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<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69b3175bf4130a8c0334e530/static/019f8fcf-a71c-7051-a477-d9b1f704fe00/ss-019f8fcf-a71c-7051-a477-d9b1f704fe00.png" src="https://69b3175bf4130a8c0334e530.featurebase-attachments.com/c/static/019f8fcf-a71c-7051-a477-d9b1f704fe00/ss-019f8fcf-a71c-7051-a477-d9b1f704fe00.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260724T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260724%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=3c4d9570546d789637d89466083a78ad681dbe1a982cd2b87f114402ca7b6de2" data-featurebase-content-filename="ss-019f8fcf-a71c-7051-a477-d9b1f704fe00.png">Im thinking if we want to have a notification sent to <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:info@divefriendsbonaire.com">info@divefriendsbonaire.com</a> when a guest replies to an estimate or other kind of conversations?Also - is there a way we can clean up the way this conversation is displayed? Right now there is a lot of written code in there which an make the emails difficult to read at a glance.

In Review

Guest Communications

Marketing Team

I cant seem to adjust a feature request/bug report. It gives me the option to do so, i can also adjust text and add images etc, that all works. When submitting the changes it gives me an error which i cannot place.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69b3175bf4130a8c0334e530/post/6a6126d010477ca80a70522f/019f8b7f-87fe-73f5-888c-f6396833841d/b64u-U2NyZWVuc2hvdCAyMDI2LTA3LTIyIGF0IDE2LjIyLjA1LnBuZw.png" data-featurebase-content-filename="Screenshot 2026-07-22 at 16.22.05.png" src="https://69b3175bf4130a8c0334e530.featurebase-attachments.com/c/post/6a6126d010477ca80a70522f/019f8b7f-87fe-73f5-888c-f6396833841d/b64u-U2NyZWVuc2hvdCAyMDI2LTA3LTIyIGF0IDE2LjIyLjA1LnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260724T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260724%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=1a2bf1697b381d2d3bd4c87f160945a7db38bd91b14c36aaa60c188f36c4a2f7">

Editing a post on the Feedback site

i dug a little bit deeper into this. and it seems that FathomBay seems to think that the company (res agent) needs to give a reply. It also states this on the Dashboard page.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69b3175bf4130a8c0334e530/post/6a61268765fd2861899c3939/019f8b7d-4eec-78a4-a2bb-6260415b7583/b64u-U2NyZWVuc2hvdCAyMDI2LTA3LTIyIGF0IDE2LjE5LjU5LnBuZw.png" data-featurebase-content-filename="Screenshot 2026-07-22 at 16.19.59.png" src="https://69b3175bf4130a8c0334e530.featurebase-attachments.com/c/post/6a61268765fd2861899c3939/019f8b7d-4eec-78a4-a2bb-6260415b7583/b64u-U2NyZWVuc2hvdCAyMDI2LTA3LTIyIGF0IDE2LjE5LjU5LnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260724T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260724%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=de8683ec4eee844e0bd8f1fdb100b7cb3dab81e3b3e0fa36947c9a8c4493dc99"><ul><li>i also see that you (claude 😜 ) have added ‘reply from app is coming next’</li></ul>

Guest Communications additional

for the guest communication section (on various places) i think it would be best to replace the label ‘needs reply’ with ‘awaiting reply’ or something similar. ‘Needs reply’ feels like an action that I (as reservation agent/front desker) needs to take, while its actually an action that the guest needs to take. We are awaiting their reply on our communication to them (in this case the quote).<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69b3175bf4130a8c0334e530/post/6a6125c0502b276384e06e0e/019f8b7b-6e92-7323-852d-e3bf8e42a0f9/b64u-U2NyZWVuc2hvdCAyMDI2LTA3LTIyIGF0IDE2LjE3LjAwLnBuZw.png" data-featurebase-content-filename="Screenshot 2026-07-22 at 16.17.00.png" src="https://69b3175bf4130a8c0334e530.featurebase-attachments.com/c/post/6a6125c0502b276384e06e0e/019f8b7b-6e92-7323-852d-e3bf8e42a0f9/b64u-U2NyZWVuc2hvdCAyMDI2LTA3LTIyIGF0IDE2LjE3LjAwLnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260724T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260724%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=b4b407a6e307af6f178fce96f5110aa4b118478e92a6215110c9326bbe85b932">

See feature request here: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://feedback.fathombay.com/p/add-recurring-weekend-days-into-the-staff-profile">https://feedback.fathombay.com/p/add-recurring-weekend-days-into-the-staff-profile</a>

Staff time tracking, PTO, and overtime recording

David Aidekman

Enable recurring off days to be configured per staff person so that they are not scheduled for an assignment when they are set to be off work that day.

