# Sailia

## Docs

- [Sailia documentation](https://sailia-mintlify-5b02008a.mintlify.site/index.md): Learn how to set up and manage your booking, staffing, and payments with Sailia.
- [Platform overview](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/overview.md): Understand how Sailia works — from activities to payments — and how the key pieces fit together.
- [Quick setup checklist](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/setup-checklist.md): A step-by-step checklist to configure your Sailia account and start taking bookings.
- [Glossary](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/glossary.md): Definitions of key terms used throughout Sailia documentation.
- [System requirements](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/system-requirements.md): Browser compatibility, device support, and network requirements for using Sailia.
- [Common tasks](https://sailia-mintlify-5b02008a.mintlify.site/help/common-tasks.md): Quick reference for everyday tasks in Sailia — from creating bookings to processing refunds.
- [Account settings](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/account-settings.md): Configure your Sailia account, manage billing, and customize your business profile.
- [Branding](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/branding.md): Upload your logo, favicon, and business details so customers see your brand throughout Sailia.
- [Uploading images](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/uploading-images.md): File formats, size limits, and tips for uploading images anywhere in Sailia.
- [Terms and conditions](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/terms-and-conditions.md): Set the terms and conditions customers must accept when they book or sign up.
- [Locations](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/locations.md): Set up locations to organize your activities, staff, and POS terminals by site.
- [Billing and subscription](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/billing.md): Understand how Sailia billing works, what is included in your plan, and how to manage your subscription.
- [Security and privacy](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/security.md): How Sailia protects your data, handles customer information, and keeps payments secure.
- [Data management](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/data-management.md): Export your data, manage records, and understand how information flows through Sailia.
- [Your booking page](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/booking-page.md): Understand how your public booking page works and how customers interact with it.
- [Embedding your booking page](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/embedding.md): Add your Sailia booking page to your existing website using iframes, links, or widgets.
- [Connecting Google Analytics](https://sailia-mintlify-5b02008a.mintlify.site/integrations/analytics-setup.md): Step-by-step setup for connecting Google Analytics 4, Google Tag Manager, and Meta Pixel to your Sailia booking page.
- [Booking tracking events](https://sailia-mintlify-5b02008a.mintlify.site/integrations/booking-tracking.md): Track booking funnel activity with automatic GA4 e-commerce events sent to your analytics providers.
- [Activities](https://sailia-mintlify-5b02008a.mintlify.site/activities/activities.md): Create and manage courses, hires, and events that customers can book.
- [Courses vs hire](https://sailia-mintlify-5b02008a.mintlify.site/activities/courses-vs-hire.md): Understand the difference between taught courses and time-based hire so you set each one up correctly.
- [Set up a course](https://sailia-mintlify-5b02008a.mintlify.site/activities/course-setup.md): Step-by-step guide to creating a taught course in Sailia — from ticket pricing to staff qualifications and waivers.
- [Set up a hire](https://sailia-mintlify-5b02008a.mintlify.site/activities/hire-setup.md): Step-by-step guide to creating a time-based hire — from hire increment and pricing to kit, sharing rules, and waivers.
- [Set up an add-on](https://sailia-mintlify-5b02008a.mintlify.site/activities/addon-setup.md): Create optional extras that customers can add to course or hire bookings at checkout.
- [Upsells at checkout](https://sailia-mintlify-5b02008a.mintlify.site/activities/upsells.md): Offer shop products like logbooks, drinks, or equipment as upsells during the booking flow.
- [Capacity management](https://sailia-mintlify-5b02008a.mintlify.site/activities/capacity-management.md): Control session capacity with manual or auto limits, and let admins override capacity to overbook a session when needed.
- [Seasonal scheduling](https://sailia-mintlify-5b02008a.mintlify.site/activities/seasonal-scheduling.md): Manage seasonal availability, holiday schedules, and recurring activity patterns.
- [Session notes](https://sailia-mintlify-5b02008a.mintlify.site/activities/session-notes.md): Attach internal notes to individual sessions so your team has the context they need on the day.
- [Admin dashboard](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/admin-dashboard.md): Track site traffic, monitor visitor metrics, and follow your guided setup checklist from the admin home page.
- [Calendar views](https://sailia-mintlify-5b02008a.mintlify.site/getting-started/calendar-view.md): Switch between day, week, and month views on the What's On calendar to see your sessions at the right level of detail.
