Find a customer and read their profile

Everything DivePilot knows about a diver sits on one page. This article walks through it, from finding the record to the actions menu in the corner.

Find a customer

• On the Customers page, type into Search by name or email…. The list narrows as you type and matches first name, last name and email.
• From anywhere in the app, use the Search… box in the top bar, or the search icon on a phone. Type at least two characters; results are grouped into customers, bookings, boat trips and users.
• The Active tab lists current customers. Archived lists the ones you deleted, which can be restored from there if you can restore customers; the Staff preset cannot.

Click a row to open the page described below, or use Quick view on the row for a side panel with the essentials and an Open full profile button.

The header

Under the name, email and phone, four facts sum the diver up:

• Certification shows the highest card on file, with a count of further cards, or "No certification on file".
• Logged dives shows the total dives and the last dive date from the customer's details, or "Not recorded". Saving a dive log does not change them.
• Waivers rolls the templates Required for everyone up into one word: All signed, Expired, Missing, Checked per trip or None on file. When some templates are required only for fun dives or only for courses and none for everyone, it shows Checked per trip, because who needs those depends on the trip. When no template is required at all, it looks at every waiver on file and one valid signature is enough for All signed, and a customer without waivers on file shows None on file; see Waiver expiry, renewal and checks.
• Next dive shows the next reserved or confirmed fun dive booking, or "Nothing booked". Course bookings do not count.

You see Waivers only if you can view waivers, and Next dive only if you can view bookings.

Notices under the header

Between the header and the tabs you can find:

• Today at the dive centre appears when you can view bookings and reach the page by scanning the customer's check-in code. It lists their open bookings for today of every kind, fun dives and courses alike, each with Open check-in, or says "No booking for today." with New booking. See Check in a guest with their QR code.
• The Update link card. Without an open update link, it lists the fields your customer form marks as Required that this customer has left empty, such as "2 required details missing" followed by the fields, or reads "Let … check and complete their details on their own phone.". With the permission to edit customers it offers Send update link. See Choose what the customer form asks.
• While an update link is waiting to be used, the same card shows its QR code, "Valid until …" with how long is left, and how it went out: "Sent automatically before the dive", "Emailed …" or "Created by …". Show QR shows the code full screen for the diver to scan, and Copy link copies it. With the permission to edit customers, Email it (or Email again) sends it to the customer's address, New link replaces it and Revoke stops it at once. See Let a diver update their details.
• Once the customer has used a link, the card ends with "Last update by the customer …: 3 details changed" and View changes, which opens Updated by the customer on the Profile tab, or with "Last checked by the customer …: no changes".

The five tabs

• Profile holds the personal details, the address and Health and documents. Below them, Updated by the customer lists every time the customer saved an update link, as "Updated 3 details" or "Confirmed their details without changes". Open a row to see each changed field before and after. Medical notes, dietary requirements and passport number only show "Changed (not shown)" or "Removed", never the values.

• Diving holds dive experience, the certification cards and the equipment sizes the diver usually needs. Each card shows whether someone on your team verified it, and Check certifications lets you verify, correct or add cards. See Verify a diver's certifications.

• Activity lists fun dives, courses and the rental history. You only see this tab if you can view bookings, enrolments or rentals.

• Waivers lists every waiver requested from or signed by this customer, and is where you request a new one. You only see this tab if you can view waivers. See The Waivers tab on a customer profile.

• Bills starts with the guest's Current bill: its number, the day it opened and the last service, what the guest Owes or has In credit in large figures with the charges and payments beside it, and Open bill and Take payment. A bill billed to someone else says where the charges go, such as "Charges go to Anna Berg's bill 12", and a payer's bill names the guests billed there, each a link to their bill. Without an open bill the tab says "No open bill" with New bill and Take payment. Under it, Standing discount shows a percentage applied after the volume discounts to every line of the guest's bills, changed with "Edit standing discount" if you have the permission Standing discount and the Edit permission of Customers; without them you see the row only when the guest has a discount. Earlier bills lists the other bills with their period, total, what was paid and their status, Settled, "Closed owing 40.00" or "Closed in credit 10.00", and what was paid over all of them; click a bill to open it. A bill that reads "Closed owing 40.00" also has Take payment: the payment lands on that bill, at most what it owes, and the bill then reads Settled. You only see this tab if you can see bills, and someone who sees only their own guests' bills sees only those. Each bill lists its invoices, credit notes and receipts with their numbers, to download or send by email, see Invoices and credit notes. The tab shows only the newest documents; the older ones are on Invoices & receipts in the sidebar, linked below the list as "Older documents are on Invoices & receipts". See Bills and Discounts.

DivePilot remembers which tab you last opened for each customer, in this browser until you sign out.

The actions menu

The menu in the top right corner of the profile offers:

• Edit opens the same four-step dialog you used to add the customer. On a wide screen it is a button of its own, next to the menu.
• Update link creates a link the customer opens to check and complete their own details, once. See Let a diver update their details.
• Merge combines this record with a duplicate. See Merge duplicate customers.
• Export data downloads the record as a spreadsheet.
• GDPR delete anonymises the personal data for good. See Archive, export or anonymise a customer.

Which of these you see depends on your permissions.