Add recurring weekend days into the staff profile

Alex had told me that in practice, through reservations as well as at the front desk, sometimes you want to select a product or a combination of products for a guest just to know the pricing.Can you make it non-mandatory to fill in customer information before being able to make a package/selecting bookable products? Essentially its being able to make a quote without a customer name/account attached to it yet. Sometimes you just want to make the quote to show a guesst and cancel it when the guest walks out. In case the guest agrees with the quote you can still fill in their personal info and move forward.Right now, i can only select the first 3 options in the menu and the rest is not selectable.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69b3175bf4130a8c0334e530/post/6a611ee51f4be3fee3da8905/019f8b60-a8ab-74ec-880b-c50dc2595f55/b64u-U2NyZWVuc2hvdCAyMDI2LTA3LTIyIGF0IDE1LjQ5LjQ1LnBuZw.png" data-featurebase-content-filename="Screenshot 2026-07-22 at 15.49.45.png" src="https://69b3175bf4130a8c0334e530.featurebase-attachments.com/c/post/6a611ee51f4be3fee3da8905/019f8b60-a8ab-74ec-880b-c50dc2595f55/b64u-U2NyZWVuc2hvdCAyMDI2LTA3LTIyIGF0IDE1LjQ5LjQ1LnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260724T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260724%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=c6e17c731166d64ee4f46de911efee7b825eda2971d45bfee7c01f37bd90a492">

Making a ghost estimate/calculating prices

Good morning!!We need to be able to change the location of an individual instance of an event (whether divers have signed up or not).For example:Guided 1-Tank Shore Dives are always at 2:00pm. The standard schedule is:<ul><li>Mondays at Dive Inn</li><li>Tuesdays at Hamlet Oasis</li><li>Thursdays at Yellow Submarine</li><li>Fridays at Delfins Beach</li><li>Saturdays at Dive Inn</li></ul>Sometimes we may need to change the location on a specific day based upon customer needs.Sometimes, we may have two separate Guided 1-Tank Shore dives happening on the same afternoon, one at Delfins and another at Hamlet Oasis. Questions: 1) How do we change the location of the dive on a certain date in the calendar view?2) How do we create a second instance of the same event at another location (or sometimes even at the same location)?Thanks!!

Completed

Change location/branch at event level

Reservations Team

Request: Set clear permission rules for individual staff accounts versus company/work email accounts.Individual staff accounts should have very limited access. These accounts are only meant for staff members to view their own schedule and the general planning/calendar view.Context: Individual staff accounts will be created using the staff member’s personal email address. These accounts are private staff accounts and should not have access to operational, customer, financial, catalog, or administrative information.The purpose of these accounts is only to allow staff to see:<ul><li>Their own individual planning for the upcoming 2 weeks</li><li>The general calendar/planning view for the upcoming 2 weeks, as shown in Attachment 4</li></ul>They should not be able to view or access:<ul><li>Customer profiles</li><li>Reservations, except where needed to understand their own assigned planning</li><li>Financial information</li><li>Payments</li><li>Catalog/product setup</li><li>Reports</li><li>System settings</li><li>Partner information</li><li>Any administrative modules</li></ul>Goal: Create a clear separation between private staff accounts and work email accounts, so staff can view the planning they need without having access to sensitive or unnecessary business information.Suggested permission logic: Accounts that do not use an @<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://divefriendsbonaire.com">divefriendsbonaire.com</a> email address should only have access to planning/calendar visibility.Example:<ul><li>Personal staff email address = limited access</li><li>@<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://divefriendsbonaire.com">divefriendsbonaire.com</a> work email address = access based on assigned role</li></ul>Work email accounts: All locations and departments have their own @<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://divefriendsbonaire.com">divefriendsbonaire.com</a> email addresses, for example:<ul><li>Location name @<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://divefriendsbonaire.com">divefriendsbonaire.com</a></li><li><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:info@divefriendsbonaire.com">info@divefriendsbonaire.com</a></li><li><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:marketing@divefriendsbonaire.com">marketing@divefriendsbonaire.com</a></li><li>Other department or management emails</li></ul>These work email accounts should receive permissions based on their actual role and operational needs.Important distinction: The system should clearly distinguish between:<ol><li>Private staff accounts Used only for personal planning visibility.</li><li>Work email accounts Used for operational work and role-based permissions.</li></ol>Suggested access rules:<ul><li>Private staff email accounts: planning/calendar view only</li><li>Location work email accounts: access based on location role and operational responsibilities</li><li>Department work email accounts: access based on department role</li><li>Management/admin accounts: broader permissions where needed</li></ul>Open question: Should the system automatically restrict permissions based on email domain, or should this be handled manually through roles?Preferred logic: As a default rule, any account that does not have an @<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://divefriendsbonaire.com">divefriendsbonaire.com</a> email domain should only be able to see the calendar/planning view, unless manually approved otherwise.

