Getting Started
Welcome to DiverDash! This comprehensive guide will help you set up your account and get familiar with the platform's core features. DiverDash is designed to streamline your dive center operations from client management to financial tracking.
What You'll Learn
How to access and set up your DiverDash account
Complete the initial onboarding process
Navigate the main dashboard and sidebar
Configure essential company settings
Set up your team and user accounts
Summary
Set up DiverDash quickly by completing onboarding, configuring company settings, inviting your team, and preparing courses, equipment, and retail products using the exact in-app navigation labels.
Audience & Prerequisites
Audience: Owners, managers, or admins setting up a new DiverDash workspace
Prerequisites: Access to
beta.diverdash.comand an email address for sign-in
Accessing DiverDash
DiverDash is a web-based application accessible from any modern browser. For the best experience, we recommend using the latest versions of Chrome, Firefox, Safari, or Edge.
To access DiverDash:
Open your web browser
Navigate to beta.diverdash.com
You'll see the DiverDash welcome page with options to Sign In or Create Account
Creating Your Account
If you're new to DiverDash, you'll need to create an account:
Click "Create Account" on the welcome page
Fill in your information:
First Name and Last Name
Email address (this will be your login)
Password (minimum 8 characters)
Company Name
Click "Create account" - the system will set up your account with default business settings
Wait for setup completion - DiverDash automatically configures:
Chart of Accounts
Default payment methods
Expense categories
Payment method mappings
Continue to Login when prompted
First Login and Onboarding
After creating your account, you'll be guided through a one-time onboarding process:
Step 1: Agency Selection
Choose your primary diving agency (PADI, NAUI, SSI, etc.)
This determines which default courses are added to your system
Select "Other" if your agency isn't listed
Step 2: Subscription Plan (Optional)
Choose a subscription plan if prompted
You can skip this step and configure billing later
Step 3: Automatic Setup
DiverDash sets up default courses based on your agency selection
Creates initial system configuration
Prepares your dashboard
Exploring Your Dashboard
Once onboarding is complete, you'll arrive at your main Dashboard featuring:
Key Metrics Cards
Total Dives: Overview of diving activity
Active Clients: Current customer count
Monthly Revenue: Financial performance snapshot
Equipment Utilization: Rental equipment status
Onboarding Checklist
Look for the checklist icon in the top-right corner of your dashboard. This tracks your setup progress:
✅ Select Primary Agency (completed during onboarding)
⭕ Review/Add Courses
⭕ Add Equipment
⭕ Configure Company Settings
⭕ Invite Staff Members
Welcome Banner
After completing onboarding, you'll see a welcome message with quick links to:
Add your first staff member
Review your courses
Add equipment inventory
Understanding the Navigation
DiverDash uses a sidebar navigation system located on the left side of your screen:
Main Sections
Dashboard: Overview and key metrics
Clients: Customer management and registration
Finance: Accounts, transactions, and expenses
Diving & Trips: Course management, scheduling, and dive planning
Retail: Product sales and inventory
Rentals: Equipment management and bookings
Staff: Team management, scheduling, and payroll
Reports: Financial and operational reporting
Settings: Company configuration and preferences
Quick Access Features
Each section expands to show relevant subsections. For example:
Clients → All Clients, Add Client, Registration Links
Finance → Accounts, Transactions, Expenses
Settings → Company, Preferences, Team, Integrations
Essential Setup Tasks
1. Configure Company Settings
Navigate to Settings → Company to complete your business profile:
Details Tab:
Company name and legal information
Business address and contact details
Logo upload for professional branding
Tax Tab:
Tax identification numbers
Tax rate configuration
Regional tax settings
Payments Tab:
Payment method preferences
Stripe integration setup
Payment processing configuration
Invoice & Billing Tab:
Invoice templates and branding
Billing preferences
Payment terms
2. Set Up Team Members
Go to Settings → Team to manage your staff:
Users:
Add team members with email invitations
Assign appropriate roles and permissions
Configure access levels
Roles:
Review default roles (Super Admin, Admin, Manager, User)
Create custom roles if needed
Manage permissions for each role (custom roles only)
3. Review and Customize Courses
Visit Diving & Trips → Course Products to:
Download the sample CSV
Populate with your data and import using the bulk upload feature (for testing you can use the upload the sample CSV)
Add custom courses specific to your business
Configure pricing and duration
Set up course requirements
4. Add Equipment Inventory
Navigate to Rentals → Equipment to:
Add rental equipment to your inventory
Set rental rates and availability
Configure maintenance schedules
Track equipment condition
5. Add Retail items
Navigate to Retail → Add Product to:
Add retail items to your account
Use bulk upload feature or add items individually
Next Steps
With your basic setup complete, explore these key features:
Client Management
Add your first clients in the Clients section
Set up Registration Links for online client registration
Configure client onboarding in Settings → Customer Onboarding
Financial Management
Review your Chart of Accounts in Finance → Accounts
Start tracking transactions in Finance → Transactions
Set up expense tracking in Finance → Expenses
Operational Features
Use the Calendar (New) in Diving & Trips → Calendar (New) for scheduling
Plan dive trips with the Dive Planner
Assign divers to courses and trips
Generate reports for business insights
Getting Help
Onboarding Checklist: Use the checklist icon on your dashboard to track setup progress
Support Documentation: Access help through the sidebar Support link
Contact Support: Email [email protected] for assistance
Feature Requests: We welcome feedback and suggestions
Tips for Success
Complete the onboarding checklist - it ensures you have all essential features configured
Start with client data - add your existing customers to build your database
Configure equipment early - this enables rental management from day one
Train your team - invite staff members and assign appropriate roles
Explore gradually - DiverDash has many features; focus on core operations first
Welcome to DiverDash - your comprehensive dive center management solution! 🤿
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