Assign Divers

Courses & Diving > Assign Divers

Assign Divers

Assign clients to upcoming dive activities. The Assign Divers page provides a two-panel interface for matching unassigned divers with scheduled activities like fun dives, courses, and Discover Scuba experiences.

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Prerequisites

  • You need the appropriate permissions to manage dive assignments.

  • Dive activities (course sessions, fun dives, DSD experiences) must be scheduled before you can assign divers.

  • Clients must have a dive interest or booking registered to appear in the unassigned list.

## Overview

The Assign Divers page lives at /assign-divers. It is organized into two tabs:

Tab
Purpose

Unassigned

Lists divers who have expressed interest or have bookings but are not yet assigned to a specific activity

Activities

Shows upcoming scheduled activities that accept participants

On desktop, you can drag divers from the unassigned list and drop them onto activity cards. On mobile, use the tab-based workflow to select divers and then assign them to activities.

Viewing Unassigned Divers

  1. Navigate to Courses and Diving > Assign Divers.

  2. The Unassigned tab is selected by default.

  3. Browse the list of divers waiting for assignment.

Searching and Filtering

Use the controls at the top of the list to narrow results:

  • Search -- type a name or ID to find a specific diver.

  • Filter by Interest -- toggle between All, Fun Dive, Course, or Discover Scuba (DSD) to show only divers with a specific interest type.

  • Certification Level -- filter by certification: None, Open Water, Advanced Open Water, Rescue, or Divemaster.

URL Parameters

You can pre-filter the page using URL parameters:

Parameter
Values
Purpose

diverId

Client ID

Pre-fills the search field with this diver

interestFilter

funDive, course, dsd

Pre-selects the interest filter

Viewing Activities

  1. Switch to the Activities tab.

  2. Browse upcoming scheduled activities.

Activity Filters

  • Time Range -- toggle between Today, Next 2 Days, or Next 7 Days to control the date window. The default is 7 days.

  • Activity Type -- toggle between All, Fun Dives, Courses, or Discover Scuba to filter by type.

Each activity card shows the activity name, date, time, type, and current enrollment or participant count.

Assigning a Diver

Desktop (Drag and Drop)

  1. Find the diver in the Unassigned tab.

  2. Drag the diver row.

  3. Drop it onto the target activity card in the Activities panel.

  4. The assignment is saved automatically.

Mobile (Tab-Based)

  1. In the Unassigned tab, select the diver you want to assign.

  2. Switch to the Activities tab.

  3. Find the target activity.

  4. Confirm the assignment.

Assignment Details

Each assignment record includes:

Field
Description

Diver

The client being assigned

Activity

The target activity (course session, fun dive, etc.)

Activity Type

funDive, course, or dsd

Assigned By

The staff member who made the assignment

Assigned At

Timestamp of the assignment

Notes

Optional notes about the assignment

Assignments Summary

The page header includes an Assignments Summary showing the current count of assignments. This updates in real time as you make assignments.

Tips

  • Start your day by checking the Assign Divers page to ensure all clients for today's activities are assigned.

  • Use the Interest filter to quickly match fun divers with fun dive activities and course students with course sessions.

  • Check certification levels before assigning divers to activities that require a minimum certification.

  • Always verify Medical Clearance before assigning a diver to a water activity.

  • Use URL parameters to deep-link to a specific diver's assignment page from client records.

Troubleshooting

Problem
Solution

No divers appear in the unassigned list

Confirm that clients have a registered dive interest or pending booking. Clients without an interest type do not appear.

No activities appear

Check the date range filter. Activities outside the selected time window are not shown. Ensure activities are scheduled in the Course Manager or dive trip system.

Drag and drop not working

Drag and drop requires a desktop browser. On mobile devices, use the tab-based assignment workflow.

Diver already assigned

A diver who has been assigned no longer appears in the unassigned list. Check the activity's participant list to confirm the assignment.

Activity shows full capacity

The activity has reached its max participants limit. Increase the limit on the activity or assign the diver to a different activity.

Next Steps

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