Pinned
Completed
Required Forms
We require the Privacy Policy from students. But we onyl need it once. If the client registers for a Night class, and a Deep class, and a Navigation class, they each can share the same Privacy Policy. We do not need it completed three times. Not sure how you have it setup now but figured I’d mention this.
Henry Schultz 10 days ago
forms
Pinned
Completed
Required Forms
We require the Privacy Policy from students. But we onyl need it once. If the client registers for a Night class, and a Deep class, and a Navigation class, they each can share the same Privacy Policy. We do not need it completed three times. Not sure how you have it setup now but figured I’d mention this.
Henry Schultz 10 days ago
forms
Pinned
Schedules for completion of Required Forms
Can we get a time option for when the form needs to be completed? For example the Open Water class… upon completion of the class we need the student to sign the Completion Record Form. Would be good to have this form arrive in their profile AFTER the last dives are complete. We do not want them signing the document that dives were completed etc before they arrive to us. And then some sort of emailed notification to the diver “A new form has arrived to your profile that needs your signature. Please click the link below to complete.” Or something like that in wording. So we have a tick box to require a form before a booking is confirmed. Maybe add another tick box to add the form after excursion is complete. Note: I said signed after excursion and not after reservation is complete because maybe they complete the class with us and stay for another coupel days of diving. We need them signed and certified for the upcoming days. So day one and day two is class. After day two the form is released to the profile. Then they dive with us day 3+ as a certified diver or as a Deep Diver, etc.
Henry Schultz 10 days ago
forms
Pinned
Schedules for completion of Required Forms
Can we get a time option for when the form needs to be completed? For example the Open Water class… upon completion of the class we need the student to sign the Completion Record Form. Would be good to have this form arrive in their profile AFTER the last dives are complete. We do not want them signing the document that dives were completed etc before they arrive to us. And then some sort of emailed notification to the diver “A new form has arrived to your profile that needs your signature. Please click the link below to complete.” Or something like that in wording. So we have a tick box to require a form before a booking is confirmed. Maybe add another tick box to add the form after excursion is complete. Note: I said signed after excursion and not after reservation is complete because maybe they complete the class with us and stay for another coupel days of diving. We need them signed and certified for the upcoming days. So day one and day two is class. After day two the form is released to the profile. Then they dive with us day 3+ as a certified diver or as a Deep Diver, etc.
Henry Schultz 10 days ago
forms
Client Waivers
Do we have some sort of notice to send when waivers are not signed? I am seeing many of our divers are nto signing the waivers. This is not new its always a challenge but hopeful we can have some sort of automation to keep pestering them until they are complete. Alternatively we can maybe send notifications to the boat staff when waivers are not signed, and give them some sort of direct link that clients can use right on the boat? My staff dont carry unlimited minutes of data on the phone however. In Mexico phone data is expensive so I know my guys wont be hapyp about using their phone to complete client forms. But if we can maybe send notice to the staff, the staff can make clients use thier own phones.
Henry Schultz 8 minutes ago
Client Waivers
Do we have some sort of notice to send when waivers are not signed? I am seeing many of our divers are nto signing the waivers. This is not new its always a challenge but hopeful we can have some sort of automation to keep pestering them until they are complete. Alternatively we can maybe send notifications to the boat staff when waivers are not signed, and give them some sort of direct link that clients can use right on the boat? My staff dont carry unlimited minutes of data on the phone however. In Mexico phone data is expensive so I know my guys wont be hapyp about using their phone to complete client forms. But if we can maybe send notice to the staff, the staff can make clients use thier own phones.
Henry Schultz 8 minutes ago
Additional Divers
Early returns on reservations is guests are slow to complete their forms. This is not uncommon. The problem now is its slowed down even more because by the time to go to enter their data its so late and they have to share links to friends last minute. Just thinking here if there is a better way (better= faster, more responsive) to get the name and email of all divers. Just thinking out loud here and maybe you or others have an idea. My first thought is to add something with the credit card form or “required for confirmation” type form that is simply collecting name and email for all divers that are not minors. Then have that auto-populate the name/email to send out reuests for signatures and cert card, etc. But open to any better ideas out there.
