Client Onboarding
Summary: Configure onboarding, share registration links for self-registration, or add clients manually with required safety and diving info.
Audience & Prerequisites: Admins and staff who manage clients; access to Clients and Settings → Customer Onboarding.
UI Paths:
Configure onboarding: Settings → Customer Onboarding
Share registration links: Clients → Registration Links
Add manually: Clients → Add Client
Step-by-step
Configure onboarding (Settings → Customer Onboarding)
Tabs:
Sections & Fields: enable/disable sections and set required fields.
Medical: configure medical questionnaire (title, description, questions).
Custom: configure custom questionnaire.
Preview: preview the client experience in EN/ES.
Common toggles/requirements you can set:
isEmergencyContactEnabled, isDivingInfoEnabled, isMedicalQuestionnaireEnabled
isFirstNameRequired, isLastNameRequired, isEmailRequired (and optional DOB/Phone/Address fields)
Highest Certification, Total Dives, Last Dive (under Diving Info)
Generate and share registration links (Clients → Registration Links)
Page title: Registration Links.
Card: Client Registration Link.
Click Generate Registration Link to create a new link for your company.
Copy link, copy email template, and optionally display a QR code.
The link points to /register/[registrationId] and uses your onboarding configuration.
Client self-registration flow (from the shared link)
Sections commonly shown based on your configuration:
Client Details (personal info)
Emergency Contact (if enabled)
Diving Activity and Diving Information (conditional)
Medical Questionnaire (if enabled)
Custom Questions (if configured)
Client completes steps and submits; a client record is created and flagged per medical answers.
Add a client manually (Clients → Add Client)
On the Clients page, click Add Client.
New Client page sections:
Personal Information
Emergency Contact
Diving Information
Additional Information
Complete the form and submit. The client is added immediately, and you can gather medical/custom data later.
Results & Where to Verify
Client records appear in Clients with the collected details.
Medical flags and documents appear in the client’s profile as configured.
Registration links remain available under Clients → Registration Links.
Related tasks & Links
Registration Links: how to generate and share onboarding URLs.
Medical: configuring medical questionnaire content.
Custom: setting up additional questions.
Troubleshooting
Registration link shows no data: ensure a registration ID is generated and your company is selected.
Missing Medical or Diving sections: enable them in Settings → Customer Onboarding.
Can’t add client: confirm you have permission to create clients.
Problem: Sections not showing as expected Solutions:
Check section enable/disable settings
Verify conditional logic configuration
Review field requirement settings
Test with different activity selections
Medical Questionnaire Problems
Problem: Medical evaluation not triggering correctly Solutions:
Review question response logic
Check physician evaluation triggers
Verify medical questionnaire configuration
Test with known trigger responses
Data Submission Errors
Problem: Client registration not completing Solutions:
Check required field validation
Verify client profile creation process
Review database connectivity
Check for form validation errors
Best Practices for Client Onboarding
Form Design Principles
User Experience:
Clear Instructions: Explain each section's purpose
Progressive Disclosure: Show relevant sections only
Mobile Optimization: Ensure mobile-friendly design
Error Prevention: Clear validation and guidance
Information Collection:
Essential Data Only: Don't overwhelm with unnecessary fields
Logical Flow: Organize sections in natural order
Conditional Logic: Show relevant questions based on responses
Safety First: Prioritize medical and emergency information
Communication Strategy
Pre-Registration:
Clear Expectations: Explain the process before starting
Time Estimates: Indicate expected completion time
Requirements: List needed information in advance
Support Contact: Provide help if needed
Post-Registration:
Immediate Confirmation: Acknowledge successful completion
Next Steps: Clear instructions for course scheduling
Contact Information: Business details and support
Follow-up: Schedule appropriate course consultations
Next Steps
After setting up client onboarding:
Manage client profiles created through registration
Set up course enrollments for registered clients
Configure client communication for ongoing contact
Process payments for courses and services
Getting Help
Review onboarding configuration settings if sections aren't appearing
Check conditional logic if diving information isn't showing
Verify medical questionnaire triggers for safety compliance
Test registration links regularly to ensure functionality
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