How to Create Customized Word Template document

To make your work faster and easier you can upload your own personalized documents

into Booking Manager, and it will automatically be filled with the data from your account.

Documents you can upload:

First payment reminder
Second payment reminder
Invoice
Boarding pass
Payment slip
Payment confirmation
Offer
Booking Confirmation
Master Invoice
Charter Contract
Skipper's resume

How to Choose Codes for your Personalized Document

You can choose the codes which can be merged from Booking Manager to your template.

The template needs to be in .docx format, so create it in Word.

Open Booking Manager application to copy codes

Go to Preferences > Message

Select for example E mail boarding pass
On the right side, you will be available template fields Client, Common, Contract, Guest, Owner, Reservation, Skipper, Yacht, Yachtmodel.
Select Guest to see the codes

After you've selected Guest, all possible codes about the Guest which could be merged will appear

Select the code you want to merge
Drag and drop it into the text field
Select Apply and Copy it so you could paste it on your personalized document

You can also check all available codes

How to add Codes to your personalized Document

Create a document in Word, for example with the name of the guest, address, info about your company, marina description, location or general conditions...etc..

On the place where you want to be merged field