permissions for individual staff accounts vs. work email accounts

Request: Add a toggle between Calendar View and List View, so users can view the same planning/reservation information in either a visual calendar layout or a reservation list layout.Context: The current calendar view is useful for viewing scheduled activities, but it does not show every reservation. Some guests do not book a scheduled activity such as a course, guided dive, or boat dive. They may only rent tanks, rental equipment, or air packages. These reservations are still important operationally, especially for front desk check-ins, but they do not always belong on the calendar because they are not tied to a specific scheduled activity.If all tank rental or equipment rental guests were added to the calendar, the calendar could become overcrowded, especially on busy weeks with many rental-only guests.In our current workflow, we use a reservation sheet where activity reservations and non-activity reservations can both be found in one list view. This is especially useful for front desk employees who need to check in customers for tank rental, gear rental, air rental, and other non-activity products.Goal: Allow users to view all reservations in one list, including both activity-based reservations and non-activity reservations.Suggested functionality:<ul><li>Add a toggle between Calendar View and List View.</li><li>The List View should show all reservations within the selected date range.</li><li>The List View should include reservations that do not appear on the calendar, such as tank rental, air rental, or equipment rental only.</li><li>The calendar can remain focused on scheduled activities, while the list view can function as the complete reservation overview.</li></ul>Suggested columns / information:<ul><li>Check-in date</li><li>Check-out date, if relevant</li><li>Guest name</li><li>Number of guests</li><li>Accommodation</li><li>Check-in location</li><li>Activity type / purchased products</li><li>Activity location, where applicable</li><li>Assigned staff, where applicable</li><li>Payment status</li><li>Voucher / discount / partner info, where applicable</li></ul>or maybe simplified version of the above, and when you click on the activity/rental you get a pop up screen with the detailed reservation information.Activity type clarification: “Activity type” does not only mean the name of a scheduled activity. It should describe the type or collection of products the guest has booked. So feel free to change the naming... I think we can do Activity (for activities) and Rentals (for only rentals?). Keep in mind, there are also people that do and activity and rent.Examples:<ul><li>Course</li><li>Boat dive</li><li>Guided shore dive</li><li>Tank rental</li><li>Air package (does this classify as rental??)</li><li>Equipment rental</li></ul>Reference: See Attachment for an example of our current reservation sheet/list view.Open questions / answers:<ul><li>The list range could match the calendar date range, for example 7 days, but ideally should also support custom date ranges.</li><li>The list view is similar to a Google Calendar “Agenda” view, but it should include all reservations, not only calendar-based activities.</li><li>Filtering by start of activity can be based on date.</li></ul><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69b3175bf4130a8c0334e530/post/6a46992dd0d46e9966412e5c/019f23c4-a17b-76ee-b7f0-b70d9bd25d12/b64u-QXR0YWNobWVudCA1IC0gUmVzZXJ2YXRpb24gTGlzdCBWaWV3LnBuZw.png" data-featurebase-content-filename="Attachment 5 - Reservation List View.png" src="https://69b3175bf4130a8c0334e530.featurebase-attachments.com/c/post/6a46992dd0d46e9966412e5c/019f23c4-a17b-76ee-b7f0-b70d9bd25d12/b64u-QXR0YWNobWVudCA1IC0gUmVzZXJ2YXRpb24gTGlzdCBWaWV3LnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260724T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260724%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=b3e3cd541edbcf1c15ca1a22187e95446c8fa4cea6ff778a3b712b3b351e8199">

