Video Training

Choose a tutorial to watch the relevant workflow in full.

Environment Setup and First Booking

Set up a Diversdesk environment and create the first booking.

New Planner Masterclass

New

Learn the new Planner's drag-and-drop scheduling, bulk editing, staff assignment, and operational views.

Utilizing the 3 Onboarding Methods

Learn when and how to use each Diversdesk onboarding method.

Using Trip Templates

Create consistent, reusable trip schedules with trip templates.

Setting Up a Trip Manifest List

Build and manage a trip manifest list for a planned activity.

Customer Onboarding A to Z

Configure and run the complete customer onboarding workflow.

User Roles and Rights

Assign user roles and control access rights for the team.

Retail Module Tutorial

Use the Diversdesk retail module for stock and point-of-sale workflows.

Connecting to QuickBooks

Connect Diversdesk to QuickBooks and prepare the integration.

The QuickBooks Workflow

Follow the Diversdesk workflow for day-to-day QuickBooks use.

Using Alternative Payment Methods

Record payments made outside the configured payment gateway.

Getting Started with Diversdesk

Set up your environment, create products and courses, and configure customer onboarding.

Planning and Scheduling Tutorial

Plan activities and trips, schedule participants, and manage multi-day bookings.