Where marina staff review incoming moorage requests and move them through to confirmed or reserved bookings.
When a boater submits a stay request, it lands in this module. You can see every pending, waitlisted, confirmed, and declined request in one list. From here you confirm, waitlist, decline, or reserve each request, request payment, and add internal notes before the booking moves into the live Bookings log.
| Screen / Area | What you use it for | Typical daily tasks |
|---|---|---|
| Requests List | You use this screen to see every incoming request across all statuses. | Check the full list each morning to see what needs action today. |
| All Tab | You use this tab to see every request regardless of status in a single list. | Get an overview of all open and closed requests at once. |
| Pending Tab | You use this tab to see only requests waiting for your review. A count badge shows how many are pending. | Work through new requests that need to be confirmed, waitlisted, or declined. |
| Waitlisted Tab | You use this tab to see requests you have placed on the waiting list. A count badge shows the total. | Follow up with waitlisted boaters when a berth becomes available. |
| Confirmed Tab | You use this tab to see requests you have confirmed but not yet moved to reserved. A count badge shows the total. | Identify confirmed requests still awaiting payment or berth allocation. |
| Declined Tab | You use this tab to see requests you have declined. | Review declined requests or reactivate one that was declined in error. |
| Filters Panel | You use this panel to narrow the list by customer language, customer kind, check-in status, boat kind, boat length, creation date, channel, arrival and departure dates, and renewal status. | Find all requests arriving in a specific week or from a particular channel. |
| Request Detail Page | You use this page to review the full details of a single request and take action on it. | Confirm a pending request, add an internal note, or request payment. |
| Reservation Details Panel | You use this panel on the detail page to see check-in, check-out, booking origin, renewal status, and the current status badge. | Verify dates and booking source before confirming. |
| Current Berth Allocation Panel | You use this panel to see the berth availability timeline for this request and allocate or view a berth. | Allocate a berth before confirming, or open the calendar to check surrounding availability. |
| Requested Utilities & Services Panel | You use this panel to see any services the boater requested with their stay, such as electricity or water. | Review and action each requested amenity before confirming the booking. |
| Boat Details Panel | You use this panel to review the boat's name, type, length, beam, draft, and current docking status. | Check that the boat fits the berth before confirming. |
| Boater Information Panel | You use this panel to see the boater's name, customer kind, account status, data sync status, and a Customer Onboarding Progress checklist showing whether the boater has activated their account, turned on data sync, added documents, and been checked in. | Spot an incomplete onboarding step and take action before the boater arrives. |
| Internal Notes Panel | You use this panel to write and save staff-only notes on the request. | Record a phone conversation or special instruction before handing over to a colleague. |
| Feature | What it does |
|---|---|
| All Tab | Shows every request in the list regardless of status. |
| Pending Tab | Filters the list to show only requests awaiting review, with a live count badge. |
| Waitlisted Tab | Filters the list to show only waitlisted requests, with a live count badge. |
| Confirmed Tab | Filters the list to show only confirmed requests, with a live count badge. |
| Declined Tab | Filters the list to show only declined requests. |
| Search | Finds requests by customer name, boat name, or other identifiers. |
| Created | Sorts the list by the date the request was submitted. |
| Arrival | Sorts the list by the requested arrival date. |
| Departure | Sorts the list by the requested departure date. |
| Filters | Opens the filter panel to narrow the list by customer language, customer kind, checked-in status, activated status, boat kind, boat length, creation date, channel, arrival and departure date range, and renewal status. |
| Clear all | Resets all active filters and returns the list to its unfiltered state. |
| Create Request | Opens the new booking form so staff can create a request on behalf of a boater. Requires the bookings create permission. |
| Export Requests | Downloads the current filtered list in your chosen format. Only available to users with the data management export permission. |
| Download as .xlsx | Exports the request list as an Excel file. |
| Download as .csv | Exports the request list as a CSV file. |
| Download as .xml | Exports the request list as an XML file. |
| Confirm Booking | Changes the request status to confirmed without requiring payment first. You can optionally notify the boater by email. |