Add reservation list view as alternative to calendar view

Request: Add filtering options to the calendar/planning view based on:<ul><li>Location</li><li>Time of day</li></ul>Context: In daily operations, reservations, planning, and front desk staff usually need to know which activity is happening at which location. Since we mostly sell and manage activities, location-based filtering is useful.However, many guest questions are based on time of day rather than location. For example, guests often walk in and ask:<ul><li>What can I do tomorrow morning?</li><li>Do you have anything available any morning this week?</li><li>What activities are available in the afternoon?</li><li>Is there a course or guided dive available in the morning?</li></ul>In these cases, it is easier to filter the calendar by time of day instead of checking each location separately.Suggested functionality: Add a filter that allows users to view activities by time of day, such as:<ul><li>Morning</li><li>Afternoon</li><li>Evening</li><li>Full day, if relevant</li></ul>When filtering by “morning,” the system should show all morning activities across all locations in one overview.The location of each activity can still be shown through the location tag at the top of the activity block, as suggested in Attachment.Goal: Make it faster for planning, reservations, and front desk staff to answer guest questions and find available activities based on time of day.Use case: A guest walks into the front desk and asks what activities are available tomorrow morning. Instead of checking every location one by one, the staff member at the front desk can filter the calendar by “morning” and immediately see all morning activities across all locations.Reservations team (in the office) and possibly also other front desk colleagues would still need the calendar view filtered by location, depending on what the use case is.Ive made suggestions for the views in the attachment.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69b3175bf4130a8c0334e530/post/6a4689d0dc080a9586c1edcb/019f2389-d3e8-7dbc-aa2e-2c10c953c445/b64u-QXR0YWNobWVudCA0IC0gQ2FsZW5kYXIgdmlldy5wbmc.png" data-featurebase-content-filename="Attachment 4 - Calendar view.png" src="https://69b3175bf4130a8c0334e530.featurebase-attachments.com/c/post/6a4689d0dc080a9586c1edcb/019f2389-d3e8-7dbc-aa2e-2c10c953c445/b64u-QXR0YWNobWVudCA0IC0gQ2FsZW5kYXIgdmlldy5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260724T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260724%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=161c20fb1c73166690bf84b9a82c4608b7681b986dca913b969b2b0381f7727d">

Calendar

Add calendar filters by location and time of day

Request: Review how staff planning, activities, operations, and special events should be displayed within the Fathom Bay calendar/planning module.Context: In our current system, When 2 Work, the planning overview is our single source of truth for the weekly operation. This is where staff can see everything that is planned for the week.The current overview in W2W includes several categories, such as:<ul><li>Courses, guided dives, boat dives, and other water-based activities</li><li>Front desk, office staff, and other non-diving staff</li><li>Shop/location planning</li><li>Closures or location-specific notes</li><li>Special events</li><li>Staff training</li><li></li></ul>For example, in the current system:<ul><li>All water-work is shown in purple.</li><li>Each location has front desk staff shown in their own location color.</li><li>Delfins is shown in fuchsia.</li><li>Dive Inn is shown in blue.</li><li>Hamlet is shown in orange.</li><li>The overview can also show that Dive Inn is closed on Friday.</li><li>A clean-up dive event is shown at Dive Inn on Saturday.</li><li>Duncan and Niels are shown as doing staff training with the Avelo system.</li></ul><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69b3175bf4130a8c0334e530/post/6a4688d1bc23d7fa1f07c52f/019f2384-3c75-7835-a027-c9500cbfdf18/b64u-QXR0YWNobWVudCAzIC0gV2hlbjJXb3JrLnBuZw.png" data-featurebase-content-filename="Attachment 3 - When2Work.png" src="https://69b3175bf4130a8c0334e530.featurebase-attachments.com/c/post/6a4688d1bc23d7fa1f07c52f/019f2384-3c75-7835-a027-c9500cbfdf18/b64u-QXR0YWNobWVudCAzIC0gV2hlbjJXb3JrLnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260724T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260724%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=53fa4cbf2673bed7c6a0eb568f572045051cac01c8020a91b95635788a503231">We may not need to copy the exact color coding into Fathom Bay, but the way the information is organized currently works well for our operation. The UI itself could possibly be improved, but the operational structure is important.Goal: Determine whether the Fathom Bay calendar/planning module should be used in the same way as our current When 2 Work overview: as one central view for all weekly planning information. Activities + Staffing on locations, special events, etc?Main questions:<ul><li>Do we want the Fathom Bay calendar view to show courses, boat dives, guided dives, front desk staff, office staff, non-diving staff, location notes, and special events in one overview?</li><li>If yes, what is the best way to combine these different planning types in one view without making the calendar too crowded?</li><li>How do other dive shops usually organize this type of planning in Fathom Bay or similar systems?</li></ul>Operational reason: For our operation, it is important to have a company-wide overview at a glance. This is especially important for the Planning team.Planning often needs to:<ul><li>Switch staff between locations.</li><li>Replace or switch instructors on a course.</li><li>Check who is working where.</li><li>See which activities are happening across all locations.</li><li>Review both activities and staffing in the same context.</li></ul>If users need to constantly toggle between separate views such as “Activities,” “Operations,” and “Staff,” this could make planning slower and less practical.Suggested direction: Explore whether Fathom Bay can offer one combined planning/calendar view that includes both:<ul><li>Activity planning, such as courses, guided dives, boat dives, and events</li><li>Staff planning, such as instructors, front desk, office, and non-diving staff</li></ul>See Attachment for sketches of possible ways to display this within Fathom Bay. This also includes some filtering suggestions, i will make a seperate ticket for this.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69b3175bf4130a8c0334e530/post/6a4688d1bc23d7fa1f07c52f/019f2386-558e-7ecd-9afe-7f957a1fdc6f/b64u-QXR0YWNobWVudCA0IC0gQ2FsZW5kYXIgdmlldy5wbmc.png" data-featurebase-content-filename="Attachment 4 - Calendar view.png" src="https://69b3175bf4130a8c0334e530.featurebase-attachments.com/c/post/6a4688d1bc23d7fa1f07c52f/019f2386-558e-7ecd-9afe-7f957a1fdc6f/b64u-QXR0YWNobWVudCA0IC0gQ2FsZW5kYXIgdmlldy5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260724T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260724%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=d684e43eef1c1780a9941346a3bf10a56e279080bbab5da555f28ddfefa92dd8">

