Customer Types help you categorize your customers based on their experience level, age, or booking preferences. By effectively managing Customer Types, you can tailor your offerings and pricing to better meet the needs of each customer segment.
Watch our quick tutorial to learn how to manage customer types 👇🏻
Default Customer Types
The platform provides the following default Customer Types:
Certified Diver (Open Water): Ages 15+
Certified Diver (Advanced+): Ages 15+
Discovery Scuba Diver: Ages 10+
Snorkeler: Ages 13+
Snorkeler Youth: Ages 8-12
Rider: Ages 13+
Rider Youth: Ages 8-12, must be accompanied by adult
Student (Group): Group Course
Student (Private): Private Course
You can use these default types as they are, modify them for your needs, or create entirely new ones.
Creating Customer Types
To add a new Customer Type:
Navigate to Settings > Customer Types
Click Add New
Enter the following information:
Title (required, max 100 characters)
Description (optional, max 100 characters)
Private Business Label (optional, max 100 characters)
Certification Requirements (if applicable)
Self-declaration Checklist
Setting Up Certification Requirements
If your Customer Type requires certification verification:
Enable the "Certification Level and Number" toggle
Customers will need to select their highest certification level:
None
Discovery
Open Water
Advanced
Rescue
Divemaster
Instructor
Course Director
Configuring Self-declaration Checklist
Add safety and requirement confirmations for customers to acknowledge during booking:
Certification proof availability
No flying within 24 hours after diving
Not pregnant (for scuba activities)
Other custom requirements
Managing Customer Types
Editing Customer Types
Editing restrictions apply based on activity status:
For Customer Types used in draft activities:
All details can be edited
No restrictions apply
For Customer Types used in published activities:
Only Private Business Label can be edited
Create a new Customer Type if other changes are needed
Deleting Customer Types
When you delete a Customer Type:
It remains available in existing activities
Cannot be used in new activities
Existing bookings are not affected
Frequently Asked Questions
Frequently Asked Questions
Basic Concepts
Q: What are customer types used for?
A: Customer types help you categorize your customers based on their experience level, booking preferences, or other relevant factors. This helps tailor your offerings and communication to better meet each customer segment's needs.
Q: What is a private business label? A: A private business label is an internal note visible only to your staff, not customers. Use it to add internal reference information or special handling notes for specific customer types.
Q: How many customer types can I create?
A: There's no limit to the number of customer types you can create. However, we recommend keeping the list manageable for easier booking administration.
Certification and Requirements
Q: How do certification requirements work?
A: When enabled:
Customers must select their certification level during booking
Certificate numbers can be collected (optional)
Helps ensure customers meet activity requirements
Streamlines check-in process
Q: What appears in the self-declaration checklist?
A: The checklist typically includes:
Certification proof availability
No flying within 24 hours after diving
Not being pregnant (for scuba activities)
Custom requirements you add
Health and safety acknowledgments
Q: Can I customize the self-declaration checklist?
A: Yes, you can add custom requirements specific to your activities while maintaining the standard safety declarations.
Managing Customer Types
Q: Can I modify the default customer types?
A: While you can't edit the default types directly, you can:
Use them as they are
Create new custom types
Delete default types you don't need
Customize for your specific needs
Q: Why can't I edit a customer type's title or description?
A: Once a customer type is used in a published activity, these fields are locked to maintain consistency in active bookings. Create a new customer type if you need different details.
Q: What happens when I delete a customer type?
A: When you delete a customer type:
It remains available in existing activities
Cannot be used in new activities
Existing bookings are not affected
Historical data is preserved
Troubleshooting
Q: Why can't I edit certain fields of a customer type?
A: Fields cannot be edited if the customer type is used in any published activity. This ensures consistency in your active bookings and maintains data integrity.
Q: Why do I need to create a new customer type instead of editing an existing one?
A: This requirement maintains data consistency for existing bookings and helps track customer history accurately. It prevents disruption to active bookings and historical records.
Q: What should I do if I need to make changes to a customer type used in published activities?
A: In this case, you should:
Create a new customer type with the desired changes
Use the new type for future activities
Keep the original type for existing bookings
Update your activity templates as needed