- [Online bookings](https://sailia-mintlify-5b02008a.mintlify.site/activities/online-bookings.md): Accept and manage customer bookings through your online booking page.
- [Book a customer in person](https://sailia-mintlify-5b02008a.mintlify.site/activities/book-in-person.md): Add a customer to an existing session from the calendar, take payment, and confirm the booking.
- [Managing bookings](https://sailia-mintlify-5b02008a.mintlify.site/activities/managing-bookings.md): View, edit, and manage customer bookings across all sales channels.
- [Group bookings](https://sailia-mintlify-5b02008a.mintlify.site/activities/group-bookings.md): Manage bookings with multiple participants and group organizers.
- [Waitlists](https://sailia-mintlify-5b02008a.mintlify.site/activities/waitlists.md): Let customers join a waitlist when an activity session is fully booked.
- [Cancellation policies](https://sailia-mintlify-5b02008a.mintlify.site/activities/cancellation-policies.md): Set up and communicate cancellation policies to protect your business and set clear customer expectations.
- [Cancellations and refunds](https://sailia-mintlify-5b02008a.mintlify.site/activities/cancellations-and-refunds.md): Cancel bookings, process refunds, and manage store credit for your customers.
- [Customer management](https://sailia-mintlify-5b02008a.mintlify.site/customers/overview.md): View and manage your customer accounts, profiles, and booking history.
- [Customer accounts](https://sailia-mintlify-5b02008a.mintlify.site/customers/customer-accounts.md): How customer accounts work on your booking page for self-service bookings and account management.
- [Family accounts](https://sailia-mintlify-5b02008a.mintlify.site/customers/family-accounts.md): Manage family members under a single account for shared bookings and memberships.
- [Waivers](https://sailia-mintlify-5b02008a.mintlify.site/customers/waivers.md): Collect signed waivers and supporting documents from customers before activities.
- [File uploads](https://sailia-mintlify-5b02008a.mintlify.site/customers/file-uploads.md): Upload profile images and waiver attachments as a logged-in user.
- [Staff management](https://sailia-mintlify-5b02008a.mintlify.site/staff/management.md): Add staff members, assign them to activities, and manage pay rates and permissions.
- [Staff availability and time off](https://sailia-mintlify-5b02008a.mintlify.site/staff/availability.md): Manage staff availability, handle time-off requests, and track schedule coverage.
- [Permissions reference](https://sailia-mintlify-5b02008a.mintlify.site/staff/permissions.md): A complete guide to Sailia permission groups, custom roles, and the View As preview.
- [Qualifications and certificates](https://sailia-mintlify-5b02008a.mintlify.site/staff/qualifications.md): Define custom qualifications, attach them to staff and customers, and record certificate numbers from completed sessions.
- [Recording certificate numbers](https://sailia-mintlify-5b02008a.mintlify.site/staff/recording-qualifications.md): Record customer qualifications and certificate numbers from the session register, and view each customer's qualification history.
- [Auto daily timesheets](https://sailia-mintlify-5b02008a.mintlify.site/staff/auto-timesheets.md): Automatically generate timesheet entries from scheduled bookings for staff members.
- [Timesheet invoices](https://sailia-mintlify-5b02008a.mintlify.site/staff/timesheet-invoices.md): How staff submit and manage timesheet invoices for payment processing.
- [Point of sale](https://sailia-mintlify-5b02008a.mintlify.site/point-of-sale/overview.md): Sell products, process walk-in bookings, and manage in-person transactions.
- [POS setup and daily use](https://sailia-mintlify-5b02008a.mintlify.site/point-of-sale/setup.md): Open a terminal, build your item grid, take sales, and close the till at the end of the day.
- [Shop products](https://sailia-mintlify-5b02008a.mintlify.site/point-of-sale/shop-products.md): Set up and sell physical and digital products through your online shop and POS.
- [Product variants](https://sailia-mintlify-5b02008a.mintlify.site/point-of-sale/product-variants.md): Sell one product with multiple options like size and colour, each with its own stock and SKU.
- [Custom pricing](https://sailia-mintlify-5b02008a.mintlify.site/point-of-sale/custom-pricing.md): Allow POS operators to set custom prices on shop products at the point of sale.
