Getting started

Get connected to Dive 365 and start registering your membership!

Getting started with Dive 365 is a straight forward process. Use this guide to get your Organization up and running. You can follow the links to other documentation to get deeper insights into how the system works.

Before you can begin, a Organization must have been created for you. If you are a national Organization, contact Dive 365 at info[at]dive365[dot]ca. Otherwise, an Organization will have been created by your governing body. In all cases, the process will begin when you receive an email invitation from Dive 365.

1

Create a Member and Account

Once you have received the email invitation, click the provided link in the email. This will present you with the Dive 365 sign in screen. If you do not already have a Dive 365 sign in, you will be required to click the "sign up now" link and follow the prompts to create your Member and Account.

Sign in / sign up page

You will not be allowed to create an Account if you are not over the age of majority.

2

Configure Organization settings

Navigate to the "Administration > Settings" page (link) and provide details about your Organization. This information will appear in most public-facing page (e.g. Store, Meet Management, reports, etc.).

• How to: Edit Organizations

You must configure your contact email appropriately. Communications delivered from Dive 365 on your behalf will use this information. If it is incorrectly configured, your customers may be unable to reach you or respond.

3

Configure Merchant Account

Before the Store can be activated for your Organization, you must configure your Merchant Account. Navigate to the "Administration > Merchant info" page (link) and follow the guide below to establish your payment service connection.

• How to: Onboard Stripe

4

Invite Staff

If required by your Organization or your governing body, use the "Staff" page (link) to invite additional Staff to your Organization. Grant them the appropriate permissions.

• How to: Invite/Add Staff

It is highly recommended that you always have at least 2 global administrators associated with your Organization. This ensures that there will always be someone that can connect with your Organization and perform the necessary actions (including inviting others and granting/denying permissions).

5

Create Days Off

As a best practice, Days Off should be created before any content is created. When a Session schedule is created, Classes will be automatically skipped if they land on a Day Off. Creating a Day Off does not skip existing Classes.

Ideally, Days Off are created ahead of time for an entire Season.

6

Create Registration Categories

Before any content can be created within your Organization, you must create Registration Categories. Generally clubs are only required to create "athlete" and "coach" Registration Categories. Other governing body layers (e.g. national, provincial, etc.) will be required to configure the remaining types.

• How to: Create Registration Categories

All Registration Categories must be derived from the parent Organization's existing configuration. In other words, to establish an "athlete" Registration Category, your parent Organization must have already configured theirs.

Clubs will generally set the pricing for Registration Categories to $0.

7

Create Programs

If your Organization intends to deliver Sessions to Members, you must first create Programs. Navigate to the "Programs" page (link) and create your needed Programs.

• How to: Create Programs

8

Create Semesters

If your Organization intends to deliver Sessions to Members, you must first create Semesters. Semesters are tied to Seasons. Ensure with your governing body that the appropriate Season has been created.

• How to: Create Semesters

If your governing body requires affiliation standards to be met each Season, Semesters and Sessions may not appear in the Store for that Season until the affiliation has been granted. Consult with your governing body for details.

9

Create Sessions

Click on your desired Semester(s) from the previous step and create your needed Sessions. This will also utilize the Registration Categories and Programs that were created in the previous steps.

• How to: Create Sessions

10

Collect Store link(s)

Your Organization will automatically have a Store created for it. You can navigate to the Store for your Organization by click on the "shopping cart" icon in the navigation bar at the top right of the screen.

• How to: Retrieve Store links for Sessions