Henry Schultz about 2 hours ago
Additional Divers
Early returns on reservations is guests are slow to complete their forms. This is not uncommon. The problem now is its slowed down even more because by the time to go to enter their data its so late and they have to share links to friends last minute. Just thinking here if there is a better way (better= faster, more responsive) to get the name and email of all divers. Just thinking out loud here and maybe you or others have an idea. My first thought is to add something with the credit card form or “required for confirmation” type form that is simply collecting name and email for all divers that are not minors. Then have that auto-populate the name/email to send out reuests for signatures and cert card, etc. But open to any better ideas out there.
Henry Schultz about 2 hours ago
Confirmed
I think we need a way to force a confirmed reservation. We have clients that pay by bank transfer or Venmo and do not need to complete a credit card auth. Once we have payment I would like to move reservation to confirmed.
Henry Schultz 2 days ago
Confirmed
I think we need a way to force a confirmed reservation. We have clients that pay by bank transfer or Venmo and do not need to complete a credit card auth. Once we have payment I would like to move reservation to confirmed.
Henry Schultz 2 days ago
Languages
Would it be possible for estimates and forms to be in multiple languages? OR does the browser switch them to spanish automatically? We are primarily 90% english, but we do have a portion of our clients that do not speak english. So I am curious how sending them our automated messages for estimates and other notices will work for them.
Henry Schultz 2 days ago
Languages
Would it be possible for estimates and forms to be in multiple languages? OR does the browser switch them to spanish automatically? We are primarily 90% english, but we do have a portion of our clients that do not speak english. So I am curious how sending them our automated messages for estimates and other notices will work for them.
Henry Schultz 2 days ago
Completed
Stripe
It charged the invoice dollar amount as peso. Need to get it to charge the Mexican Stripe account in dollars. Stripe does have a setting that allows this.
Henry Schultz 2 days ago
Completed
Stripe
It charged the invoice dollar amount as peso. Need to get it to charge the Mexican Stripe account in dollars. Stripe does have a setting that allows this.
Henry Schultz 2 days ago
Two-Person signature forms
Need to be able to assing them to a class. I saw it in the client sprofile to send it to them, and it asked for the instructor name at the same time. This is not ideal. If they book today for a class for next week, I will not know who the instructor will be. Ideally when the client reserves a class, say OW, the OW Completion form loads in their profile. Even better if is not available until AFTER the class completes. Class completes June 1 at 6pm, at 6:01 we can make the form active and send client a notification to log in and sign their record form. After client signs, office gets notified the form is ready, and THEN we assign the instructor for their signature.
Henry Schultz 3 days ago
Two-Person signature forms
Need to be able to assing them to a class. I saw it in the client sprofile to send it to them, and it asked for the instructor name at the same time. This is not ideal. If they book today for a class for next week, I will not know who the instructor will be. Ideally when the client reserves a class, say OW, the OW Completion form loads in their profile. Even better if is not available until AFTER the class completes. Class completes June 1 at 6pm, at 6:01 we can make the form active and send client a notification to log in and sign their record form. After client signs, office gets notified the form is ready, and THEN we assign the instructor for their signature.
Henry Schultz 3 days ago
Confirm Reservation
We have it in 3 sections now. Required “click to confirm” default from software My “payment options” check marked as required My credit auth check marked as required. Would be ideal if we can combine these into a single requirement and not three separate requirements.
Henry Schultz 3 days ago
Confirm Reservation
We have it in 3 sections now. Required “click to confirm” default from software My “payment options” check marked as required My credit auth check marked as required. Would be ideal if we can combine these into a single requirement and not three separate requirements.
Henry Schultz 3 days ago
Completed
Forms
This one might be a duplicate from earlier. Need office notifcations for forms. So when a student completes it, we get an email telling us to process the paperwork.
Henry Schultz 3 days ago
Completed
Forms
This one might be a duplicate from earlier. Need office notifcations for forms. So when a student completes it, we get an email telling us to process the paperwork.
