Divers
Divers is your guest file: one profile per person, kept across all their trips. Guests fill most of it themselves from their trip portal; your team completes or corrects it here.
Find a guest
Section titled “Find a guest”The list shows each Guest, their Next trip, the state of their Profile & waivers, their certification (Diving), their Balance, a satisfaction Rating, their cabin and group.
Use the tabs at the top:
| Tab | Shows |
|---|---|
| All | Every guest |
| Next 30 days | Guests sailing in the next 30 days |
| Profile to complete | Guests with an upcoming trip whose profile is not filled in yet |
| Self-registered | Guests who signed up through your registration link |
| Not happy | Guests marked as not happy |
Filters narrow the list further: Trip, certification level, nationality, Profile Completed, Satisfaction, Group, Self-registered, Balance Due. You can also find a guest from the search field at the top of any page, by name, email, phone, passport number or nationality.
What a profile holds
Section titled “What a profile holds”Open a guest to see, in this order: who they are and what is next, Passport & documents, Diving, Health, diet & insurance, Emergency contact & travel, Team notes & satisfaction and Portal status. The Waivers tab lists, for each of their bookings, the waivers and their progress.
When you edit a guest, the sections are: Personal Details, Passport, Diving Certification, Nitrox Certification, Dietary Preference, Medical Conditions, Diving Insurance, Emergency Contact, Pre-Cruise Travel, Post-Cruise Travel and Group & Notes. The Internal notes are for your team only.
Get a guest to complete their profile
Section titled “Get a guest to complete their profile”-
Open the guest.
-
Click Send forms (or Resend forms if they already received them). Check the Send to email address, then click Send. The guest receives the link to their trip portal: profile form and waivers on one page.
-
From the list, the Actions menu of a guest also offers Send Portal via Email, Send Portal via WhatsApp and Copy Portal URL, to paste the link anywhere.
Once a guest has submitted their profile, it counts as complete. If something is missing or wrong and you want them to go through it again, choose Reopen Profile in the guest’s Actions menu: the profile is marked as not submitted, and the guest resubmits it from their trip portal.
To have a guest sign a waiver again, open the Waivers tab, click Reset on the booking, choose the Waivers to reset, and optionally email them the portal link. The waiver already signed is kept on file.
Let new guests register themselves
Section titled “Let new guests register themselves”-
On the Divers list, click Registration link.
-
Optional: type a Group (for example the name of a dive club and a month). Everyone who registers through this link gets that group, so you can filter them later.
-
Copy the link and send it.
Each registration creates a new guest marked Self-registered. They are not on any booking yet: you add them to a booking and a cabin yourself.
Guest satisfaction
Section titled “Guest satisfaction”On a guest, Guest satisfaction lets you mark them Happy guest or Not happy (with an optional note), or Clear rating.
