Navigating DiverDash
Getting Started > Navigating DiverDash
Navigating DiverDash
DiverDash uses a sidebar navigation layout. Every feature is accessible from the left sidebar. This page explains the full menu structure and how to find what you need.
Prerequisites
Before you begin, make sure you have:
A DiverDash account (see Creating Your Account)
Access to the DiverDash application at beta.diverdash.com
Overview
The interface has three main areas:
Sidebar (left) -- Primary navigation for all features.
Content area (center) -- The main workspace for the current page.
User menu (bottom of sidebar) -- Profile, theme, and logout options.
Some menu items are visible only if your role has the required permissions. If you cannot see a menu item listed below, ask your admin to review your role settings.
Sidebar Navigation Structure
Dashboard
The Dashboard is your home page. It provides an overview of recent activity and key metrics for your dive center.
Overview -- Summary of clients, upcoming courses, financial snapshots, and operational highlights.
Clients
Manage your client database and registration workflows.
All Clients
View, search, and filter your full client list.
Add Client
Create a new client profile manually.
Registration Links
Generate and manage links for client self-registration.
Finance
Track money in, money out, and financial reporting. This section is permission-gated -- only users with finance permissions can see it.
Transactions
View and create financial transactions.
Expenses
Record and manage business expenses.
Deposits
Track client deposits and prepayments.
Reports
Access financial reports and summaries.
Below a Setup separator, you find configuration items:
Chart of Accounts
Manage the account structure used for bookkeeping.
Bank Accounts
Connect and manage bank accounts for reconciliation.
Courses & Diving
Manage training programs, scheduling, and dive operations.
Calendar
Visual calendar of scheduled courses and dive activities.
Course Manager
Create and manage course instances.
Course Products
Define course templates, pricing, and components.
Assign Divers
Assign divers to scheduled dive activities.
Medical Clearance
Review and manage client medical clearance status.
Retail
Manage product inventory and sales.
Dashboard
Retail sales overview and metrics.
Products
View and manage your product catalog.
Add Product
Add a new retail product.
Rentals
Manage equipment inventory and rental bookings.
Equipment
View and manage your rental equipment inventory.
Add Equipment
Add a new piece of rental equipment.
Rental Bookings
Create and manage rental reservations.
Staff
Manage team members and scheduling.
Staff Dashboard
Overview of staff activity and status.
Scheduling
Manage staff schedules and availability.
Payroll
Process payroll and track compensation. This section is permission-gated -- only users with payroll permissions can see most items. All staff members can see My Payroll.
Payroll Dashboard
Overview of current and past payroll runs.
Pay Periods
Define and manage pay period schedules.
Time Entries
Record and review staff hours worked.
Commissions
Track commission earnings for sales and referrals.
Course Earnings
View instructor earnings from course components.
My Payroll
Personal payroll view (visible to all staff). View your own payslips, hours, and earnings.
Operations
Operational tools and programs. This section is permission-gated.
Referral Program
Manage your client referral program and track referrals.
Settings
Configure your DiverDash instance. This section is permission-gated -- only users with admin permissions can access most settings.
Company
Business name, address, currency, and branding.
Preferences
Display and formatting preferences.
Team > Users
Manage team members and invitations.
Team > Roles
Create and configure permission roles.
Onboarding
Re-run or review the onboarding configuration.
Billing
Manage your DiverDash subscription plan.
Dive Sites
Define dive sites used in courses and trips.
Assets
Manage company assets.
Secondary Navigation
At the bottom of the sidebar, above the user menu, you find secondary links:
Support
Opens the documentation site at docs.diverdash.com.
Feedback
Opens the feedback board at diverdash.canny.io where you can request features or report issues.
User Menu
The user menu sits at the very bottom of the sidebar. It displays your name and provides quick access to:
Profile -- View and edit your personal profile information.
Theme Toggle -- Switch between light and dark mode.
Logout -- Sign out of DiverDash.
Tips
The sidebar collapses on smaller screens. Tap the menu icon to expand it.
Use the Dashboard as your daily starting point. It surfaces the most important information.
If a menu item is missing, it is likely hidden by your role permissions. Contact your admin.
Bookmark frequently used pages in your browser for faster access.
Troubleshooting
Menu item not visible
Your role may lack the required permissions. Ask an admin to check Settings > Team > Roles.
Sidebar not appearing on mobile
Tap the hamburger menu icon at the top of the screen to open the sidebar.
Page loads but content is empty
You may be looking at a section with no data yet. Follow the Quick Start Guide to add initial data.
Related Pages
Quick Start Guide -- Set up essential features.
Creating Your Account -- Registration steps.
Account Security -- Session and access information.
Next Steps
Explore the Dashboard to see your dive center's key metrics and daily overview.
Last updated