Courses and Diving Overview
Plan, schedule, and manage your dive center's course catalog, training sessions, dive operations, and student progress from a single module.
Prerequisites
You need the appropriate permissions to access course and dive operations pages.
Course products must be configured before you can create course instances.
## Overview
The Courses and Diving module ties together everything your dive center does on the water and in the classroom. It covers the full lifecycle from defining your course catalog, scheduling course instances, enrolling students, assigning staff, tracking medical clearance, and managing dive activities.
The module is organized around five main pages accessible from the sidebar:
Calendar
/dive-planner/unified
Visual calendar showing all course sessions, dive trips, and voyages
Course Manager
/dive-planner
Central hub for viewing and creating course instances
Course Products
/course-products
Course catalog, components, and compensation rates
Assign Divers
/assign-divers
Assign clients to upcoming dive activities
Medical Clearance
/medical-clearance
Review and manage client medical clearance status
Workflow Overview
A typical workflow follows these steps:
Define your catalog. Create course products with pricing, duration, and component structure in Course Products.
Set compensation rates. Configure instructor pay rates per component or per course in Course Products > Component Rates or Course Products > Course Rates.
Schedule instances. Create course instances (scheduled runs of a course) from the Course Manager.
Enroll students. Add clients to course instances. The system tracks enrollment status and progress.
Assign staff. Use Assign Divers to match instructors and divemasters to activities.
Verify medical clearance. Confirm all participants have valid medical clearance in Medical Clearance.
Track progress. Monitor session attendance, component completion, and certification issuance through the Course Manager and Calendar.
Sections
Calendar
A unified visual calendar that displays course sessions, dive trips, and voyages in day, week, or month views.
Navigate to Courses and Diving > Calendar or see Unified Calendar.
Course Manager
The central hub for creating, viewing, and managing course instances and their sessions.
Navigate to Courses and Diving > Course Manager or see Course Manager.
Course Products
Your course catalog. Define courses, set up components (modules within a course), and configure compensation rates.
Navigate to Courses and Diving > Course Products or see Course Products.
Assign Divers
Match unassigned divers to upcoming activities. Supports drag-and-drop assignment and filtering by activity type.
Navigate to Courses and Diving > Assign Divers or see Assign Divers.
Medical Clearance
Review and manage medical clearance status for all clients. Supports individual and bulk updates.
Navigate to Courses and Diving > Medical Clearance or see Medical Clearance Workflow.
Key Concepts
Course Products vs. Course Instances
A course product is a template. It defines the course name, code, price, duration, components, and prerequisites. An course instance is a scheduled run of that course with specific dates, an instructor, and enrolled students. You create many instances from one product.
Components and Sessions
A component is a logical part of a course (for example, "Theory", "Pool Session", "Open Water Dive 1"). A session is a scheduled calendar event for that component within a specific course instance. Components define the structure; sessions define when and where it happens.
Journeys
A journey represents a student's full path toward completing a course product. Journeys span across course instances. If a student defers or transfers, their progress carries over to the new instance through the same journey record.
Tips
Start by setting up your Course Products catalog before scheduling any instances.
Configure Component Rates early so instructor earnings are tracked automatically when sessions complete.
Use the Unified Calendar for a bird's-eye view of all dive center activity across courses, trips, and voyages.
Verify Medical Clearance before every dive activity to maintain safety compliance.
Review Student Enrollment statuses regularly to catch deferred or dropped students.
Related Pages
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