The journey board is a drag-and-drop Kanban view of your daily rental operations. Bookings move through customizable pipeline stages -- from "Booked" all the way to "Complete" -- giving your entire team a live picture of what is happening at every step.
Pipeline stages
Stages are driven by your location's pipeline configuration (set in Admin > Location Settings). The board reads the enabled stages and renders one column per stage. Common default stages include:
| Stage | Typical meaning |
|---|---|
| Booked | Reservation confirmed, customer has not yet arrived |
| Check In | Customer has arrived and is being processed |
| Rundown Ready | Pre-departure walkthrough is ready to begin |
| Rundown In Progress | Staff are performing the departure walkthrough |
| On Lake | Customer has departed and is actively on the water |
| Returned | Customer has come back and the asset is being received |
| Complete | Rental is fully closed out |
| Cancelled | Booking was cancelled |
| No Show | Customer did not arrive |
| Pre-auth Held | Payment pre-authorization is being held |
The terminal statuses (Complete, Cancelled, No Show, Pre-auth Held) are always present even if not explicitly configured in the pipeline.
Booking cards
Each card in a column displays:
| Element | Details |
|---|---|
| Customer avatar | Initials of the customer; VIP customers show a crown icon instead |
| Customer name | First and last name |
| Price chip | Total rental price displayed as a green chip (e.g. "$150") |
| Inventory name | Asset type or inventory name with a boat icon; shows quantity prefix (e.g. "2x Jet Ski") when more than one unit is booked |
| Assigned staff | Staff member name, shown to the right of the inventory line when assigned |
| Time range | Start and end time displayed in the booking's location timezone (e.g. "9:00 AM - 11:00 AM") |
| Status chip | Current pipeline stage label with color-coded background |
Cards are grouped when multiple line items share the same booking ID. Grouped bookings appear as a single expandable card showing all line items underneath.
Moving bookings between stages
Drag a card (or a grouped card) from one column and drop it into another to change its status. When you drop:
- The board validates stage requirements (configured per-stage in location settings).
- If validation warnings exist, an override dialog appears asking you to confirm.
- On confirmation, the status is updated via the API and the card moves to the new column.
Touch devices are fully supported -- the board uses a combined HTML5 and touch drag-and-drop backend for seamless operation on iPads and tablets.
View modes
Toggle between views using the icons in the header toolbar:
| View | Description |
|---|---|
| Board (default) | Kanban columns with drag-and-drop |
| Timeline | A chronological timeline view using MUI Timeline components |
Filtering and date navigation
- Date picker: Select a start and end date. By default the board shows today only.
- Date arrows: Step forward or back one day at a time using the arrow buttons, or jump to today with the "Today" button.
- Status filter: Filter to show only specific pipeline stages.
- Location selector: Switch between locations or view "All Locations" combined.
Filter selections are persisted to local storage so they survive page reloads.
Header bar
The header includes:
- Live clock showing the current time in the selected location's timezone.
- Filter toggle to expand or collapse the filter panel.
- Refresh happens automatically -- the board uses SWR with a 200-booking page size and re-fetches when filters change.
Clicking a card
Clicking (or tapping) any booking card navigates to the full booking detail page at /bookings/{rentalId}. Clicking a column header navigates to that stage's configured route.
The board auto-refreshes whenever you change filters. Color indicators on each column header show the stage color from your pipeline configuration, and a count chip displays the number of bookings in that stage. Use the location filter if you manage multiple sites.
Board appears empty -- Verify the correct date and location are selected. The default view shows today only.
Can't drag a card -- Check that your account has the boatBrigade_access permission. Cards in some terminal statuses may also have drag disabled.
Validation override dialog appears -- Your pipeline has stage requirements configured. Review the warnings and confirm to proceed, or cancel to keep the booking in its current stage.