Quick Start Guide
Get your dive center operational in DiverDash within 30 minutes. This guide focuses on the essential tasks you need to complete immediately after onboarding to start managing your daily operations.
Summary
A 30-minute checklist to configure Company settings, invite your Team, review Course Products, add core Rental Equipment, and start daily operations using the actual in-app navigation.
Prerequisites
Before starting this guide, ensure you have:
Completed the initial onboarding process (agency selection)
Access to your DiverDash dashboard
Your business information ready (contact details, tax info)
A list of current staff members and their roles
30-Minute Setup Checklist
⏱️ 5 Minutes: Complete Company Profile
Navigate to Settings → Company → Details
Add essential business information:
Complete business address
Phone number and email
Upload your company logo
Add business description
Configure tax settings in the Tax tab:
Add tax ID numbers
Set default tax rates
Configure regional settings
⏱️ 10 Minutes: Set Up Your Team
Go to Settings → Team → Users
Add your key staff members:
Click + Add User
Enter email addresses
Assign roles:
Admin: Full system access
Manager: Operational management
User: Day-to-day operations
Staff will receive email invitations to activate their accounts
⏱️ 5 Minutes: Review Your Courses
Navigate to Diving & Trips → Course Products
Review automatically added courses from your agency selection
Quick course setup:
Verify course names and descriptions
Add pricing information
Set course duration
Mark active courses
⏱️ 10 Minutes: Add Essential Equipment
Go to Rentals → Equipment
Add your most rented items first:
BCDs (various sizes)
Regulators
Wetsuits (size ranges)
Masks, fins, snorkels
For each item, set:
Rental rate per day
Equipment condition
Availability status
Daily Operations Quick Reference
Adding a New Client
Clients → Add Client
Fill in basic information:
Name and contact details
Certification level
Emergency contact
Save and assign to courses/trips as needed
Scheduling a Course
Diving & Trips → Calendar (New)
Click on desired date
Select course type
Add instructor and participants
Set location and time
Equipment Check-Out (coming soon)
Rentals → Rental Bookings
Create new booking
Select client and equipment
Set rental period
Process payment if required
Essential Settings Configuration
Payment Processing
Settings → Company → Payments
Configure payment methods:
Credit/debit cards
Cash
Bank transfers
Set payment terms and policies
Client Registration Links
Clients → Registration Links
Create registration link for online client signup
Customize onboarding questions in Settings → Customer Onboarding
Share link on your website or social media
Financial Accounts
Finance → Accounts
Review default Chart of Accounts
Add any missing accounts specific to your business
Configure bank account connections if available
Key Features to Explore Next
Advanced Scheduling
Calendar (New): Day/Week/Month views for faster scheduling
Dive Planner: Plan multi-day dive trips
Assign Divers: Manage instructor and divemaster assignments
Calendar Integration: Sync with external calendars
Reporting and Analytics
Reports → Financial: Revenue and expense reports
Reports → Operations: Course completion and equipment utilization (coming soon)
Dashboard metrics: Monitor key performance indicators (coming soon)
Client Management
Registration Links: Automated client onboarding
Progress Tracking: Monitor certification progress (coming soon)
Communication: Email templates and notifications (coming soon)
Troubleshooting Common Setup Issues
Can't Add Staff Members
Check email addresses for typos
Verify role permissions - you need User Management permissions
Check spam folders - invitation emails might be filtered
Courses Not Showing
Confirm agency selection was completed during onboarding
Check course status - ensure courses are marked as active
Verify permissions - you need Course Management access
Equipment Rental Issues
Check equipment availability status
Verify rental rates are set
Ensure equipment condition is marked as available
Next Steps After Quick Setup
Import existing client data if migrating from another system
Train staff on their specific areas of the system
Customize client onboarding forms for your specific needs
Getting Help
Onboarding Checklist: Monitor progress with the dashboard checklist
In-App Support: Use the Support link in the sidebar
Email Support: Contact [email protected]
Documentation: Access detailed guides for specific features
You're now ready to start managing your dive center operations with DiverDash! 🚀
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