FAQ

 
 

How to edit customer profile?

 

If you are on the main Customers page, in order to edit the record, click on the name of the selected customer.

Clicking the link will move to the customer profile.

In the profile you will see fields that you have already filled in when adding customer and many additional fields.

General tab

In the General tab there is an accordance with several tabs.

The first tab is "Personal Details" where you can complete the profile with detailed data, such as date of birth, place of birth, occupation, diver's number, how the customer has reached your company, etc.

The second tab contains information about "Diving Experience". The issued certificates and supplemented information about the number of dives performed can be added here.

The third tab "Address Information" allows you to supplement his address and contact details.

The fourth tab "In Case of Emergency" contains fields that may be necessary during an unfortunate dive accident or in the event that it is necessary to contact an authorized person.

The fifth tab "Discounts" allows you to define discounts for certain services, ie Expeditions, Courses, Servicing, Rental.

The last tab "Others" allows you to enter any information that will be visible only to you and people with access to this section.

Expeditions tab

In the Expeditions tab you will find stories about all expeditions from which the customer has participated or intends to participate in your dive center.

The table contains information such as: Number, Expedition Title, Date of the expedition, Payment and Status.

The Number is automatically assigned in the order in which the customer participated in the expedition.

Payment contains two pieces of information. The first digit indicates what amount has been paid by the customer (direct / online payment), and the second amount means the total amount.

Payments marked in red have not been made, and payments marked in blue indicate a fully paid service.

The Status provides information on whether the customer has already participated in the expedition (Completed marked in blue), or is currently waiting for expeditions (Upcoming marked in red).

Clicking on the name of the expedition will open the pop-up window. This window will display details related to the expedition.

It's also possible to specify a one-off discount and to register the payment that has actually been paid.

Courses tab

In the Courses tab you will find stories about all courses from which the customer has participated or intends to participate in your dive center

The table contains information such as the Number, Title of the course, Date of the course, Payment and Status.

The Number is automatically assigned in the order in which the customer participated in the course.

Payment contains two pieces of information. The first digit indicates what amount has been paid by the customer (direct / online payment), and the second amount means the total amount.

Payments marked in red have not been made, and payments marked in blue indicate a fully paid service.

The Status provides information on whether the customer has already participated in the course (Completed marked in blue), or is currently waiting for the course (Upcoming marked in red).

Clicking on the course name will open pop-up window. In this window, details related to the given course will appear.

It is also possible to specify between a one-off discount and to register the payment that has already been paid.

Rental tab

In the Rental tab you will find stories about all the rental services that the customer has used in your company.

The table contains information such as Number, Rental Date, Return Date, Amount of Items Hired, Amount and Status.

The Number is automatically assigned in the order in which the customer used the rental.

Items contain information on how many items have been borrowed during one service, and clicking on this field will open pop-up window. This window will display the details related to the rented equipment.

Amount contains two pieces of information. The first digit indicates what amount has been paid by the customer (direct / online payment), and the second amount means the total amount.

Payments marked in red have not been made, and payments marked in blue indicate a fully paid service.

The Status provides information on whether the borrowed equipment was currently returned or in use.

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