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Managing Clients

Last updated: 2026-09-26

Learn how to add, manage, and maintain client relationships in MyVSSL.

Understanding Clients in MyVSSL

Clients are vessel owners who your organization services. Managing clients allows you to:

  • Track their vessels
  • View service history
  • Create bookings on their behalf
  • Send quotes

Viewing Your Clients

Accessing Clients List

From the menu, select Clients to see all your clients.

Clients List View

You'll see all clients your organization has access to:

  • Client Name - Full name or business name
  • Email - Contact email
  • Phone - Contact phone number
  • Vessels - Number of vessels linked

Search & Filter

  • Search - Find clients by name, email, or phone
  • Filter - Filter by various criteria

Adding a New Client

Step 1: Start Adding

Tap the Add Client button (+) from the clients list.

Step 2: Enter Client Information

Basic Details

  • Client Name - Full name or business name (required)
  • First Name / Last Name - Individual name parts
  • Email - Contact email address (required)
  • Phone - Primary phone number

Address (Optional)

  • Street address
  • Suburb/City
  • State
  • Postcode

Step 3: Save Client

Tap Save to create the client record.

Client Details

Tap any client to see their full profile:

Overview Tab

  • Contact information
  • Address details
  • Quick stats (vessels, bookings)

Vessels Tab

  • All vessels linked to this client
  • Add new vessels
  • View vessel details

Bookings Tab

  • Service history with this client
  • Active bookings
  • Past services

Notes Tab

  • Internal notes about the client
  • Not visible to the client

Managing Client Vessels

Adding a Vessel for a Client

  1. Open the client's profile
  2. Go to the Vessels tab
  3. Tap Add Vessel
  4. Enter vessel details:
    • Vessel name
    • Registration/HIN
    • Make and model
    • Dimensions
    • Year built

Vessel Types

When adding a client's vessel, it's stored as a Client Vessel (managed by your organization). This is different from marketplace vessels (owned by self-service users).

Viewing Vessel Details

Tap any vessel to see:

  • Full specifications
  • Component inventory
  • Service history with your organization

Client Access Permissions

View vs. Edit Access

MyVSSL uses permission levels:

PermissionCan Do
ViewSee client info and history
EditModify client and vessel data

Multiple Organizations

A single client may be serviced by multiple organizations. Each org can have different permission levels.

Creating Bookings for Clients

From Client Profile

  1. Open the client
  2. Tap Create Booking
  3. Select the vessel
  4. Choose services
  5. Submit the booking

Org-Direct vs. Marketplace

Org-Direct Bookings:

  • Created by your organization
  • For your existing clients
  • No platform commission

Marketplace Bookings:

  • Client finds you through the marketplace
  • Platform commission applies
  • Client initiates the request

Editing a Client

What You Can Edit

  • Name and contact information
  • Address
  • Notes
  • Vessel information

How to Edit

  1. Open the client profile
  2. Tap the Edit button (pencil icon)
  3. Make changes
  4. Tap Save

Client Communication

Contact Options

From a client profile:

  • Email - Tap to open email app
  • Phone - Tap to call
  • In-app - Send messages through bookings

Best Practices

  • Keep contact information updated
  • Use notes for important client details
  • Document special requirements

Client to Marketplace Conversion

What Is Conversion?

If your client wants self-service access to MyVSSL:

  1. They can create their own account
  2. Their vessels can be linked
  3. They gain marketplace access

How It Works

This is managed by platform administrators. Contact support if a client wants their own account.

Removing a Client

When to Remove

  • Client is no longer active
  • Duplicate record
  • Data cleanup

How to Remove

  1. Open the client profile
  2. Tap the menu (three dots)
  3. Select Remove Client
  4. Confirm removal

Note: Removing a client doesn't delete their service history.

Client Vessels

Client Vessels in the Marine Professionals menu opens /clientVesselsList. The list includes Add Vessel.

This is the organization's client-vessel list. It is not the owner Add Vessel flow on the owner dashboard.

Add a vessel for a client

Add Vessel in the Marine Professionals menu opens the client vessel form only when a client is already selected.

  1. On Professional Home, open the chevron on the app bar (tooltip "Select client").
  2. Pick the client.
  3. Open the menu and choose Add Vessel.

If no client is selected, the menu does not open the form. It shows "Select a client from the app bar first to create a vessel for them."

Tips for Client Management

  1. Keep info current - Updated contact info prevents issues
  2. Use notes - Record important details about the client
  3. Complete vessel data - Full info helps with quotes
  4. Track service history - Use bookings to build history
  5. Organize vessels - Link all vessels to the right client