Customers
Manage your customer database, track diving certifications, and maintain customer relationships.
The Customers module is your comprehensive customer relationship management (CRM) system, designed specifically for dive centres to track customer information, certifications, and diving history.
Customer Profiles
Basic Information
- Personal Details: Name, contact information, date of birth
- Emergency Contacts: Important emergency contact information
- Medical Information: Medical conditions and medications
- Diving Experience: Previous diving experience and comfort level
- Preferences: Preferred dive sites, equipment, and communication preferences
Diving Certifications
- Certification Tracking: All diving certifications and levels
- Certification Dates: Issue dates and expiration dates
- Certifying Agencies: PADI, SSI, NAUI, and other agencies
- Instructor Information: Who issued each certification
- Digital Copies: Store digital copies of certification cards
Medical Information
- Medical Forms: Track completion of medical questionnaires
- Medical Conditions: Document relevant medical conditions
- Medications: Current medications that may affect diving
- Medical Clearance: Doctor's clearance for diving
- Emergency Information: Allergies and emergency procedures
Customer Management
Adding New Customers
- Basic Information: Enter name, email, and phone number
- Medical Assessment: Complete medical questionnaire
- Certification Details: Add existing certifications
- Emergency Contacts: Provide emergency contact information
- Preferences: Set communication and diving preferences
Customer Search and Filtering
- Quick Search: Search by name, email, or phone number
- Advanced Filters: Filter by certification level, experience, or location
- Tagging System: Tag customers for easy categorization
- Recent Activity: View recent customer interactions
- Booking History: Access complete booking history
Customer Communication
- Email Integration: Send emails directly from the system
- SMS Notifications: Send text message reminders and updates
- Automated Messages: Set up automated booking confirmations
- Newsletter Management: Manage email newsletter subscriptions
- Feedback Collection: Gather and track customer feedback
Certification Management
Certification Tracking
- Multiple Agencies: Support for all major certifying agencies
- Expiration Alerts: Automatic alerts for expiring certifications
- Upgrade Tracking: Track certification progression
- Digital Storage: Store digital copies of certification cards
- Verification: Verify certification authenticity
Certification Levels
- Beginner Levels: Discover Scuba, Open Water Diver
- Advanced Levels: Advanced Open Water, Rescue Diver
- Professional Levels: Divemaster, Instructor certifications
- Specialty Certifications: Specialty diving certifications
- Continuing Education: Track ongoing education and training
Booking Integration
Booking History
- Complete History: All past bookings and trips
- Trip Details: Specific details about each dive trip
- Equipment Used: Track equipment used on each trip
- Instructor Notes: Notes from instructors about performance
- Photos and Videos: Store trip photos and videos
Future Bookings
- Upcoming Trips: View scheduled future bookings
- Waitlist Management: Manage waitlists for popular trips
- Preference Matching: Match customers to suitable trips
- Group Bookings: Manage group and family bookings
- Special Requirements: Track special needs and requirements
Customer Analytics
Customer Insights
- Booking Patterns: Analyze customer booking behavior
- Preference Analysis: Understand customer preferences
- Satisfaction Tracking: Monitor customer satisfaction scores
- Loyalty Metrics: Track customer loyalty and retention
- Revenue Analysis: Analyze customer lifetime value
Reporting
- Customer Reports: Generate customer activity reports
- Certification Reports: Track certification statistics
- Medical Reports: Monitor medical form compliance
- Communication Reports: Track communication effectiveness
- Export Capabilities: Export customer data for analysis
Data Management
Data Security
- Encryption: All customer data is encrypted
- Access Control: Role-based access to customer information
- Audit Trail: Track all access and changes to customer data
- GDPR Compliance: Ensure compliance with data protection regulations
- Backup Systems: Regular backup of customer data
Data Import/Export
- Bulk Import: Import customer data from spreadsheets
- Export Options: Export customer data in various formats
- Data Migration: Migrate data from other systems
- Backup and Restore: Regular backup and restore capabilities
- Data Validation: Validate data integrity and completeness
Best Practices
Customer Service
- Regular Communication: Keep in touch with customers regularly
- Personalized Service: Use customer preferences for personalized service
- Follow-up: Follow up after trips and courses
- Feedback Collection: Regularly collect and act on customer feedback
- Relationship Building: Build long-term relationships with customers
Data Management
- Regular Updates: Keep customer information current
- Data Validation: Regularly validate customer data
- Security Awareness: Train staff on data security
- Backup Procedures: Follow regular backup procedures
- Compliance Monitoring: Monitor compliance with regulations