From any booking, send the diver a secure link. They fill in whatever you're still missing, from the details you ask for in Settings → Booking Page → Customer details and, if the activity needs one, sign the Diver Medical form on their phone. It all lands on their record and the booking automatically.
When you'd use this
- A walk-in, phone, email or WhatsApp booking, where the diver never went through the online booking form.
- A customer profile is missing details you need for your dive paperwork or insurance.
- A walk-in is at the counter and you want them to sign the medical form on your tablet.
How to send the link
- Open the booking and go to Diver details.
- Choose how to send it:
- Copy link: paste it into a WhatsApp chat or any message.
- Email: sends it to the email address on the customer's profile.
- Open on this device: opens the form in a new tab so the diver can fill it in on the spot.
- The panel shows Link created (date) · not filled in yet until the diver sends it back.
A group: one link for the organiser
When one person booked for a group (an order, for example from New group booking), the order on the booking shows Everyone's details: each person Done, or what they're missing ("Missing: passport, medical").
- Send details link to organiser · Email (or Copy) sends the organiser one page listing everyone with Done or Still needed, and a Send to (name) button per person that opens WhatsApp or their phone's share menu with that person's own link. The page shows names only, never anyone's details.
- Copy link beside a person copies that person's own link, if you'd rather send it yourself.
- Each person fills in their own details and signs their own medical. The list turns to Done as they finish.
What the diver sees
- A page in your centre's colours and logo, greeting them by first name and naming their activity and date.
- Only the details you don't already have, and only ones you ask for (Settings → Booking Page → Customer details). Anything already on their profile is not shown and never overwritten.
- Kit sizing (wetsuit, BC and shoe size), if you switched it on and this booking has no sizes yet. It's optional for them, and sizes you already recorded are never shown or changed.
- The Diver Medical questionnaire, if the activity needs a medical and this booking doesn't have a signed one yet. For a booking that is part of a website order (when your booking page takes several products in one checkout), a form they signed on another booking in the same order counts, so they never sign twice, and the email you send only mentions the medical when the link will ask for it. It is the same form as online booking. Under-18s need a parent or guardian to answer and sign. If you asked for a new medical on the booking, the link asks them to sign again.
- Your email and Your mobile (optional), if their profile has none yet. If another customer already has that email or number, it is left off, everything else still saves, and a note on their customer page says "possible duplicate: merge them?".
- A thank-you once sent. If their answers mean a doctor's sign-off is needed, they get a link to download the Diver Medical form to take to a doctor.
What you see afterwards
- The Diver details panel shows Filled in (date).
- The signed medical form, its PDF and the signature appear under it, and on the customer's profile. If a doctor's sign-off is needed, the booking gets the usual Physician clearance required banner. See The medical declaration.
- The profile-complete bar on the booking and the customer's profile goes up.
Tips
- One link per booking. Copy, Email and Open all use the same link while it is open, so you can send it by email and WhatsApp without the diver getting two different forms.
- A link works until the end of the diver's last activity day (and always for at least 7 days). The email says the date. After that, press Copy link or Email again for a fresh one.
- Party or group booking? Use the organiser's link above, or send a link from each diver's own booking. Each person signs their own medical form.
- Only staff who can edit bookings can send links.
Troubleshooting
- "No email address on file": add an email to the customer's profile, or use Copy link instead.
- The diver says the link has expired: send a fresh one from the booking.
- The diver says "You're all set": you already have everything, the booking already has a signed medical if one is needed, and it already has kit sizes if you ask for them.