Platform — Customer & Participant Profiles

Every participant's details, ready before they arrive.

Certifications, equipment sizes, gear needs, waivers, order history, and credit live on one customer record that every booking reuses — so your team stops asking the same questions at check-in.

  • Certification records with level and staff verification
  • Sizes and gear needs stored once, reused for every trip
  • CSV import to bring your existing customer list across

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A short walkthrough of how customer & participant profiles works in RidgeHQ and connects to the rest of the operational day.

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Customer & Participant Profiles: One record per customer, reused by every booking

One record per customer, reused by every booking

The same diver or surfer comes back, books for friends, and changes plans. RidgeHQ keeps one customer record with contact details, order history, and credit balance, and attaches each booking to it — so history is never split across spreadsheets and inboxes.

  • Contact details, profile photo, and full order history
  • Credit balance per customer
  • CSV import to migrate an existing list; CSV export of all or selected customers
  • QR-code walk-in self-registration that creates or finds the customer by email
Customer & Participant Profiles: Qualifications that are checked, not assumed

Qualifications that are checked, not assumed

Selling an advanced course to someone without the prerequisite, or putting an unqualified participant on a session, is a safety and a reputation problem. Customers carry certification records with a level and the staff member who verified them, and products can require a minimum skill level that the booking form then asks for — only where it is required.

  • Certification records with level, document, and verifying staff member
  • Shared agency catalogue of levels and specialties (PADI, SSI, CMAS), which you can trim
  • Products can require a skill level; booking forms ask for it only when needed
  • Certification level printed on session rosters
Customer & Participant Profiles: Sizes, gear needs, and waivers before the day

Sizes, gear needs, and waivers before the day

Most check-in delays come from information that could have been collected earlier. Equipment sizes and per-gear-type needs are stored on the profile, waiver requirements are attached to each participant from the moment of booking, and dive operators can keep a dive log against the same record.

  • Equipment sizing: wetsuit, BCD, fins, mask, shoe size, and weight
  • Per-gear-type needs — renting, bringing their own, or stored with you
  • Per-participant waiver requirements and signed captures on the booking
  • Dive log entries with site, depth, duration, and an automatic dive number

How it connects to the rest of the system

Nothing in RidgeHQ works in isolation. Customer & Participant Profiles feeds — and is fed by — every other part of the operational day.

Online Bookings & POS

Every booking — online, front desk, or agent — is attached to a customer record, with waiver requirements per participant.

Gear & Fleet Management

Stored sizes and gear needs feed availability checks and each trip's gear prep list.

Scheduling & Dispatch

Rosters show who is on each session with their certification level.

Payments & Reporting

Order history, credit, and returning-customer rates come from the same records.

What it changes day to day

Faster check-in

Sizes, qualifications, and waivers are known before the customer arrives.

Safer allocations

Required skill levels are asked for at booking and visible on the roster.

History that stays whole

One record per customer instead of fragments across tools.

An easy way in

Import your existing customer list from CSV instead of retyping it.

One system for the operational day

See how every capability fits together →

Customer & Participant Profiles in RidgeHQ

Common Questions

Yes. Customers can be imported from a CSV file, and you can export all or selected customers to CSV at any time — your data stays yours.

Each customer can hold certification records with a level, an optional document, and the staff member who verified it. A shared catalogue covers common PADI, SSI, and CMAS levels and specialties, and you can hide entries you don't use.

Yes. A product can require a skill level. The booking form then asks for the participant's level only on products that require it, both in public checkout and in the admin booking flow.

No. Equipment sizes and per-gear-type needs (renting, bringing their own, or stored with you) are kept on the profile and reused for later bookings and trip gear lists.

Yes. A QR code lets a walk-in customer register on their own phone; RidgeHQ finds their existing record by email or creates a new one.

Waiver requirements are attached to each participant on the booking, and signed captures are stored with it, so your team can see who still needs to sign before the session starts.

See Customer & Participant Profiles in RidgeHQ

Book a demo and we'll walk through your real operational workflows — bookings, schedule, resources, and the day close.

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Location & Additional Info

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