
eHarbours - Sailing Club Management System
In 2016 the Lymington Town Sailing Club were looking to improve their management systems and we were approached to carry out a limited trial using eHarbours. The trial was a resounding success and the club now use eHarbours for many of the club activities including:-
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Basic Membership Management
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Annual Renewals
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Direct Debit Management
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Dinghy Park Fees
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Dinghy Park Allocation
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Regatta Open Event Bookings
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Social Event Bookings
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Sale of Social Event Tickets
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Club Pontoon Bookings
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Electronic Invoicing
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Online Payment
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Member details
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multiple contact details, management for address, contact phones, emails etc.
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address lookup from a postcode for speed and accuracy
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instant validation of email address for speed and certainty about the capture of valid email details
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Boat details
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basic vessel details including Class, LOA, beam, draft, type etc
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plus as much or as little detail that the club wishes to capture - fields can be added or hidden to ensure only the required data is captured
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Dinghy Park Space Allocation
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Allocation of space per dinghy.
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Tariff can be set for full season or monthly, quarterly or part season.
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Mooring details
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swinging moorings, fore & aft moorings, pontoon berths, trots, piles, hammerhead
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for marina style pontoons, detailed space calculations for optimisation of berth allocation
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locations and facilities can also be shore based for invoicing of yacht stores etc
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Vessel allocation to Mooring
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temporary, annual or permanent allocation
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boat holiday facility to enable sub-lets for short or long vacant periods
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Tariff management
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add daily, weekly, monthly, quarterly or annual tariffs to a vessel
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facility to suspend an invoice from being included in any run (with easy audit reports for checking)
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Customer and staff / team communications
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make notes against a customer account in date order. Choose to display notes on front of owner account screen for high visibility if required
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add an action to a note, with or without a due by date, and assign to a staff member
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send individual emails - choose from a list of template emails, or send an individual custom email
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attach any document(s) including invoices, credit notes, statements, mail merge letters, leaflets
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send bulk emails
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select all customers or any specific group of customers by vessel type, location, mooring type, tariff, invoice frequency, county, etc
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brilliant facility for testing bulk emails before they go out - great for checking before it's too late.
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