Customers
Diver profiles and everything attached to them: certifications and how they rank, documents, search, and the self-registration link that lets guests type their own details.
Articles
- 01 Add a diver and their certifications Create a customer record by hand, record the certification cards they hold, and understand which card DivePilot treats as their highest.
- 02 Find a customer and read their profile Search the customer list, open a profile, and know what the header, the five tabs and the actions menu tell you.
- 03 Let a diver update their details Send a diver a one-time link to check and complete their own details, see what they changed, and have the link emailed automatically before each dive.
- 04 Verify a diver's certifications Which certification cards count as verified, how to check them at the desk or on the trip, mark a false one as not valid, and correct or add a card on the spot.
- 05 Gear sizes and rental needs on the profile Record what a diver owns and which sizes they take, understand what the self-registration form writes to the profile, and how sizes prefill rental requests.
- 06 Choose what the customer form asks Decide which details guests must give, may give or never see on the self-registration and online booking forms, and whether divers get a pre-trip details check.
- 07 Share the self-registration link Let guests type their own details before they arrive, choose what the form asks, and deal with the registrations as they come in.
- 08 Handle new registrations Where self-registrations land, what you can do with each one, and how to clear the queue.
- 09 Set up certification agencies and levels Maintain the list of agencies and levels your dive center recognises, and understand how DivePilot ranks and compares them.
- 10 Collect a customer's waivers Request a signature by link, photograph or upload a paper copy, confirm one signed in person, and read the signed record.
- 11 Merge duplicate customers Combine two records for the same diver into one without losing bookings, certifications or signed waivers.
- 12 Archive, export or anonymise a customer The difference between deleting, restoring, exporting and permanently anonymising a customer record, and when to use which.
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