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Help Boaters Create a Dockwa Account and Sign their Contract
Help Boaters Create a Dockwa Account and Sign their Contract
Updated over a week ago

Help your Boating Customer Create a Dockwa Account and Sign their Contract


โ€‹For Marina Operators: Setting Up a New Boater

  1. Create a New Boater Contact: When you have a new contract for a boater not listed in your "Lookup Contact," simply select "Create new."

  2. Enter Boater's Information: Fill in the boater's details, especially the email address they will use for their Dockwa account.

  3. Save the Information: Click on "Save Boat and Contact."

  4. Finalize the Contract: Set up the remaining contract details and click "Create Customer Contract."

  5. Send the Contract: Navigate to the "Unsent" tab, select Actions > Send > Send Contract.

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