The dashboard is the first page after sign-in and the place that tells you what needs doing today. It greets you by name in your dive center's timezone and shows today's date under the greeting.
The stat cards
Four tiles at the top, each a link: Total customers, Upcoming trips (7d), Unassigned bookings and New this week for customers added in the last seven days, whether staff created them or they signed up online. They all read zero on your first day.
Finish setting up
While setup steps are still open, a Finish setting up card sits under the stats with a count badge. Each step says why it matters and carries a To do, Done or Not needed badge, with a Set up button on every open step. The Ready for invoices row also lists what your invoices still lack, each item a link straight to its field in Settings. The card disappears once every step is done or marked as not needed, and comes back with only the Ready for invoices row whenever your business details or counter payment methods fall short again. It shows only to people who may set up at least one of its open steps. See Walk through the setup guide.
Needs attention
A strip of chips, Missing waivers, Bookings without a trip, Overdue returns and Upcoming services, each jumping to the panel that lists the problem. The strip does not appear when there is nothing to fix. With the bill and cash permissions it also counts the bills to settle of guests leaving and the cash days not closed. With the permissions to view and to edit bookings it also shows the bookings to confirm, deposit paid, which opens the bookings list on that filter, see Deposits for online bookings. With See every bill it also shows the disputes to answer, online payments a guest disputed whose answer to Stripe is still due, which opens the list of bills on them, see Online refunds and disputes. With the subscription permission, an unpaid invoice for the fee on online payments shows as Online payments fee unpaid, which opens the Subscription tab, see Connect Stripe for online payments.
The panels
| Panel | Shows | When empty |
|---|---|---|
| Key numbers | The four stat cards | Zeros |
| Today's trips | Trips leaving today | "No trips scheduled for today." with a link to schedule one |
| Course sessions today | Pool, classroom and dive sessions | "No course sessions scheduled for today." |
| Fleet capacity | Booked spots per trip over the next seven days | "No trips scheduled in the next 7 days." |
| Bookings without a trip | Upcoming fun dive bookings on dates that have no trip yet | Hidden |
| Dives to schedule | Requests for a number of dives that are still open, with dives scheduled out of dives asked | Hidden |
| New registrations | Self-registered customers to review | Hidden |
| Missing waivers | Divers on trips today or tomorrow without a valid waiver they need, one row per diver and trip | Hidden |
| Waivers awaiting signature | Signing links not yet completed | Hidden |
| Equipment due back today | Rentals due today and how many units are out | "Nothing due back today - all gear is accounted for." |
| Overdue equipment returns | Rentals past their due date | Hidden |
| Upcoming equipment services | Service rules due or overdue in the next 30 days | Hidden |
| Today's takings | What was taken today in your dive center's day, the payments taken with refunds and reversals apart, each method as a bar, the day's status and, with See cash-up, the cash expected in the drawer as a side figure (with the first day it counts from when earlier days are still open) | "Nothing taken yet today." |
| Takings, last 14 days | Takings per day stacked by payment method, the total and the change on the 14 days before | "Nothing taken in the last 14 days." |
| Bills to settle | Open bills that still owe of guests whose last service is today or tomorrow, up to five, each opening its bill | Hidden |
| Owed to you | What bills owe, open or closed, and on how many, with the three largest balances; Bills opens the Owing tab | "No bill owes anything." |
| Cash day left open | The earlier days with payments or drawer movements whose cash-up is not closed, leading to the latest of them on Cash-up | Hidden |
| Weather | Conditions at one of your dive sites | Asks you to add a dive site with coordinates |
| Self-registration QR | Your registration link and QR code, with a copy button | Always useful |
Team members whose permissions limit them to their own trips see only those trips in Today's trips and Fleet capacity. "Today" and the seven days ahead are counted in your dive center's timezone, whatever your device's clock says.
The Self-registration QR panel gains a Register / Book switch once online booking is on, so the same card can show the booking link.
Bills & cash panels
The Bills & cash group in Customize holds five panels, each shown only to team members with the permission it needs:
- Today's takings and Takings, last 14 days need See cash-up or See own takings. With See own takings only, they read Your takings today and Your takings, last 14 days and count only the payments you took yourself, with no drawer figure. Cash-up opens the day, Reports opens the cash-up reports on the same 14 days.
- Bills to settle and Owed to you need See every bill or See own guests' bills. With the second one they count only the bills of guests on your own trips and courses, and the open bills those guests' charges are billed to. Bills to settle lists guests whose last service is today or tomorrow, soonest first and then the largest balance, with "+N more" when there are more than five, which opens Bills filtered to these bills.
- Cash day left open needs See cash-up and Close the day. It names yesterday or the earlier day that still waits for its close. With several days left open it gives their count with the first and the last, for example "3 cash days are not closed (Fri 9 Oct - Sun 11 Oct).", and leads to the last of them: one count closes them all. A closer whose today is already closed sees that payments now count for the next day.
Bills to settle and Cash day left open hide when there is nothing to show and count in Needs attention.
Customize
Customize in the top right opens Customize dashboard, where each panel has a switch, grouped by area, with Show all and Hide all. Panels you have no permission for are not listed. Your choice is saved on your user profile, so it follows you to every device. Hide everything and the dashboard tells you to use Customize to bring panels back. A dashboard you saved before Dives to schedule existed does not show it until you switch it on here. The same goes for the five Bills & cash panels.
On a phone the panels stack in one column, most urgent first.
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