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Boat Tours & Charters

Blue Horizon Charters on EquipDash

Whale watching, sunset cruises, sportfishing and private charters on two boats, with captains, the Coast Guard manifest and weather calls handled in one place.

Monterey, CA 16 min Experiences POS Dash AI AI Front Desk Mobile App

Inside the business

How Blue Horizon Charters runs on EquipDash

Seats tied to the boat, a captain on every departure, the Coast Guard manifest and the weather rules.

Your booking
Whale cruise, Saturday 10:00 AM
Passengers4
Emergency contactsAdded
WaiverSigned
DepositHeld
One of us gets seasick. Which trip is best?
The bay tour stays in calmer water, and Saturday at 1:00 PM has seats.
Pay deposit

Booking a seat on the boat

A whale cruise with a contact for every passenger, and a calmer trip for a seasick guest.

Two Boats, Six Trips
The dock, on the phone at Blue Horizon Charters, in the EquipDash phone app

The dock, on the phone

Passengers checked on as they board, and a missing waiver signed from a link.

Away from the Desk
Saturday on the boat
Each trip waits for the boat
8:00 AMFishing trip
10:00 AMWhale cruise, 3 seats
1:00 PMBay tour
5:30 PMSunset cruise

One boat, one trip at a time

Every trip shares the boat, and each departure needs a free captain before it sells.

Two Boats, Six Trips On the Wharf
Blue Horizon Charters
Coast Guard manifest

Every passenger with a waiver and an emergency contact before the boat leaves.

Checked by DashReady to print
Whale cruise · 10:00 AM12 of 12 on board

Captains and the manifest

Licenses dated on every captain, and the Coast Guard manifest ready before boarding.

On the Wharf
Small-craft advisory
Fishing trip, Saturday
Moved to Sunday
Forecast read
Trip moved
Anglers emailed
Same seats on SundayAdvisory

Inspections and weather

Inspection dates that stop sales when they lapse, and trips moved for a small-craft advisory.

On the Wharf Weather & Jobs
Sailings under half full
3
This month
Whale
Sunset
Bay
Fishing

The jobs Dash takes, and the numbers

The phone answered, balances chased, reviews sent, and the sailings that ran under half full.

On the Wharf Weather & Jobs Away from the Desk After the Trip Two Boats, Six Trips

Questions about your own setup? Book a live demo with our team.

Step by step

What Blue Horizon Charters does in EquipDash

From the booking page to the reviews after the trip.

01

Two Boats, Six Trips

  1. The booking page

    A whale cruise booked from its page. Seats left on every time, a date of birth and emergency contact for each passenger, the waiver signed in checkout, and a deposit to hold the seats.

  2. Asking which trip to book

    A family with a seasick passenger asks Dash on the booking page. It suggests the calmer bay tour, and they pick the time and go to checkout from the chat.

  3. Setting up a trip on a boat

    The whale cruise, sunset cruise, bay tour and private charter all point at the same boat, so only one is on the water at a time. Every departure also needs a free captain before it sells.

  4. One boat, one trip at a time

    Saturday on the calendar, each trip waiting for the boat to come back in. At the counter, the fishing trip says why it will not sell, because both captains are already out.

  5. A private charter request

    A birthday party asks for the whole boat. The card is saved, not charged, until the owner checks the boat and a captain with Dash and approves it.

  6. Selling on GetYourGuide and Viator

    Every active trip listed on both marketplaces at the prices already set, selling from the same seats as the booking page.

02

On the Wharf

  1. The morning brief

    Departures with no captain, unpaid bookings, insurance coming due and crew cards to renew, each with the button that deals with it.

  2. The week on the calendar

    Every departure colored by how full it is, the private charter holding Friday, and a closed day for the haul-out. Ask who's captaining this weekend and Dash lays it out.

  3. Captains, their licenses, and the roster

    Every license and card with its date, an expired one flagged before you open anyone. Approve a captain's day off, publish the week's shifts, and ask who can take her sunset cruise.