Henry Schultz 3 days ago
Team WahtsApp / Emails
Checking status on this. Once we have this operational it will allow me to fully abandon Google Calendar. Ideal situation for me is probably one automated message per night. I can set the time whenever I want 12 nooon or 9pm whatever. A single message to each staff member of the responsibilities for tomorrow. In addition to the auto message, we should have a way to push out any additional messages needed in case of late changes to the calendar. Maybe best if we can automate this. So example we add +1 new diver to a boat, that Captain and DM get a notification of the diver, the bodega gets the update, and tank guy gets update. Messages I want my staff to receive - Captain Boat Name Departure time Dive Staff on the boat All clients on the boat Pick up locations / total divers per pier / name of divers Tank count for the boat Divemaster Boat name Departure time Captain / other dive staff on the boat All clients for this Divemaster only Pier pickup locations Equipment of each diver Tank count for the boat Instructor Boat Name / Location Departure time / Start time Captain / other sive staff on the boat Class to be taught Students Student equipment Tank count for the boat Bodeguero Every diver / equipment for the day Time / Location for each diver Staff to meet at each location (Captain, Divemaster, Instructor) Tanks Total tank count for the day Delivery location for tanks We have three marinas - Abrigo, Fonatur, Caleta. We can assign this by boat. Odana boat is in Caleta, Caribe Paradise boat is in Fonatur, etc. So if Odana needs 12 tanks, staff is given roster for 12 tanks in Caleta. Time of tank delivery (morning, afternoon, night). This also tells them when to return to get the empties. Meaning if they drop 10 tanks at Caleta for 12pm, they know to return for empties 6pm.
Henry Schultz 3 days ago
Team WahtsApp / Emails
Checking status on this. Once we have this operational it will allow me to fully abandon Google Calendar. Ideal situation for me is probably one automated message per night. I can set the time whenever I want 12 nooon or 9pm whatever. A single message to each staff member of the responsibilities for tomorrow. In addition to the auto message, we should have a way to push out any additional messages needed in case of late changes to the calendar. Maybe best if we can automate this. So example we add +1 new diver to a boat, that Captain and DM get a notification of the diver, the bodega gets the update, and tank guy gets update. Messages I want my staff to receive - Captain Boat Name Departure time Dive Staff on the boat All clients on the boat Pick up locations / total divers per pier / name of divers Tank count for the boat Divemaster Boat name Departure time Captain / other dive staff on the boat All clients for this Divemaster only Pier pickup locations Equipment of each diver Tank count for the boat Instructor Boat Name / Location Departure time / Start time Captain / other sive staff on the boat Class to be taught Students Student equipment Tank count for the boat Bodeguero Every diver / equipment for the day Time / Location for each diver Staff to meet at each location (Captain, Divemaster, Instructor) Tanks Total tank count for the day Delivery location for tanks We have three marinas - Abrigo, Fonatur, Caleta. We can assign this by boat. Odana boat is in Caleta, Caribe Paradise boat is in Fonatur, etc. So if Odana needs 12 tanks, staff is given roster for 12 tanks in Caleta. Time of tank delivery (morning, afternoon, night). This also tells them when to return to get the empties. Meaning if they drop 10 tanks at Caleta for 12pm, they know to return for empties 6pm.
Henry Schultz 3 days ago
Guest 1, Guest 2....
We want to client to be forced to enter names on the guests. And also emails. Names are required in case our Port Captain asks for records of who was on our boat. We need all the names. Emails we want for marketing purposes. Rigth now we reserve a boat for 6 divers, we only get one email from the person who made the reservation. Ultimately we want the email from all 6 divers so we can market to them in the future.
Henry Schultz 3 days ago
Guest 1, Guest 2....
We want to client to be forced to enter names on the guests. And also emails. Names are required in case our Port Captain asks for records of who was on our boat. We need all the names. Emails we want for marketing purposes. Rigth now we reserve a boat for 6 divers, we only get one email from the person who made the reservation. Ultimately we want the email from all 6 divers so we can market to them in the future.
Henry Schultz 3 days ago
Completed
Form Title Change Not Syncing
I have changed the form name from 'liab form sep test' to the official name in the documents requirements tab, but this name is not syncing in the guest facing trip hub.
