• "Can I dynamically insert customer or reservation details into contracts?"
  • "How do Merge Tags work inside Stellar contracts?"
  • "What is the 'Create For-Loop' logic and how do I use it for multiple addresses or phone numbers?"

Resolution Steps

  1. Ensure the customer portal is enable. How to enable the Customer Portal in Marina Admin
  2. Navigate to Contract Terms & Conditions under the rates.
  3. Choose the Merge Tag you want to insert into the contract text.
    • Merge Tags automatically pull attributes from Reservations or Contacts.
    • When the customer views their contract in the Customer Portal, these fields dynamically populate with their booking details.
  4. Available Merge Tag fields include:
    • Reservations
      • ScheduledArrivalTime
      • ScheduledDepartureTime
      • Rate
      • TransientPriceId
      • SeasonalPriceId
    • Contacts
      • FirstName
      • LastName
      • Emails
      • CompanyContactName
    • AddressSet
      • Create For-Loop
      • Street
      • Street 2
      • City
      • State
      • Zip Code
      • Country
    • Phones
      • Create For-Loop
      • Country Code
      • Number
    • Slips
      • Name
    • Boats
      • Name
      • BoatTypeId
      • LOA
      • Beam
      • Draft
      • RegistrationNumber
      • Year
      • Make
      • Model
      • Weight
      • RegistrationState
      • Color
    • Insurance Set
      • Create For-Loop
      • Provider
      • ListedIndividual
      • AccountNumber
      • PolicyNumber
      • GroupNumber
      • LiabilityMaximum
      • EffectiveDate
      • ExpirationDate
  5. For customers with multiple entries (e.g., multiple addresses, phone numbers, or insurance records), use the Create For-Loop Merge Tag:
    • This loops through all entries of that type and displays them one after another.
    • Everything placed inside the loop section will be repeated for each record.
  6. Format your contract text around Merge Tags as needed. You may add punctuation, bold, or underline for clarity.
  7. Preview the Customer Portal to confirm tags are displaying correctly.

Verification: Create a test reservation to preview the terms & conditions in the customer portal.