First-Time Setup

Getting Started > First-Time Setup

First-Time Setup

After creating your account, DiverDash walks you through onboarding. You select your dive agency, and the system configures your courses and training programs automatically.

Prerequisites

Before you begin, make sure you have:

  • A DiverDash account (see Creating Your Account)

  • Knowledge of which dive agency your center is affiliated with

Overview

The onboarding process runs once, immediately after registration. It collects essential information about your dive center and uses it to pre-configure the platform. The most important step is selecting your dive agency, which determines the course catalog available to you.

Register --> Select Agency --> Configure Company --> Add Staff --> Ready

Step-by-Step: Complete Onboarding

1. Select Your Dive Agency

The first onboarding screen asks you to choose your primary dive training agency. Supported agencies include:

  • PADI (Professional Association of Diving Instructors)

  • NAUI (National Association of Underwater Instructors)

  • SSI (Scuba Schools International)

  • And other recognized certifying bodies

Select the agency that matches your dive center affiliation. This determines which course products are loaded into your system.

2. Automatic Course Setup

After you select your agency, DiverDash automatically creates course products that match your agency curriculum. For example, selecting PADI loads courses like Open Water Diver, Advanced Open Water, Rescue Diver, and Divemaster.

Each course product includes:

  • Standard course name and description.

  • Default course components (theory, pool sessions, open water dives).

  • Suggested pricing structure.

You can customize all of these later under Courses & Diving > Course Products.

3. Optional Subscription Plan

During onboarding, you may be prompted to select a subscription plan. DiverDash offers a trial period so you can explore the platform before committing.

  • Trial -- Full access for a limited time.

  • Paid Plans -- Ongoing access with all features.

You can manage your subscription at any time from Settings > Billing.

4. Complete Onboarding

Click Continue or Finish to complete the onboarding flow. You are taken to the main Dashboard.

Post-Onboarding Configuration

Once onboarding is complete, take these steps to finish setting up your dive center.

Configure Company Settings

Navigate to Settings > Company to review and update:

  • Company name, address, and contact information.

  • Currency and regional settings.

  • Business details.

Add Team Members

Go to Settings > Team > Users to invite staff. Each user receives an email invitation and you assign them a role that controls their access level.

See the Quick Start Guide for more details on team setup.

Review Courses

Navigate to Courses & Diving > Course Products to review the courses that were auto-created during onboarding. Adjust pricing, descriptions, and components as needed.

Add Equipment

If your center offers equipment rentals, go to Rentals > Add Equipment to start building your inventory.

Tips

  • Select your agency carefully. Changing it later requires manual course reconfiguration.

  • You do not need to complete every setup step immediately. The platform works with minimal configuration.

  • Invite at least one other admin-level user early, so you are not the only person with full access.

Troubleshooting

Issue
Solution

Onboarding screen does not appear

If you skipped onboarding, navigate to Settings > Onboarding to re-run it.

Wrong agency selected

You can manually add or remove course products under Courses & Diving > Course Products. Contact support if you need a full reset.

No courses loaded after agency selection

Refresh the page. If courses still do not appear, check Courses & Diving > Course Products and contact support.

Next Steps

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