Check out a customer from the customer dashboard.
1. Go to the center dashboard
Alternatively, you can open the Customer List under “Customers” , find the customer in the table, and click their name.
A third option is to use the search bar on the center dashboard and type the customer’s name.
If the customer is currently in your center, the first option is usually the quickest.
2. Click on the customer you want to check out
Click on the name of the customer that you would like to check out.
3. What to check before a checking out a customer
-
They have no rental equipment left to return
-
Their shopping cart is empty
-
They’re not booked for any upcoming events or appointments
If you want, I can also make it more concise for an in-app tip.
4. Click on the checkout button
When you are ready to check out the customer, click on the "Checkout" button.
5. Confirm the checkout to complete the process.
A confirmation modal will appear asking if you’re sure.
Click “Checkout” to finish the checkout, or “Cancel” to go back.
You may also see warnings if something still needs your attention:
-
The customer is booked for an upcoming event.
You can click the event to remove the customer from it if needed. -
There are still items in the shopping cart.
Click “Collect payment first” to create an invoice before checking out the customer.
You can still proceed with the checkout even if these warnings appear.
Related Articles
Creating a new customer from the customer list
In Divery there are several methods to add a new customer in Divery. In this tutorial we take a look at adding a customer using the " + " button in the sidebar. 1. Click on "Customer list" button in the sidebar. Open the sidebar menu and click on the ...Self check-in for customers
With self-check-in, your customers can create their profile for your dive center before they arrive. This saves time and lets you review their details in advance. Important for Hybrid Users If you use both a local and an online Divery account, you’ll ...Customer dashboard "Documents" overview
Here is an overview of the tab "Documents" of the customer dashboard. 1. Click on a customer Click on a customer in the center dashboard. Alternatively, you can search for a customer or go to the customer list and select one there. 2. Click on ...Customer dashboard "Transponder" overview
Learn here how to connect a RFID bracelet to a customer. 1. Click on a customer Click on a customer in the center dashboard. Alternatively, you can search for a customer or go to the customer list and select one there. 2. Click on "General" Click the ...Customer dashboard "Diving" overview
Here is an overview of the second tab "diving" of the customer dashboard. 1. Click on a customer Click on a customer in the center dashboard. Alternatively, you can search for a customer or go to the customer list and select one there. 2. Click on ...