Sail Play Dine

Fleet Portal

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Fleet Portal

Choose which CYA yachts appear on Sail Play Dine. Switch a yacht on and it's added to the site at the next sync; switch it off and it's hidden from the site (never deleted).

—yachts on the site
—waiting to sync
—yachts in the CYA fleet list
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Automatic sync
—last sync run

Yachts on the website

Quotes

A quote starts from a HubSpot deal. Pick the deal, check the trip, choose yachts from our copy of CYA, then create the quote. It opens as pages you can edit, and every PDF you make is kept as a fixed version. Nothing is written to HubSpot or sent until you review it and confirm. Quotes are for Sail Play Dine only.

Connecting to the quotes service…

Your signature on quotes

Every quote is signed by the person who makes it, with a @sailplaydine.com address.

1. The HubSpot deal

What we know about this client

Claude reads this deal and its client in HubSpot (deal and contact fields, notes, calls, meetings, emails and messages) and what you type here, and lists what matters for choosing yachts, each with where it comes from. Reading changes nothing in HubSpot. The quote's Personalize builds on it later.

2. The trip

Choose a deal first: the trip fills in from HubSpot. Changes here are for this quote until you save them to the deal with "Update the HubSpot deal".
Exact dates: a window exactly as long as the nights. Flexible: a wider window, such as a whole month: the search then finds every yacht with that many nights in a row free anywhere in it, and the quote says “Flexible” and shows each yacht's free dates.

3. The yachts

Loading the CYA copy…

Claude's shortlist

Claude picks up to 8 of the yachts your search found that suit this client and says why, from “What we know about this client”, your notes there and each yacht's CYA listing. Prices and free dates are the portal's own, as on the cards. Nothing is written anywhere.

Quotes

Yacht details: what syncs, and Claude's proposals

The box below sets what syncs for all yachts. Open a yacht to give it its own settings, compare its menu with CYA, and review Claude's proposed description, “Great for” tags, sleeping arrangements, pricing notes and special offer, written from CYA's details and notes. Nothing reaches the website until you adopt it and the yacht syncs.

Site-wide sync settings (default for every yacht)

Site-wide sync settings

What the sync updates from CYA for every yacht on the website. A yacht follows these settings unless you change its own tick boxes in Yacht details; it then keeps its own choice until you press “Use site-wide settings” on it.

Yachts with their own settings

Clearing houses

The company CYA lists as each yacht's “Yacht Manager”: the clearing house or central agent that issues her contract. Only yachts from approved clearing houses can be quoted or go into Claude's shortlist (the quotes service checks it too); the Quotes tab also shows those not reviewed yet, never those not approved. Each one keeps a contact name and default email, for writing to them (CYA's are offered). Clearing houses with yachts on our website come first. Every change is kept with who made it.

Quote cover photo

The large photo on the first page of every new quote. Choose the default for all quotes, or one for a destination (it comes first there); each quote can still change its own with Photo ↻. Upload your own: JPG, PNG or WebP, resized to at most 2,400 px wide before it's stored. Like every photo in a quote, it's public on the web.

Menu check: website vs CYA

Compares each yacht's menu on the website with what the sync would write from CYA. Nothing is changed here. Green lines would be added, struck lines would be removed. Tick “Keep our menu” on any yacht whose website menu should stay as it is.

Sync activity