Switching to DiveHQ

What to set up first and in what order, what to bring from your current system, and how to change over without a gap.

Moving over means setting your centre up once, then entering bookings as they arrive.

Set up once

Each step uses the ones before it: a quote needs prices, and a day plan needs sites, boats and staff.

1
Your centre
Sign up, name the centre, and set its currency, time zone and units.
Create your account
Have ready
- Your currency
- Metres or feet
2
Your price list
Dives, packages, courses and rental equipment, with your taxes and service charges. Quotes and invoices both use it, so it is the step worth doing carefully.
Set up your price list Price list template
Have ready
- Your current prices
- Your tax rates
3
Your dive sites
Add your sites one at a time, or load a regional list: North Malé Atoll in the Maldives, Hurghada, Koh Tao, Bali or Cozumel.
Add your dive sites
Have ready
- Site names and maximum depths
4
Boats and rental equipment
Boats, vehicles and compressors as assets, and each rental item as a numbered piece of equipment with its size and service interval.
Have ready
- A list of your rental kit and sizes
5
Your staff
Invite each person with the role that matches their job: front desk, dive staff, equipment, HR, admin or read-only.
Invite your staff
Have ready
- Email addresses
- Who does what
6
Upcoming bookings
Enter the bookings arriving after your change-over date, and send each guest their forms. Reminders go out automatically before they arrive.
Create a booking
Have ready
- Arrivals from the change-over date

Pick a quiet week
Choose a change-over date when arrivals are light, so the first day plans are short while everybody learns where things are.
One place from that date
Every booking arriving from the change-over date lives in DiveHQ only. Bookings before it finish in your old system.
Keep the old records
Past invoices and dive logs stay where they are. Guest histories build up in DiveHQ as divers come back.