Client Setup

Let's get your booking agent live

Fill this out and we'll build your agent from it. Takes about 10 minutes — have your pricing and policies handy. After you submit, we'll set up a quick call to connect your calendar and WhatsApp.

1. Business basics

The essentials about your company.

2. Manager handoff

When the agent hands a customer to your manager (a special request, a large group, or a question about an existing booking), should it share your manager's phone number, or just say the manager will reach out?

3. Booking settings

How your charters run.

4. Your fleet

One block per boat. Fill only the durations you offer. Use the "Add another boat" button for more.

Boat 1

DurationWeekdayWeekend
2 hrs
3 hrs
4 hrs
5 hrs
6 hrs
8 hrs

5. Policies

One sentence each is plenty — the agent handles the wording. Leave any blank that don't apply.

6. Voice & tone (optional)

Helps the agent sound like you.