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Yacht Preference Sheet Form Template

Collect Essential Preferences for Your Yacht Experience

Are you struggling to gather important preferences from your yacht guests? This yacht preference sheet template helps you capture essential details efficiently, ensuring a tailored experience for everyone on board. You can streamline communication, enhance guest comfort, and avoid misunderstandings, all while adhering to WCAG-aligned labels for better accessibility. Take advantage of this user-friendly template to simplify the process of gathering preferences-try it now for a seamless yacht experience.

Use this Template (FREE) Live Preview
Primary contact full name
Primary contact email
Primary contact phone
Charter start (embarkation) date
Charter end (disembarkation) date
Total number of guests (including children)
Guest list: names and ages (note any children)
Embarkation port/marina
Disembarkation port/marina
Flight details (arrival and departure): airline, flight numbers, times
Do you require ground transfers to/from the yacht?
Yes
No
Cabin allocation or bed configuration preferences
Onboard ambience preference
Prefer quiet/relaxed
Balanced mix of quiet and lively
Prefer lively/social
Are there any smokers in your party?
Yes
No
Food allergies (select all that apply)
Allergy details and severity (describe reactions and any cross-contamination concerns)
Dietary preferences (select all that apply)
Alcohol preferences (select all that apply)
Specific brands, bottles, or beverage notes
Non-alcoholic beverages (select all that apply)
Fin/shoe sizes and any wetsuit sizes for interested guests
Activities of interest (select all that apply)
Medical conditions or considerations the crew should be aware of
Emergency contact full name
Emergency contact phone
Mobility considerations
None
Some stairs are OK
Prefer minimal stairs
Require assistance/limited mobility
Are you celebrating any of the following?
Any other requests or notes for the crew
Music preferences (select all that apply)
Name of person completing this form
Date completed
Do you consent to share this information with the captain and crew for planning and safety purposes?
Yes
No
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Paper art illustration featuring a yacht preference sheet form for an article on FormCreatorAI

When to use this form

Use this form before a crewed charter to capture guest likes, needs, and boundaries. Charter brokers and captains benefit. Example: a family with two kids and a gluten-free diet wants calm anchorages and paddleboards, plus a birthday cake. You will set menus, stock brands, assign cabins, and plan routes that fit the group. Owners hosting friends on a private trip can use it to prevent surprises and keep everyone safe. Pair it with the Travel information form to collect passports, flight times, and emergency contacts, and the Travel plan form to coordinate arrivals and shore transfers. After the charter, the Post trip report form helps you learn what to refine next season.

Must Ask Yacht Preference Sheet Questions

  1. What destinations, dates, and daily pace do you prefer?

    This shapes the itinerary, mooring choices, and fuel plan so the crew can deliver the trip you imagine. It also guides early discovery using the Travel questionnaire form if you are still narrowing options.

  2. Do you have any dietary preferences, allergies, or provisioning requests?

    Clear details let the chef plan menus, brands, and quantities without guesswork. It prevents reactions, reduces waste, and keeps mealtimes stress-free for everyone.

  3. How should we arrange cabins and sleeping layouts for your group?

    Knowing couples, solo travelers, kids, and desired privacy levels avoids awkward changes on embarkation day. It also informs bed conversions, crib needs, and linen counts.

  4. Which activities and water toys are must-haves, and what are your experience levels?

    This helps the crew prep gear, permits, guides, and safety briefings that match your skills. It also protects your schedule by aligning activities with weather windows and local rules.

  5. Are there medical conditions, mobility needs, or safety considerations we should plan for?

    Sharing this early lets the crew tailor routes, first-aid supplies, and access to shoreside care. It supports a thorough briefing and ensures everyone feels safe and included.

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