Crew Assignment Tutorial

Crew assignment overview

Where the crew assignment tool appears and what it does

01

Where it appears — crew assignment is on the booking detail page, inside the right-side booking panel.

When it appears — the Assigned Crew card appears only when the booking status is confirmed or completed.

What it assigns — the owner can assign available staff to the booking slot, including normal charter crew and service-role partners.

After assignment — the booking page refreshes the assigned staff list from the slot assignment endpoint.

Important: If the booking is still awaiting approval, pending, declined, or cancelled, the crew assignment card is not shown.

Booking detail page context

CHR-YWVTLW

Lady Sapphire

Confirmed

Charter dates

Thursday, 25 June 2026

3:00pm – 7:00pm · 4h

Assigned Crew

No crew assigned yet.

+ Manage Crew

Assigned Crew card

Shows who is already assigned and their current response status

02

Empty state — if nobody is assigned, the card says No crew assigned yet.

Assigned person row — each row shows staff name, role, status, and a remove button.

Role badge — the role appears as a small dark navy badge.

Status colour — accepted is green, declined is red, and other states such as pending are amber.

Manage button — the + Manage Crew button opens the assignment modal.

Assigned Crew card with staff

Assigned Crew

James Hartley

SkipperAccepted

✕

Sarah Nguyen

DeckhandPending

✕

Marco Di Luca

CrewDeclined

✕

+ Manage Crew

Opening the Assign Crew modal

The modal slides up as a bottom sheet

03

Bottom-sheet layout — the modal appears from the bottom of the page with a dim overlay behind it.

Title — the modal header says Assign Crew.

Close button — the round ✕ button closes the modal without assigning anyone.

Finish & Close — the footer button closes the modal after the owner is done managing crew.

Assign Crew modal

Finding the right person

Use tabs and search to filter the staff pool

04

Charter Crew tab — shows normal crew roles, excluding technical service roles.

Service Partners tab — shows technical/service roles such as Marine Detailer, Engineer, Electrician, Shipwright, Plumber, Electronics Tech, Rigger, Diver, and Upholsterer.

Search field — filters by staff name or role.

Already assigned people — staff already assigned to this slot are excluded from the available list.

Inactive staff — inactive staff are not shown in the available list.

Search and filtered list

Licence check and ineligible crew

The modal checks whether a staff member can captain the vessel

05

Licence check — the modal checks the staff member's licences against the boat's required licence and boat length.

Warning banner — ineligible staff show ⚠ Licence insufficient for this vessel.

Disabled look — ineligible staff cards are faded.

Blocked interaction — the row interaction is disabled for ineligible staff.

Safety rule: Do not assign a skipper who does not hold the required licence for the vessel.

Ineligible staff card

What the owner should do: Choose another eligible crew member or update staff licence information before assigning.

Setting the pay offer

Owner chooses the amount and pay type before confirming assignment

06

Assign + — clicking Assign opens the pay offer panel for that staff member.

Prefill amount — the amount can prefill from the member default pay rate. If no default exists, it can use the lowest listed menu rate.

Amount field — owner enters the proposed pay amount in AUD.

Pay type — owner selects Per job, Per hour, or Per day.

Their listed rates — if staff has menu items, the modal shows rate hints for reference.

Pay offer panel

Confirming the assignment

The owner must enter a valid amount before assigning

07

Valid amount required — the Confirm button is disabled if the amount is empty, null, or not a valid number.

Saved data — assignment sends the staff member ID, pay rate, and pay rate type for this booking slot.

First slot — assignment uses the first booking slot ID from the booking detail page.

Refresh after save — after assigning, the page fetches the slot assignments again and updates the Assigned Crew card.

Error message — if assignment fails, the owner sees an alert such as Failed to assign staff.

Disabled vs enabled confirm button

After success: The assigned staff member appears in the Assigned Crew card with their role and current response status.

Removing crew from the booking

Use the ✕ button on the assigned staff row

08

Remove button — each assigned staff row has a small ✕ button.

Delete action — clicking ✕ sends a delete request for that staff-slot assignment.

Local update — after a successful delete, that staff member is removed from the Assigned Crew card immediately.

Error handling — if the delete fails, the owner sees an alert such as Failed to remove staff assignment.

Remove assigned staff

Assigned Crew

Sarah Nguyen

DeckhandPending

✕

+ Manage Crew

Reminder: Removing a staff member only removes the booking-slot assignment; it does not delete the staff account.

Full assignment workflow

The simplest way to teach the booking crew assignment flow

09

1

Open booking

Go to a confirmed or completed booking detail page.

2

Click Manage Crew

Use the Assigned Crew card in the right-side panel.

3

Choose person

Search staff, check eligibility, and click Assign +.

4

Confirm pay

Enter amount, choose pay type, and click Confirm & Assign.

Operational tip: Assign crew early so pending or declined responses can be handled before the charter date.

Assigning crew to a booking