Know every student,
communicate automatically
A purpose‑built CRM for sailing schools — contact cards with medical info, email automation with merge tags, two‑way SMS, digital waivers, and full GDPR compliance out of the box.
Client CRM
Every student gets a complete profile — contact details, medical information, emergency contacts, booking history, spending totals, and custom tags. Everything you need in one place.
- Complete profiles Name, email, phone, address, medical info, emergency contacts, dietary requirements — all in one card.
- Booking history & spending See every course they've taken, every payment they've made, and their total lifetime value at a glance.
- Custom tags Tag clients as VIP, RYA Member, Corporate, Gift Card Holder — anything. Filter and segment by tags.
- Search & filter Instantly find any client by name or email. Filter by tags, course history, or registration date.
Email Automation
Design branded email templates with an intuitive builder, add merge tags that auto‑fill student and course details, and set up sequences that send automatically at the right time.
- Template builder Drag‑and‑drop email builder with your branding, logo, and colours. Create templates once, reuse forever.
- Merge tags {{firstName}}, {{courseName}}, {{courseDate}} — dynamic fields that fill in automatically per student.
- Automated sequences Booking confirmation → 3‑day reminder → waiver request → post‑course follow‑up. All automatic, all tracked.
- Open & click tracking See exactly which emails were opened, which links were clicked, and your overall engagement rates.
SMS & Messaging
Some messages need to reach students immediately. SMS cuts through cluttered inboxes — weather cancellations, last‑minute schedule changes, and departure reminders arrive instantly.
- Two‑way SMS via Twilio Send and receive SMS directly from the platform. Students can reply to your messages and you see it in their profile.
- Automated reminders Send SMS reminders X days before a course starts. Configure the timing and message per course type.
- Weather & cancellation alerts Send a mass SMS to all participants on a scheduled course when weather forces a last‑minute change.
Digital Waivers & Forms
Auto‑send waivers when a course is booked. Students sign electronically from any device. You see the status in real time — signed, pending, or expired.
- Auto‑sent on booking When a student books a course, they automatically receive the relevant waiver. No manual sending required.
- Electronic signatures Students sign on their phone, tablet, or laptop. The signed document is stored against their profile permanently.
- Status dashboard See at a glance which students have signed, which are outstanding, and send reminders with one click.
- Custom waiver templates Create different waivers for different course types. Medical declarations, liability waivers, GDPR consent — all customisable.
GDPR Compliance
Student data handling that meets GDPR requirements out of the box. Consent tracking, data export, right‑to‑delete, and full audit logs — no add‑ons or legal consultants needed.
- Consent tracking Record when and how each student gave consent. Marketing consent is separate from booking consent.
- Data export One‑click export of all data held for any student. Fulfil Subject Access Requests in seconds, not hours.
- Right to delete Anonymise or delete student records with an audit trail. Meets right‑to‑erasure requirements.
- Audit logging Every data access, modification, and deletion is logged with timestamps and user identity. Full accountability.
Student Portal
Give students their own login to manage their sailing journey. They can view bookings, sign waivers, track their RYA pathway progress, download certificates, and update personal details — all without contacting you.
- View upcoming bookings Students see all their upcoming and past courses, dates, times, and instructors.
- Pathway progress Visual progression from Competent Crew to Yachtmaster with completed, current, and upcoming stages.
- Download certificates Students download their course completion certificates any time they need them.
- Update personal details Students can update their phone, email, address, medical info, and emergency contacts themselves.
Everything else included
Every client management feature connects seamlessly with your bookings, payments, certifications, and scheduling.
Custom Fields
Add any custom fields to client records — sailing experience, shoe size, dietary requirements, crew weight. Whatever you need.
CSV Import / Export
Import existing clients from a CSV file or export your entire database. Migrating from another system is painless.
Activity Log
Every interaction is logged — bookings, emails sent, waivers signed, payments made. Complete timeline per client.
Group Bookings
Link family members, corporate groups, or crew together. Book multiple people and manage them as a group.
Medical Alerts
Medical conditions are flagged on booking confirmations and skipper briefing sheets. Instructors see what they need to.
Re‑engagement Emails
Automatically email students who haven't booked in 6 months. Suggest their next course based on their pathway progress.
Ready to know every student by name?
Start managing your clients, automating communications, and staying GDPR compliant today. 60‑day money‑back guarantee.