Quick Start Guide
Getting Started > Quick Start Guide
Quick Start Guide
Get your dive center operational in DiverDash with this focused checklist. Follow these steps in order and you will be ready to manage clients, courses, and finances the same day.
Prerequisites
Before you begin, make sure you have:
A DiverDash account with onboarding completed (see First-Time Setup)
Super Admin or Admin access
Your dive center business details on hand
Overview
This guide covers the five essential setup tasks, followed by a daily operations reference. Each task links to deeper documentation where available.
Setup Checklist
1. Complete Your Company Profile
Navigate to Settings > Company and fill in all fields.
Business name, address, phone number, and email.
Currency and regional preferences.
Upload your company logo if available.
This information appears on invoices, payslips, and client-facing documents.
2. Set Up Your Team
Navigate to Settings > Team > Users to invite staff members.
Click Add User to create an invitation.
Enter their name, email address, and assign a role.
Available default roles include Admin, Manager, and User.
Create custom roles under Settings > Team > Roles if needed.
Each team member receives an email with a link to set up their account.
3. Review Course Products
Navigate to Courses & Diving > Course Products to review auto-generated courses.
For each course product, verify:
Course name and description.
Pricing.
Course components (theory, pool, open water).
Component rates for instructor pay calculations.
Add any custom courses your center offers that were not auto-generated.
4. Add Rental Equipment
Navigate to Rentals > Add Equipment to build your rental inventory.
For each item, enter:
Equipment name and type.
Quantity available.
Rental rate (daily, per dive, or custom).
Condition and serial number (optional).
5. Add Retail Products
Navigate to Retail > Add Product to add items you sell.
For each product, enter:
Product name and description.
SKU or identifier (optional).
Price.
Stock quantity.
Daily Operations Quick Reference
Once setup is complete, here are the tasks you perform regularly.
Adding a New Client
Navigate to Clients > Add Client.
Enter the client name, email, phone, and any relevant details.
Click Save.
Alternatively, share a Registration Link from Clients > Registration Links so clients can self-register.
Scheduling a Course
Navigate to Courses & Diving > Course Manager.
Click Add Course to create a new course instance.
Select the course product, set dates, and assign an instructor.
Enroll students from your client list.
Creating a Rental
Navigate to Rentals > Rental Bookings.
Click Add Booking to create a new rental.
Select the client, equipment items, dates, and rates.
Save the booking.
Recording a Transaction
Navigate to Finance > Transactions > Add Transaction.
Select the transaction type and enter the details.
Assign the correct accounts from your chart of accounts.
Save the transaction.
Running Payroll
Navigate to Payroll > Pay Periods and select the current period.
Review time entries, commissions, and course earnings.
Generate a payroll run from the Payroll Dashboard.
Approve and finalize payslips.
Tips
Complete Steps 1 and 2 on your first day. The remaining steps can be spread over your first week.
Use the Dashboard as your daily starting point. It provides an overview of activity across your center.
Set up Registration Links early to let clients self-register and save time on data entry.
Review Finance > Chart of Accounts to familiarize yourself with the default account structure before recording transactions.
Troubleshooting
Cannot see Finance or Settings menus
Your role may not have the required permissions. Ask your Super Admin to check your role assignments under Settings > Team > Roles.
Course products list is empty
Confirm that agency selection was completed during onboarding. See First-Time Setup.
Invited user did not receive email
Verify the email address is correct. Ask them to check spam/junk folders. Resend the invitation from Settings > Team > Users.
Related Pages
First-Time Setup -- Onboarding and agency configuration.
Navigating DiverDash -- Learn the interface layout.
Logging In -- How to sign in.
Next Steps
Learn to Navigate DiverDash to understand the sidebar menu and find every feature.
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