✓

Pre-Boarding Overview

8
Departures Next 7 Days
🚢
3
Urgent Actions Required
⚠️
24
Reminders Sent Today
✉️
92%
Documents Complete
📄

Action Items Today

Sarah Mitchell - YCHT-2025-789

Greek Islands Explorer • Departs June 15, 2025
⏰ 12 days
✓ Passport Copy
✓ Liability Waiver
⏳ Travel Insurance
✓ Payment Complete
✓
7-Day Reminder
Sent June 8
3
3-Day Reminder
Scheduled June 12
1
1-Day Reminder
Scheduled June 14

Michael Johnson - YCHT-2025-801

Croatian Coast Adventure • Departs June 8, 2025
🔴 5 days
✓ Passport Copy
⏳ Liability Waiver
⏳ Travel Insurance
⚠️ Balance Due: €2,500
✓
7-Day Reminder
Sent June 1
✓
3-Day Reminder
Due Today
1
1-Day Reminder
Scheduled June 7

Upcoming Departures (Next 14 Days)

Detailed Departure Schedule

Elena Rodriguez - YCHT-2025-795

French Riviera Experience • Departs June 6, 2025 • M/Y Azure Dream
🔴 3 days
Guest Information
📧 elena.rodriguez@email.com
📱 +34 612 345 678
👥 4 Guests Total
✈️ Arrival: Nice Airport, 14:30
Completion Status
100%
All Set!
✓ All Documents
✓ Payment Complete
✓ Transfer Arranged
✓ All Reminders Sent

Communication History

Recent Communications

💬
WhatsApp Follow-up - Michael Johnson
5 hours ago
Guest responded to reminder. Confirmed he will upload missing documents by tomorrow and settle remaining balance today.
⚙️
Document Upload - Elena Rodriguez
Yesterday, 3:22 PM
Travel insurance document uploaded successfully. All pre-boarding requirements now complete. Confirmation email sent automatically.

Automation Settings

⚙️ Reminder Automation Status

Active & Running
Last run: Today at 6:00 AM • Next run: Tomorrow at 6:00 AM
📅 Reminder Schedule
7 Days Before Complete trip details, forms checklist, travel instructions
3 Days Before Missing documents follow-up, pickup details, weather forecast
1 Day Before Final confirmation, crew contacts, emergency procedures
📋 Document Requirements Tracking
✓ Passport copies (valid 6+ months)
✓ Signed liability waiver (digital signature)
✓ Travel insurance proof (minimum coverage: €100,000)
✓ Payment confirmation (100% before 7 days)
🔄 Workflow Triggers
Daily Cron Job: 6:00 AM UTC - Check all bookings
Document Upload: Instant notification to ops team
Payment Received: Auto-update checklist, send confirmation
Manual Override: Ops team can trigger reminders anytime

📧 Message Templates

7-Day Reminder Template
Personalized greeting, complete itinerary, checklist of requirements, packing suggestions, contact information
3-Day Reminder Template
Missing documents alert, transfer pickup details, weather forecast, last-minute add-ons
1-Day Reminder Template
Final confirmation, captain introduction, emergency contacts, boarding time and location