Review staff planning and calendar configuration

<ul><li>Add the SPECIALTIES that instructors are certified to teach to their profile.</li><li>Enable two types of functions related to specialties:<ul><li>Look up which instructor can teach which specialty. Because they all vary, some can give Lionfish Hunter specialty, but not all instructors can… Some can give DPV specialty, but not all instructors can...</li><li>The system should display an ERROR if an employee assigns an instructor to a Lionfish Specialty course when they are not certified to do so.</li></ul></li></ul>

Staff should have certification specialties and match certifications to activities

Request: Add a “Today’s Planning at a Glance” or “Today’s Reservations” overview to the homepage/dashboard, ideally filterable by location. Filter by location can be as follows;When Branch Yellow Submarine is selected, show all items tagged Yellow Submarine.In a reservation we add Check in location, this can create the tag Yellow Submarine, same counts for activities, etc etc. As long as all tags are correct, this should be a simple matter of filtering. Possibly also give them an option to have this view of ALL locations, as sometimes guests come to the wrong check-in location.Context: Front desk employees often need a quick overview of what is happening at their location today. This is different from the full calendar view. The goal is not necessarily to plan the whole week, but to quickly understand what to expect for the day and possibly 1 or 2 days after, so they can prepare things.This is especially useful on busy check-in days, such as Sundays, when many guests arrive and need to check in, pick up tanks, collect rental equipment, or start courses.Goal: Give front desk staff a quick day overview so they can anticipate how busy the location will be and prepare accordingly. Be able to find guest reservations quickly when they are at the front desk.Suggested functionality: On the homepage/dashboard, show today’s planning for the selected location.This could include:<ul><li>Guest check-ins</li><li>Courses starting today</li><li>Boat dives</li><li>Guided dives</li><li>Tank rental starts</li><li>Equipment rental starts</li><li>Other relevant reservations for that location</li></ul>Suggested filters:<ul><li>Location</li><li>Today (and possibly tomorrow and the day after)</li></ul>Use case A: A front desk employee opens the system in the morning and immediately sees how many guests are expected to check in, which courses are starting, who needs rental gear, and whether there are many tank rental guests coming in. They can anticipate and/or prepare.Use case B:A customer walks in and wants to check-in and pick up their rental equipment. Front Desk employee can simply ask the name on the reservation, open their reservation and get everything sorted.Use case C:A customer walks in to a random location to ask where they need to check in or start their course, because they forgot and cant find their reservation confirmation anymore. Front Desker can either search and tell the customer where they need to be.Use case D:Its a quiet day and the employee would like to check if they have enough tanks and rental gear in stock for the coming 1 or 2 days. Based on this overview they can order new tanks or take other neccessary steps.Goal: Make the homepage useful as an operational daily overview, not only as a general dashboard.Extra:Maybe we can even add a custom TO DO LIST to the dashboard that can be filled in per location. So front desk staff can go through this list and see what kind of smaller tasks there are to do today or in the coming week, like, gear counts, tank cleaning, shop cleaning, clean rinsetanks, etc etc etc. I like the idea of the Operational Daily View.