  4. The Coast Guard manifest

    Dash checks tomorrow's boat for missing waivers and emergency contacts, passengers get checked on as they board, and the captain gets the manifest ready to print.

  5. Inspection and insurance dates

    Each boat carries its inspection and insurance dates, and if either runs out that boat's trips stop selling. Put the renewed date in and the warning clears.

03

Weather & Jobs

  1. Cancelling for weather

    A small-craft advisory rule on every trip, with Dash reading the forecast each day. Move a whole fishing departure to Sunday and every angler gets an email with the new time.

  2. Setting up a bot

    The night-before text to tomorrow's passengers, described in one sentence. Dash builds it, tests it against tomorrow's real list, and nothing goes out without the owner's okay.

  3. Asking on the page I'm on

    Who on tomorrow's trips still owes a balance? Dash lists them, gets a pay link ready for each, and sends when the owner approves.

04

Away from the Desk

  1. Answering the phone

    Dash answers while the owner is on the water, holds seats on the sunset cruise and texts a link to pay. A refund request it leaves for the owner, because that is the policy.

  2. The mobile app on the dock

    Today's departures on a phone, passengers checked on as they board, and a missing waiver signed on the dock from a link.

05

After the Trip

  1. Post-trip reviews

    Everyone on the booking gets asked about the captain, the crew and the boat. Happy passengers go to Google, TripAdvisor and Yelp, and an unhappy one comes to the owner first.

  2. Reports, or just ask

    Sales and bookings for the month, cruises against fishing, then a question the report does not answer: which sailings ran under half full?

Everything above is standard EquipDash: the booking page, seats tied to the boat, captains on every departure, the Coast Guard manifest, the weather rules and the phone that answers itself, set up for your boats instead of Blue Horizon.

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GENERAL
Dashboard
AI Assistant
OPERATIONS
POS
Calendar
Bookings
SERVICES
Rentals
Experiences
Store
MANAGEMENT
Customers
Dashboard
Search... + New booking
Rentals 5 Experiences 6 Store 3
Performance snapshot Showing performance for last 7 days
Sales $2,884 +100%
Booking in period 5 +100%
Bookings received 19 +100%
Upcoming pick ups Late pick ups (1)
Booking #CustomerPick up time
123Lauren Walker2 reserved07:00 PM, Feb-17
120Andrew Clark2 reserved07:00 PM, Feb-22
121Nicole Lewis1 reserved07:00 PM, Feb-26
Next returns Late returns (3)
Booking #CustomerReturn time
116Daniel Thomas1 picked up07:00 PM, Feb-17
119Stephanie Harris1 picked up07:00 PM, Feb-16
117Ashley Jackson1 picked up07:00 PM, Feb-19
Performance snapshot Showing performance for last 7 days
Sales $4,120 +42%
Booking in period 6 +50%
Bookings received 24 +33%
Upcoming bookings Late bookings (0)
Booking #Activity NameStart time
130Sunset Kayak Tour4 confirmed09:00 AM, Feb-18
132Reef Snorkel Trip2 confirmed10:30 AM, Feb-20
135Mountain Hike6 confirmed08:00 AM, Feb-22
Active bookings Live (1)
Booking #Activity NameEnd time
128Whale Watch Cruise4 completed05:00 PM, Feb-17
129Zipline Adventure2 completed04:00 PM, Feb-18
131Cave Explore Tour3 completed06:00 PM, Feb-19
Performance snapshot Showing performance for today
Store revenue $892 +28%
Products sold 3 +200%
Orders 8 +60%
Recent orders
Order #CustomerOrder time
140Ryan Torres2 items02:15 PM, Feb-17
142Amanda Li1 item11:30 AM, Feb-18
143Chris Evans3 items09:45 AM, Feb-19
Low stock products
ProductSKUStock
Sunscreen SPF50SUN-050Low3 left
Dry Bag 10LDRY-010Low2 left
GoPro MountGPR-101Low1 left