| Waitlist Request | Moves the request to the waiting list. You can optionally notify the boater by email. |
| Revert to Pending | Moves a waitlisted request back to pending status. |
| Decline Request | Declines the request. You can optionally notify the boater by email. |
| Reactivate Request | Moves a declined request back to pending so it can be reviewed again. |
| Reserve Booking | Moves a confirmed request to reserved status. You can optionally notify the boater by email. |
| Request Payment to Confirm | Opens the billing charges screen to request payment, which then confirms the booking on receipt. |
| Request Payment | Opens the billing charges screen to request payment for an already confirmed request. |
| Add Charge | Opens the charges screen to add a manual charge to the boater's billing account. |
| Uninvoiced Items | Shows charges on the account that have not yet been invoiced. |
| Billing Overview | Opens the full billing charges view for this boater's account in context of this request. |
| Edit | Opens the booking edit form to update dates, berth, or other reservation details. |
| View on calendar | Opens the occupancy timeline calendar positioned at this booking's dates so you can check surrounding availability. |
| Allocate berth | Opens the berth allocation flow to assign a berth to this request. Only available to users with the berths allocate permission. |
| Requested Utilities & Services | Shows services the boater requested and their current status. Only visible to users with the bookings view amenities permission. |
| Accept | Marks a requested amenity as accepted. Requires the bookings manage amenities permission. |
| Reject | Marks a requested amenity as rejected. Requires the bookings manage amenities permission. |
| Pending | Moves an accepted or rejected amenity back to pending for approval. Requires the bookings manage amenities permission. |
| Opens your email client to send a message to the boater directly from the request page. Only available when the customer has a valid email address on file and the user has the customers manage_access permission. | |
| View [Name]'s Profile | Opens the full customer record for the boater associated with this request. |
| Customer Onboarding Progress | Shows a four-step checklist tracking whether the boater has activated their account, turned on data sync, added documents, and been checked in. Each incomplete step is a clickable link to the relevant customer profile tab. |
| Save | Saves the internal staff note on the request. Notes are not visible to the boater. |
| Status / Badge | Meaning | What you should do next |
|---|---|---|
| pending (yellow badge) | The request has been received and is waiting for staff to review it. | Open the request and confirm, waitlist, or decline it. |
| Waitlisted (yellow badge) | The request is on the waiting list, usually because no berth is available. | Monitor availability and confirm the request when a berth opens up. |
| confirmed (green badge) | The request has been confirmed by staff but payment has not yet been received or the booking has not been reserved. | Request payment or move the booking to reserved when ready. |
| reserved (green badge) | The booking has been fully reserved. It will appear in the Bookings module rather than the Requests list. | No further action needed in Requests; track the booking in Bookings. |
| declined (red badge) | The request has been declined. | Reactivate the request if the decline was made in error. |
| cancelled (red badge) | The booking was cancelled after being accepted. You may occasionally see this badge on a row in the All tab, but clicking into it takes you to the Bookings module instead of a Requests detail page, cancelled bookings are managed there. | Review whether any charges or refunds need to be processed, from the Bookings module. |
| Renewed (orange badge) | The renewal outcome has been marked as successfully renewed. This field isn't restricted to reserved bookings, so you may occasionally see it on a pending, waitlisted, confirmed, or declined request too (most often from imported data), even though renewal follow-up is really a long-stay concept. | No action required unless follow-up is needed. |
| Closed (gray badge) | The renewal follow-up has been marked as closed without renewing. Same note as above, this can appear on a request that hasn't reached reserved yet. | No action required unless the boater contacts you again. |
| Pending for approval (amenity badge) | A service the boater requested has not yet been accepted or rejected by staff. | Open the Requested Utilities & Services panel and accept or reject the amenity. |
| Accepted (amenity badge) | A requested service has been accepted by staff. | Add a charge for the amenity if appropriate. |
| Rejected (amenity badge) | A requested service has been declined by staff. | No further action needed unless the boater contacts you to discuss alternatives. |
| Docked (boat badge) | The boat is currently docked at the marina. | No action needed. |
| Away (boat badge) | The boat is currently away from the marina. | Note this when reviewing the request if the boat's return timing is relevant to the stay. |