Onboarding Form

Details provided in original form by Contact:

Name:

Email:

Cell Phone:

Date of Interest:

Size of Party:

Business Event:

Message:

Pre-Filled Fields Provided by Contact

Do not make changes to these fields!

This is only provided for reference to the original information provided in the Contact form.

First Name

Last Name

Phone

Email

Message

What is the size of your Party?

Vanguard (1-12 passengers)

Splashed Out (1-12 passengers)

Both! (13-24 passengers)

More than two yachts

Will this be for business?

Yes

No

Charter Specifics, Completed by Sales Team

This will be added to the contact info and displayed on the Contract. (Can be updated later.)

Requested Itinerary

Elements

Start Date

Start Time

End Date

End Time

Start City

End City

Vessel

Primary Charter Guest Information, Completed by Clark

Charter Preferences, Completed by Clark

Gratuity

Allergies

Special Theme or Occasion

Medical Conditions

Catering

Water Time

Deliveries

Charter Fees, Completed by Sales Team

Charter Fee

Charter Security Deposit

Charter Fee Explanation

Internal Notes

Do not delete any notes. Instead, add to existing notes and leave your initials.

@ 2025 Sunburst Yacht Charters