Add Today’s planning overview to homepage/dashboard

Request: Create a clear model for different types of locations in the system, because “location” can mean different things depending on the context.The system should be able to distinguish between:<ul><li>Guest accommodation / lodging location (+&nbsp;Alternate lodging or custom accommodation)</li><li>Check-in location</li><li>Activity meeting location (includes boat dives)</li></ul>Context: These location types are related, but they do not always mean the same thing operationally.For example, the guest’s lodging location is mainly used as information and for reporting. It does not always have a direct operational impact. However, lodging can help determine or suggest the closest check-in location.The check-in location is the place where the guest checks in for the first time. This can be connected to an activity, for example if they have a guided dive or course as their first activity or connected to picking up gear. In these instances when there is an activity involved, we always have guests check-in at the location of their activity. However, it can also be separate from the activity location when people do boat dives.Example: A guest doing a boat dive will need to check in at the Dive Friends location closest to their accommodation the day before the boat dive because they need to do a mandatory 'buoyancy check' according to local law. This is a quick 15 minute dive to check if you have enough weights and if all your gear functions properly. The boat dive itself may then depart from a different location the next day. This means the check-in location is not always the same as the place where the activity starts.For boat dives, there can also be a pickup/meeting location. We currently have two shops where the boat docks or picks people up:<ul><li>Port Bonaire</li><li>Sand Dollar</li></ul>The boats is based at Port Bonaire. For example, we may have 5 guests boarding at Port Bonaire, then the boat drives to Sand Dollar to pick up another 7 guests. On the way back, guests are dropped off in reverse order.Goal: Make sure the system understands that different location fields have different meanings and different functions in the app.Suggested location fields:<ol><li>Guest accommodation / lodging location (Alternate lodging / custom accommodation) Used for where the guest is staying. This is mainly informational and useful for reporting, but it can also help suggest a check-in location.</li><li>Check-in location Used for where the guest needs to check in for the first time. This may be linked to lodging, gear pickup, or the first activity, but it is not always the same as the activity start location.</li><li>Activity meeting location Used for where the guest needs to meet for a specific activity. Activity can be a course, guided dive or boat dives (pickup location).</li><li>Reservation made by partner Used to identify whether the booking came through a partner and whether commission should be calculated.</li></ol>Important distinction: Guest accommodation and commission/referral source should be separate fields.For example:<ul><li>Guest accommodation = Delfins</li><li>Reservation made by partner = No Result: guest is staying at Delfins but booked directly with us, so Delfins does not receive commission.</li></ul>Another example:<ul><li>Guest accommodation = Delfins</li><li>Reservation made by partner = Delfins Result: guest is staying at Delfins and the booking came through Delfins, so Delfins should receive commission.</li></ul>Suggested next step: Review whether the reservation form should include separate fields for:<ul><li>Reservation made by partner (and which partner)</li><li>Guest accommodation</li><li>Check-in location</li><li>Activity meeting location / boat pickup location where applicable</li></ul>This counts for the reservations form that will be filled in by our team. When guests can make their own reservation through our website in the future, we need to revisit this logic and rules for that end of incoming reservations.Goal: Avoid confusion between lodging, check-in, meeting point, boat pickup, and partner commission logic.

