Know every participant
Capture the right details for every buyer and participant.
Track customer records, participant details, certifications, license numbers, documents, notes, and balances.
Tuesday Reef Trip
Boat: Explorer I · 09:00 – 13:00
L. Fontaine
Certification: Advanced Open Water
Full set assignedDeposit Paid
T. Reyes
Certification: Rescue Diver
Full set assignedBalance Due
K. Almeida
Certification: Open Water
Full set assignedDeposit Paid
Staff Assigned: 2 instructors12/12 participants
The problem
Paper forms capture customer data once and then disappear into a folder — nothing is searchable, and nothing carries forward to the next booking.
How it works
- Central customer records shared across bookings.
- Participant-level details separate from the buyer.
- Date of birth, certification, and license number fields.
- Documents and staff notes attached to each record.
- Store credit and balance tracked per customer.
Benefits
- Searchable customer history
- Certification details on hand
- Fewer repeated intake forms
- Clear buyer vs. participant records