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Guide Onboarding Documents — Help Guide

v2.0·Effective 2026-08-21

What the required onboarding documents are, why we ask for them, and exactly where to get your driving record in every Canadian province and territory and every US state.

Document version 2.0 · Content hash 9cbc2d4c1638

This page is the reference copy of Guide Onboarding Documents — Help Guide. When you sign up, book, or participate in a tour, the version of this document in effect at that moment is the version you accept.

Welcome to BOAT OS

Your AI-first operator command center for Tripshepherd

Operations

Manage bookings, manifests, guide assignments, and attraction tickets from one place.

Unified Inbox

Handle email, WhatsApp, SMS, and OTA messages in a single inbox with AI-suggested responses.

AI Copilot

Let AI detect guest intent, suggest actions, and draft responses automatically.

Fleet & Field

Track vehicles, pre-departure inspections, and real-time guide field events.

Finance

View revenue dashboards, departure P&L, process refunds, and export payroll.