Define Location types and how they work in Reservation flow

At a later time, somewhere this week or next i week i will do a thorough inspection of the email/communication flow as we spoke about earlier.For now;I have made a test booking for myself under the name Jay Skip. I have received the estimate, looking well. <ul><li>In the Rental Gear section, when having more than 2 guests, you cannot see the third one. Can you revisit this layout and see how we can make as many guests visible in this view? Or have a different layout that shows/suggests that there is more to see/fill in. I can already see this going wrong where people fill in for the first two guests but not for the other ones because they cannot see it displayed. See screenshot.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69b3175bf4130a8c0334e530/post/6a612495b66f4c9583c052d7/019f8b71-2c3d-7b99-a1b6-7e2bedfbf607/b64u-U2NyZWVuc2hvdCAyMDI2LTA3LTIyIGF0IDE2LjA3LjUyLnBuZw.png" src="https://69b3175bf4130a8c0334e530.featurebase-attachments.com/c/post/6a612495b66f4c9583c052d7/019f8b71-2c3d-7b99-a1b6-7e2bedfbf607/b64u-U2NyZWVuc2hvdCAyMDI2LTA3LTIyIGF0IDE2LjA3LjUyLnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260724T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260724%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=9ab2b163a0eb35b699940a7ccc0473c631c8fa9d6fcb801a38c02c84f9141e5a" data-featurebase-content-filename="Screenshot 2026-07-22 at 16.07.52.png"></li><li>Is page also the place where we want people to fill in the liability and the medical waivers? or will this be sent after the information for each guests has been filled in? Because currently when i click the ‘continue to your checklist’ button. It does not send me to any checklist or forms. I get the following below.</li></ul><video data-width="100%" data-align="left" alt="" data-featurebase-content-filename="Screen Recording 2026-07-22 at 16.11.44.mov" controls="controls" playsinline="playsinline" data-featurebase-content-key="eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJvYmplY3RLZXkiOiIwMTlmOGI3NS1jYmFhLTc0YTgtYmVlMy01OTUxMDM4YWJjMTUiLCJ0eXBlIjoidmlkZW8tdXJsIiwicmVzb3VyY2VJZCI6IjZhNjEyNDk1YjY2ZjRjOTU4M2MwNTJkNyIsInJlc291cmNlVHlwZSI6InBvc3QiLCJvcmdJZCI6IjY5YjMxNzViZjQxMzBhOGMwMzM0ZTUzMCIsImlhdCI6MTc4NDc1MTI1M30.curHMyb0UaLaD_d_5gHIpNrDDnl4dMqi9_XE73F6CdM" src="https://69b3175bf4130a8c0334e530.featurebase-attachments.com/c/videos/eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJvYmplY3RLZXkiOiIwMTlmOGI3NS1jYmFhLTc0YTgtYmVlMy01OTUxMDM4YWJjMTUiLCJleHAiOjE3ODQ5MjY4MDAsInR5cGUiOiJ2aWRlby11cmwiLCJvcmdJZCI6IjY5YjMxNzViZjQxMzBhOGMwMzM0ZTUzMCIsInJlc291cmNlSWQiOiI2YTYxMjQ5NWI2NmY0Yzk1ODNjMDUyZDciLCJyZXNvdXJjZVR5cGUiOiJwb3N0In0.zVsgYyxDQKU0uiITHlfqyaaREqWgrirBfwp2ejwZh8o/manifest.mpd"></video>Additionally, isnt it better to do this in a later stage when we have everybody their emails? Since the forms need to be filled in by every participating guest? Im not sure about the flow here yet but it seems to make sense to me.. Thoughts?

Review & Confirm booking

Can you add a function to the first window of making a new reservation where you can search through the current CRM/customer base for possible existing customers? Upon selecting it will autofill the details.Right now there is a similar function but i first need to fill in the guest information and after that it says ‘do you mean this customer’? It would be more user friendly if i can search upfront.<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69b3175bf4130a8c0334e530/post/6a611e222e4042d1eb708fdd/019f8b5d-a544-7e5d-886f-adc41a910480/b64u-U2NyZWVuc2hvdCAyMDI2LTA3LTIyIGF0IDE1LjQ2LjE3LnBuZw.png" data-featurebase-content-filename="Screenshot 2026-07-22 at 15.46.17.png" src="https://69b3175bf4130a8c0334e530.featurebase-attachments.com/c/post/6a611e222e4042d1eb708fdd/019f8b5d-a544-7e5d-886f-adc41a910480/b64u-U2NyZWVuc2hvdCAyMDI2LTA3LTIyIGF0IDE1LjQ2LjE3LnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260724T200000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260724%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=00ffc662a77ce9087be3e8ddb595447e0b83621be9271a49d683aa4a95afe0da">