Customer Onboarding

Settings > Customer Onboarding

Customer Onboarding

Configure the client self-registration experience to collect the right information from new clients.

Navigate to Settings > Customer Onboarding to manage your onboarding configuration.

Prerequisites

• You must be logged in with company settings write permission.

• Your company profile should be set up before configuring onboarding.

Overview

Customer onboarding settings control what new clients see and fill out when they register with your dive center. A well-configured onboarding flow collects the information you need while keeping the process smooth for clients.

This page lets you customize questionnaires, define required fields, and set what information new clients must provide.

Customizing Onboarding Questionnaires

Questionnaires gather specific information during client registration.

Editing a Questionnaire

1. Navigate to Settings > Customer Onboarding.

2. Review the existing questionnaire sections.

3. Add, remove, or reorder questions as needed.

4. For each question, configure:

   • Question text -- What the client sees.

   • Field type -- Text, dropdown, checkbox, date, etc.

   • Required -- Whether the client must answer before proceeding.

5. Click Save to apply changes.

Setting Required Fields

Control which fields are mandatory during registration.

Configuring Required Fields

1. Navigate to Settings > Customer Onboarding.

2. Locate the Required Fields section.

3. Toggle fields between required and optional:

   • Name -- Always required.

   • Email -- Always required.

   • Phone -- Optional or required.

   • Date of Birth -- Optional or required (often needed for dive certifications).

   • Emergency Contact -- Optional or required.

   • Medical Information -- Optional or required (recommended for dive operations).

4. Click Save.

Configuring Client Information Requirements

Define additional information blocks that new clients must complete.

This may include:

• Medical clearance acknowledgment -- Required for diving activities.

• Certification details -- Existing dive certifications and agency.

• Experience level -- Self-reported diving experience.

• Waiver acceptance -- Liability waiver or terms of service.

Setting Up Information Requirements

1. Navigate to Settings > Customer Onboarding.

2. Locate the Information Requirements section.

3. Enable or disable each information block.

4. Customize the content and instructions for each block.

5. Click Save.

Tips

• Keep the onboarding form as short as possible. Ask only for what you truly need at registration. You can collect more details later.

• Always require medical information if your center offers diving activities. This is critical for safety.

• Test the onboarding flow yourself. Navigate through it as a client would to check for clarity and usability.

• Review your onboarding configuration seasonally. Update it if your requirements change.

Related Pages

• Settings Overview

• Company Settings

• Clients

Troubleshooting

Issue	Cause	Solution
Clients cannot complete registration	Required field configuration error	Review required fields and ensure all are valid and answerable.
Questionnaire not appearing	Onboarding not enabled or no questions configured	Add at least one question and ensure the onboarding flow is enabled.
Client data missing after registration	Field not marked as required	Mark the field as required in the onboarding settings.
Changes not reflected for new clients	Browser or application cache	Clear the cache or wait a few moments. Changes apply to new registrations only.