01
Verified
Availability, rates and yacht facts stay labelled by source and confidence. A calendar gap is not treated as a confirmed week.
The fastest way for a yacht charter broker to turn a client brief into a verified, bookable shortlist—with realistic total pricing, itinerary feasibility, and a client-ready proposal.
From client request to verified proposal in ten minutes.
Three pillars
Capabilities below are labelled live or planned. Live items exist in the current broker and fleet desks. Planned items belong to the longer CharterOS vision and are not claimed as production features.
01
Availability, rates and yacht facts stay labelled by source and confidence. A calendar gap is not treated as a confirmed week.
02
Brief-led ranking explains fit, conflicts and unknowns. Near-price alternatives sit beside the lead yacht when the client may flex.
03
The same shortlist becomes a proposal, a structured availability request and a deal record. The broker does not rebuild the file in a second tool.
01 · Brief
The brief is the working object. Dates, party, budget, cabins, destinations, must-haves and exclusions stay attached to the original wording so search does not start from empty filters.
Dates, destination, guests, budget, cabin relationships, preferences, must-haves, exclusions and the source enquiry remain on one record.
Paste the client email or notes. The desk extracts the working constraints instead of asking the broker to rebuild every field by hand.
Must-haves can be distinguished from softer wishes so a visually attractive yacht does not silently outrank one that cannot perform the charter.
Client identity and relationship notes stay inside the authorised brokerage. They are not written onto the shared yacht record.
02 · Match
Search is an input to advice. Each candidate should show why it fits, what still needs confirmation, and which nearby yachts sit close in weekly rate.
The listed fleet is ranked from the active brief. Destination, dates, guests, budget and must-haves remain inspectable on the result.
Fit reasons, hard conflicts, warnings and unknowns are visible. A score is not presented as sufficient evidence on its own.
When a lead yacht is right but the weekly rate is tight, neighbouring boats in a similar price band are surfaced so the broker can offer a real choice.
Focused shortlists compare cabins, size, amenities, itinerary fit, commercial assumptions and confirmation state in one table.
Sourcing decisions can be reviewed later: why a yacht was ranked, warned or excluded for a specific brief.
03 · Availability
A blank week is a starting hypothesis. Availability becomes useful only when an authorised party answers a scoped, time-bound request.
Requested, held, second option, confirmed, declined and expired remain distinct. A calendar gap is never labelled confirmed by default.
Dates, party and route context can be sent without automatically exposing the client name to the yacht side.
Fleet users answer with constrained states and keep expiry visible instead of leaving status in a private inbox thread.
A transactional network that confirms luxury crewed inventory the way a bareboat booking engine confirms a week is not claimed as live.
04 · Cost
The advertised weekly rate is one layer. APA, tax, delivery, fuel and berthing can move the planning range before the client anchors on a headline number.
Weekly fee, APA, VAT or tax assumption, delivery and extras stay visible as expected and planning-range values — not one invented all-in invoice.
Planning figures are labelled as estimates. Confirmed commercial terms replace assumptions when the authorised representative and contract provide them.
Fuel and operational sensitivity can sit beside the yacht and intended itinerary rather than in a generic calculator tab.
Operator accounting, automated invoices and commission payouts are not part of the live product. Deal amounts remain desk records.
05 · Itinerary
Distance alone is not feasibility. Guest pace, yacht characteristics and operational constraints belong in the same conversation as the shortlist.
A guest-pace sample week can be generated for the matched yacht and destination and attached to the proposal.
Impractical combinations of yacht, dates and intended route can be flagged before the client sees a polished map.
Live berth, weather, clearance and transfer feeds are part of the longer CharterOS vision. They are not claimed as current production coverage.
06 · Proposal and deal
The proposal is a snapshot of the same decision, not a rebuilt brochure. Option, contract and payment milestones stay on the opportunity as professional records.
Create a client-safe share from the ranked yachts, weekly rate context, APA and tax assumptions, and sample itinerary without re-keying the brief.
Opaque, expiring, revocable links expose only client-safe material. Broker notes and central-agent contacts stay off the client view.
What the client saw is retained as a historical snapshot when later yacht facts change.
Option, contract evidence, payment notes and booking state can be recorded on the opportunity. The platform does not hold charter funds.
Charter deposits, stakeholder accounts and payment-processor checkout for the charter itself are not implemented.
07 · Fleet and central agent
Central agents, charter managers and owners control official listings, calendars and rates. They do not receive automatic access to a broker’s client file.
Structured specifications, galleries, rate windows and offers can be maintained by the party entitled to publish them.
Fleet users keep operational blocks current and answer structured broker requests from one workspace.
PDFs, listing URLs and manual entries retain submitter context. Missing values are flagged rather than invented.
Fleet users can see structured demand context. Client identity is not automatically exposed.
Embeddable consumer inventory and association-grade public feeds are not claimed as live product surfaces.
08 · Platform principles
These rules apply whether a capability is live or still planned. They are product constraints, not marketing slogans.
A supplied rate sheet, an imported field and a broker inspection note do not carry the same authority.
Missing cabin, rate or availability data is not converted into zero, no, or unavailable.
Inspection notes and suitability judgement stay organisation-private. They do not contaminate the shared yacht record.
Workspaces are authenticated and organisation-scoped. Public pages do not expose the operating portal.
Eligible broker and fleet desks registered by 30 September 2026 stay free. The Broker API at €250 per month is not waived. Live broker software prices are €29, €69 and €119 per month before tax.
A permission-aware graph that improves ranking after every verified booking and post-charter review is the longer platform vision, not a current live claim.
Out of scope
Commercial prices remain those published on /pricing. Eligible broker and fleet desks registered by 30 September 2026 stay free. The Broker API at €250 per month is not waived. Specification reviewed August 2026.