Overview
Client Management in DiverDash helps you maintain relationships with your customers, track their diving journey, and manage their training progress. Whether you're adding a new diver or tracking a student through advanced certifications, this system keeps all customer information organized and accessible.
What You Can Do
Maintain Customer Profiles: Store contact information, emergency contacts, and preferences
Track Diving Progress: Monitor certifications, logged dives, and experience levels
Manage Medical Information: Securely handle medical forms and restrictions
Create Registration Links: Generate online forms for easy customer onboarding
Monitor Activity: Track course enrollments, trip bookings, and equipment rentals
Complete Client Management Guide
Getting Started
Client Profiles - Create and manage customer profiles
Client Onboarding - Streamline the new customer process
Registration Links - Create online signup forms
Client Types - Organize your customer base
Daily Operations
Client Data - Update and maintain customer records
Progress Tracking - Monitor training and certification advancement
Medical Information Management - Handle health forms and restrictions
Key Concepts
Client Profiles: Complete customer records with contact, medical, and diving informationRegistration Links: Online forms that allow customers to sign up themselvesProgress Tracking: Monitoring a customer's advancement through training programsMedical Forms: Required health and safety documentationActivity History: Complete record of courses, trips, and rentals
Common Workflows
New Customer: Registration Link → Profile Creation → Medical Forms → Course Enrollment
Returning Customer: Profile Update → New Course/Trip Booking → Progress Tracking
Medical Renewal: Medical Form Expiry Alert → New Form Collection → Profile Update
Navigation
Access client management through:
Clients: Main client database and search (
/clients)Dashboard: Quick client actions and recent activity
Course/Trip Booking: Access client profiles during enrollment
Client Categories
Course Participants: Students enrolled in training programs
Certified Divers: Customers with existing certifications
Trip Customers: Divers booking fun dives or trips
Equipment Renters: Customers renting gear
Inactive Clients: Former customers or leads
Integration
Client management integrates with:
Diving & Trips - Student enrollment and progress
Equipment & Rentals - Rental history and preferences
Financial Management - Billing and payment history
Staff Management - Instructor assignments and communication
Need Help?
New to client management? Start with Client Profiles
Setting up online registration? See Registration Links
Medical form issues? Check Medical Information Management
Data organization problems? Review Client Data
Onboarding process questions? See Client Onboarding
Progress tracking issues? Check Progress Tracking
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