Opens a preview of the automated email template including Metarina's fixed content. |
| Edit (email template) | Opens the editor to update the subject line, opening message, and closing message of a template. |
| Reset to Default | Reverts a customized email template back to Metarina's built-in default content. |
| Auto Waitlist Bookings | Automatically moves pending bookings with a future start date to waitlisted status when enabled. |
| Auto Decline Expired Bookings | Automatically declines pending or waitlisted bookings whose start date has already passed when enabled. |
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