Broad ReachBookings & Operations
Why Broad Reach Bookings

Three reasons training centres
switch and never look back

Built for how training centres actually operate — not shoehorned from a generic booking tool.

⏱️ More Time

One booking. Eleven automatic actions.

Here's what happens the moment a student books a course on your site. You don't lift a finger.

🖱️
Student books a course on your website Via your embedded booking widget or booking page
Instant Within seconds of booking
1
✉️
Booking confirmation email Branded email to the contact with full course details, dates, location, and payment status
2
👥
Participant confirmation emails Each participant gets their own personalised confirmation with their individual details
3
📝
Waiver request sent Digital waiver link auto-sent to each participant — medical info, emergency contacts, e-signature
4
🧾
Xero invoice created Invoice auto-generated in your Xero account with correct tax, description, and booking reference
5
💳
Payment receipt issued If paid via Stripe, receipt email fires automatically with transaction details
Pre‑Course Automatic countdown reminders
6
💰
Balance reminder If deposit-only, a payment reminder fires automatically when the balance is due — configurable timing
7
🔔
Waiver chase If the waiver hasn't been signed yet, a reminder goes out ~3 days before the course — one nudge, no spam
8
📧
Course reminder email Prep notes, what-to-bring list, location details — sent to every participant with course-specific attachments
9
📱
SMS reminder Quick text message the day before — "See you tomorrow at 9am at Brighton Marina"
10
📋
Instructor manifest Your instructor receives a PDF manifest — participant names, medical notes, emergency contacts, experience levels — 3 days before the course
Post‑Course After the course completes
11
🎯
Marketing sequence enrolment Completed Competent Crew? A 3-email sequence promoting Day Skipper starts automatically — perfectly timed, personalised, with your branding
☕
You? You were on the water the whole time.
~20 min saved per booking
50 bookings a month?
~16 hours back every month
📈 More Revenue

Turn one-time bookings into lifelong sailors

Most booking tools forget a student the moment their course ends. Broad Reach Bookings tracks every student's entire training journey — and helps you grow revenue at every stage.

🌐

Discover

Student finds you via your embedded booking widget, booking page, or partner referral link

Booking embeds Partner channels SEO-ready pages
→
📅

Book

They pick a date, fill in their details, pay online — all without you doing a thing

Real-time availability Group pricing Deposits
→
⛵

Experience

Waivers signed, manifest sent to instructor, prep notes delivered. The course runs smoothly.

Digital waivers Instructor manifests Prep notes
→
🏅

Complete

Mark attendance, record assessment, issue certificate. Pathway progress updates automatically.

Completion tracking Certificates Pathways
→
🔄

Return

Automated follow-up sequences promote the next course in their pathway. They book again — and again.

Email sequences Training pathways Course packages
🎓

Training Pathways

Define structured progression routes — Competent Crew → Day Skipper → Coastal → Yachtmaster. Students see their progress. You see who's ready for the next course.

🤖

Automated Marketing Sequences

After they complete a course, a timed email sequence promotes the next step — personalised, branded, hands-free. Convert more completions into repeat bookings.

🎁

Packages & Bundles

Sell multi-course packages at a bundled price. Students commit upfront, you lock in revenue. Open-date items let them choose dates later.

👤

Full Client Profiles

Every student has a complete profile — booking history, certifications, medical info, communication log. Know your students by name, not by spreadsheet row.

✨ More Simple

Stop paying for five tools that don't talk to each other

Most centres cobble together a booking tool, a CRM, an email platform, a waiver app, and a spreadsheet for certifications. With Broad Reach Bookings, everything lives in one place — and everything connects.

Before Broad Reach Bookings

📅 Rezdy / FareHarbor bookings
📧 Mailchimp email
📝 HelloSign waivers
📊 Excel certifications
🧾 Xero manual entry accounting
📱 Twilio console SMS
👥 Spreadsheet CRM
7 tools. 7 logins. Nothing connected.

With Broad Reach Bookings

📅 Scheduling & calendar
🌐 Embeddable booking
💳 Stripe payments
📧 Email + templates
📱 SMS reminders
📝 Digital waivers
🧾 Xero auto-sync
🏅 Certifications
👥 Client CRM
📊 Revenue dashboard
One platform. One login. Everything connected.

What "connected" actually means

Data flows between every part of the system. No copy-pasting, no re-entering, no "which spreadsheet was that in?"

Booking created → Xero invoice appears
Course completed → Pathway progress updates
Waiver signed → Medical info on manifest
Payment received → Receipt emailed + booking confirmed
Client profile updated → All future emails use new details
Competent Crew completed → Day Skipper promo sequence starts

Replace six tools. Automate everything. Own your brand.

Full access from day one. Free onboarding. Just 1.75% platform fee. Cancel anytime.