Jeroen Scheper 3 days ago
Completed
Form Title Change Not Syncing
I have changed the form name from 'liab form sep test' to the official name in the documents requirements tab, but this name is not syncing in the guest facing trip hub.
Jeroen Scheper 3 days ago
Info Collection for Emergency Contant
Did this change from a regular input to a form? The UI of this page definitely changed. Im not sure why this changed but the current layout is not user friendly. See screenshot. The emergency contact name and phone on top feel like input field, but then there is a input field below which i cannot move up. Its coded to stick to the bottom of the page. Please review the page layout. Personally i would suggest using the white input box on the bottom part and remove the ‘emergency contact name’ and ‘emergency contant phone’ on top completely.
Jeroen Scheper 3 days ago
Info Collection for Emergency Contant
Did this change from a regular input to a form? The UI of this page definitely changed. Im not sure why this changed but the current layout is not user friendly. See screenshot. The emergency contact name and phone on top feel like input field, but then there is a input field below which i cannot move up. Its coded to stick to the bottom of the page. Please review the page layout. Personally i would suggest using the white input box on the bottom part and remove the ‘emergency contact name’ and ‘emergency contant phone’ on top completely.
Jeroen Scheper 3 days ago
Customer Equipment
Under their profile it only shows a partial list. I see nothing for “Regualtor”. I think even if they do not need it, it should be listed as not required, or denote client has their own regulator. Under their “Readiness”, Equipment rental is entirely missing. We should be ale to click the “view” button there and see what they need.
Henry Schultz 3 days ago
Customer Equipment
Under their profile it only shows a partial list. I see nothing for “Regualtor”. I think even if they do not need it, it should be listed as not required, or denote client has their own regulator. Under their “Readiness”, Equipment rental is entirely missing. We should be ale to click the “view” button there and see what they need.
Henry Schultz 3 days ago
Equipment Rental List Order
Any way to number order the equipment rental or categorize it? My list show rental cameras first. My preference is it was near last. Would be good for us to have a way to organize the list in our ordered preference.
Henry Schultz 9 days ago
Equipment Rental List Order
Any way to number order the equipment rental or categorize it? My list show rental cameras first. My preference is it was near last. Would be good for us to have a way to organize the list in our ordered preference.
Henry Schultz 9 days ago
Multi-Session
I do not see an option to apply an equipment kit / bundle? Can we get that option please. It seems like the best way to charge a student $0 for rental equipment, correct?
Henry Schultz 9 days ago
Multi-Session
I do not see an option to apply an equipment kit / bundle? Can we get that option please. It seems like the best way to charge a student $0 for rental equipment, correct?
Henry Schultz 9 days ago
Completed
Stripe
Just for the record when linking the Stripe account with Fathom Bay it did create me a new account. I have two Mexican Stripe accounts now. I will try to get them merged and I’ll update when I can.
Henry Schultz 9 days ago
Completed
Stripe
Just for the record when linking the Stripe account with Fathom Bay it did create me a new account. I have two Mexican Stripe accounts now. I will try to get them merged and I’ll update when I can.
Henry Schultz 9 days ago
Completed
Workflow for multi-signer documents for student & instructor forms
All student forms need two peoples signatures. First we need the student to sign it. Then after that is complete, we need the instructor to sign it. In Adobe eSign the first signature is completed and we receive an email asking us to complete the second signature. At that time we assign that second signature to whichever instructor taught the student. After it is assigned to an instructor, they receive an email requesting their signature. They sign it, and the student, instructor, and dive center all receive a copy of the complete form.
Henry Schultz 10 days ago
forms
Completed
Workflow for multi-signer documents for student & instructor forms
All student forms need two peoples signatures. First we need the student to sign it. Then after that is complete, we need the instructor to sign it. In Adobe eSign the first signature is completed and we receive an email asking us to complete the second signature. At that time we assign that second signature to whichever instructor taught the student. After it is assigned to an instructor, they receive an email requesting their signature. They sign it, and the student, instructor, and dive center all receive a copy of the complete form.
Henry Schultz 10 days ago
forms