Slip Reservations

Reservations track the full lifecycle of a marina tenant -- from initial booking through active occupancy and eventual departure. Each reservation ties a customer to a slip for a defined period with a configurable billing cycle.

Reservations list

The main reservations page displays all reservations for the selected location in a data grid with the following columns:

Creating a reservation

There are two ways to create a reservation:

From the admin panel

1. Click Create Reservation in the header. This opens the public slip booking page in a new tab, pre-filtered to your location.
2. Select a slip, set dates, enter customer and vessel information, and complete the booking.

Add Client (quick create)

1. Click Add Client to open the quick-create modal.
2. Enter customer information, select a slip, set billing details.
3. The system creates both the customer record and reservation in one step.

Reservation statuses

Status transitions

The status can be advanced through the status chip on each row. Available transitions depend on the current status:

Click the status chip on any row to see and select available transitions.

Payment statuses

Billing cycles

Reservations support the following billing frequencies:

• Hourly
• Daily
• Weekly
• Monthly
• Seasonal
• Annual

The billing cycle determines when recurring charges are generated and how the total is calculated.

Filtering and search

The filter bar provides multiple ways to narrow down reservations:

• Search -- By reservation number or vessel name.
• Status -- Select from Pending, Confirmed, Active, Completed, or Cancelled.
• Payment -- Filter by payment status (Pending, Partial, Paid, Overdue, Refunded).
• Billing -- Filter by billing cycle.
• Date range -- Set a "Start From" and "Start To" date to filter by reservation start date.
• Clear Filters -- Resets all filters at once.

Stats cards

Above the filters, clickable stats cards show the count of reservations by status (Pending, Confirmed, Active, Completed, Cancelled). Click a card to toggle that status filter on or off.

Reservation detail page

Click any reservation row to navigate to the full detail page. The detail page is a two-column layout with:

Left column

• Hero card -- Status, reservation number, slip/unit info, dates, and quick-action buttons
• Reservation details -- Customer info, vessel details, billing cycle, and rates
• Billing -- Itemized breakdown of charges, taxes, surcharges, and utility charges
• Payment summary -- Amount due, amount paid, outstanding balance
• Payment history -- Complete list of all payments and refunds
• Ledger -- Full accounting ledger for the reservation

Right column

• Timeline -- Chronological status history with timestamps
• Contract -- Contract status and signing details
• Notes -- Internal staff notes
• Messages -- Message thread with the customer
• Guest access -- Guest passes associated with this reservation

Available actions from the detail page

• Confirm / Check In / Check Out -- Advance the reservation status
• Send Bill -- Generate and email an invoice to the customer
• Cancel -- Cancel with a reason (opens cancel dialog)
• Manage Billing -- Adjust rates, surcharges, and billing details
• Process Payment -- Record or process a payment
• Add Card -- Save a payment method to the reservation
• Issue Refund -- Process a full or partial refund
• Transfer -- Move the reservation to a different slip
• Edit Customer -- Update customer contact information
• Delete -- Permanently remove the reservation (admin only)