Your First Yacht Charter: A Step-by-Step Guide

Friends toasting at lunch on a yacht deck

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Booking your first yacht charter comes down to seven steps: pick the type of charter, choose where and when, set an all-in budget, find the yacht through a broker or booking site, sign the contract and pay, fill out your preference sheet, and pack light. Start three to six months ahead, and closer to a year for the most popular yachts and peak weeks.

Step 1: Choose the type of charter

TypeWhat it meansChoose it if
BareboatYou rent the boat and sail it yourselfYou hold a sailing qualification and want the lowest price
SkipperedA hired skipper runs the boat; you handle meals and the restYou want to relax but keep costs moderate
CrewedCaptain, chef and crew handle everythingYou want a true vacation with nothing to manage

For a first charter, most people are happiest on a skippered or crewed yacht. See what each one costs in our yacht charter cost guide.

Step 2: Pick your destination and season

  • Mediterranean (Greece, Croatia, the French Riviera, Italy): best from May to October. June and September offer good weather, fewer crowds and better rates.
  • Caribbean (the British Virgin Islands, the Bahamas): best in the winter months, when the Mediterranean season is over.
  • Avoid school holidays and Christmas week if you want better prices and availability.

Step 3: Set an all-in budget

On a crewed charter, the advertised weekly rate covers the yacht and crew. Add an Advance Provisioning Allowance (APA) and taxes of roughly 25% to 50% of the charter fee for fuel, food, drinks, dockage and local taxes, plus a crew tip of 10% to 15%. Set a per-person budget first, then choose the boat to fit it.

Step 4: Find the yacht

  • A charter broker is the easiest route for a crewed yacht. You describe your group and the trip you want, and the broker shortlists yachts by size, layout, availability and crew, then plans an itinerary with the captain.
  • A booking platform like Boatbookings or Yachting.com lets you compare bareboat, skippered and crewed yachts by destination and price. Compare yachts and prices at Boatbookings →
  • Want a trial run? A half-day or full-day charter is an easy way to test your sea legs before committing to a week. Find a half-day or full-day charter on GetMyBoat →

Step 5: Sign the contract and pay

  • Crewed charters are usually booked on the MYBA charter agreement, the industry-standard contract.
  • Expect a 50% deposit when you sign, with the balance and the APA typically due about a month before departure.
  • Ask your broker exactly which taxes apply to your dates and destination before you sign.
  • Buy travel insurance that specifically covers yacht charters.
Breakfast on deck with a view of the sea and cliffs
Tell the chef how you like your mornings.

Step 6: Fill out your preference sheet

A few weeks before the trip, you will get a preference sheet. This is where you tell the captain and chef about allergies, favorite foods and drinks, things you dislike, and the activities you care about, from snorkeling to a tee time ashore. The more detail you give, the better the week.

Step 7: Pack and go

  • Pack in soft bags. Hard suitcases are hard to stow on a boat.
  • Bring: reef-safe sunscreen, polarized sunglasses, a light layer for evenings, boat-friendly shoes and any medication you need.
  • Leave room for golf clubs in a travel bag if your itinerary includes a round ashore.
  • At the end, you get an itemized APA statement and a refund of anything unspent. Hand the crew tip to the captain on the last day.

FAQ

How far in advance should I book a yacht charter?

Three to six months ahead at minimum. For peak summer weeks or a specific yacht, book six months to a year out.

Do I need a license to charter a yacht?

Only for a bareboat charter, where you skipper the boat yourself. Skippered and crewed charters need no qualification at all.

What is a preference sheet?

A form you fill out before the trip that tells the captain and chef what you like to eat and drink and what you want to do, so the yacht is stocked and planned around you.

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