If you’re gearing up for the next boating season and want to reuse your existing contract setup, Dockwa makes it simple to duplicate your contract groups and update key settings. Here’s how to get everything ready.
A video walkthrough of this process can be viewed here.
✅ Duplicate an Existing Contract Group
To get started:
Go to Contracts in your Dockwa dashboard.
Locate the contract group you want to reuse.
Click the 3 dots to the right of the contract group (or open the group itself) and select Duplicate.
Enter a new name for the group in the Group Name field.
Check the Copy contracts checkbox to bring over boaters from the existing group who have currently active contracts. If you'd rather not copy every boater, leave this unchecked and add boaters to the new group individually afterward.
Click Copy Group.
📌 This will copy over your contract language, pricing, group settings, and (if selected) your existing boaters.
🛠 Adjust Settings for the New Season
Once your new contract group is created, open it and adjust it for the upcoming season:
Click into the new contract group.
Open the group’s Actions menu and select Edit.
Update the start and end dates, and modify pricing, slip assignments, contract notes, and any other fields as needed.
Click Update Group.
Choose whether to apply these settings to only new contracts added going forward, or to all future, unsent, and existing outstanding contracts in the group, then click Confirm.
Choose whether to Overwrite the contracts using all of the group’s default fields, or Update the contracts using only the specific fields you changed — this second option helps preserve individual contracts that were customized with different terms or add-on charges.
Click Update to apply the changes.
💡 If you used the Pre-Assign Slip feature last year, those assignments will carry over automatically. Just double-check that everything looks correct before sending contracts.
⚓ Important: Slip Assignments Are Not Visible at Signing
If you're using Pre-Assign Slip, remember:
The slip is only officially assigned after the contract is completed by the boater.
The boater does not see their slip assignment during the signing process.
This setting can be toggled during the last step of contract creation under “Additional Settings.”
💳 Managing Payment Preferences
Dockwa currently does not support self-selected payment plan options during the signing process. If you want to offer boaters different payment plan choices:
Collect their preferences outside of Dockwa (e.g., via email or form).
Create separate contract groups for each plan and assign boaters accordingly.
🙋 Need help organizing this? Our team can assist with an import to group boaters based on your list.