- [Card readers](https://sailia-mintlify-5b02008a.mintlify.site/point-of-sale/card-readers.md): Connect a Stripe card reader to accept in-person card payments at the point of sale.
- [Payments and Stripe](https://sailia-mintlify-5b02008a.mintlify.site/payments/stripe.md): Process payments, manage refunds, and handle payouts with Stripe.
- [Instalment plans](https://sailia-mintlify-5b02008a.mintlify.site/payments/instalments.md): Let customers split payments into scheduled instalments for higher-value bookings.
- [Taxes and VAT](https://sailia-mintlify-5b02008a.mintlify.site/payments/taxes.md): Configure tax rates and VAT settings for your bookings, products, and invoices.
- [Instant refund reserve](https://sailia-mintlify-5b02008a.mintlify.site/payments/instant-refund-reserve.md): How Sailia holds a protected balance in your Stripe account so refunds can be issued instantly.
- [Donations](https://sailia-mintlify-5b02008a.mintlify.site/payments/donations.md): Accept charity donations at checkout with optional Gift Aid support.
- [Charity donations](https://sailia-mintlify-5b02008a.mintlify.site/payments/charity-donations.md): Let customers add a charity donation to their booking at checkout.
- [Memberships](https://sailia-mintlify-5b02008a.mintlify.site/pricing/memberships.md): Offer recurring membership plans with automatic billing, discounts, and add-ons.
- [Memberships vs plans](https://sailia-mintlify-5b02008a.mintlify.site/pricing/memberships-vs-plans.md): Understand the difference between a Membership and a Plan, and how the two work together.
- [Membership benefits](https://sailia-mintlify-5b02008a.mintlify.site/pricing/membership-benefits.md): Configure the perks, discounts, and exclusive access that come with a membership.
- [Membership add-ons](https://sailia-mintlify-5b02008a.mintlify.site/pricing/membership-addons.md): Offer reusable optional extras alongside membership plans — boat storage, locker rental, equipment hire, and more.
- [Create a membership](https://sailia-mintlify-5b02008a.mintlify.site/pricing/create-membership.md): Step-by-step guide to creating a new membership in Sailia, from details to benefits, plans, and shop front placement.
- [Create a membership plan](https://sailia-mintlify-5b02008a.mintlify.site/pricing/create-plan.md): Add a billing plan — price, frequency, forms, and add-ons — to an existing membership.
- [Manage a subscription](https://sailia-mintlify-5b02008a.mintlify.site/pricing/manage-subscription.md): View, pause, change plan, refund, or cancel a member's subscription from their Member Detail page.
- [Membership dashboard](https://sailia-mintlify-5b02008a.mintlify.site/pricing/membership-dashboard.md): Get to know the four tabs of the Memberships dashboard — Overview, Directory, Memberships, and Add-ons.
- [Membership notifications](https://sailia-mintlify-5b02008a.mintlify.site/pricing/membership-notifications.md): Automated emails sent for membership renewals, expiry reminders, and payment failures.
- [Migrating members from another system](https://sailia-mintlify-5b02008a.mintlify.site/pricing/membership-migration.md): Bring existing members into Sailia from another booking platform, CRM, or spreadsheet.
- [Activity passes](https://sailia-mintlify-5b02008a.mintlify.site/pricing/activity-passes.md): Sell prepaid session bundles that customers can redeem against future bookings.
- [Gift cards](https://sailia-mintlify-5b02008a.mintlify.site/pricing/gift-cards.md): Sell and redeem gift cards for bookings and shop purchases.
- [Discount codes](https://sailia-mintlify-5b02008a.mintlify.site/pricing/discount-codes.md): Create and manage discount codes with usage limits, product restrictions, and tiered pricing.
- [Discount code types](https://sailia-mintlify-5b02008a.mintlify.site/pricing/discount-code-types.md): Fixed, percentage, tiered, auto-apply, and membership discount types — what each one does and when to use it.
- [Discount code limits](https://sailia-mintlify-5b02008a.mintlify.site/pricing/discount-limits.md): Restrict when, where, and how often a discount code can be used with usage caps, date windows, and basket conditions.
- [Stacking and application order](https://sailia-mintlify-5b02008a.mintlify.site/pricing/discount-stacking.md): How multiple discounts combine on a booking, and the exact order Sailia uses to calculate the final price.
- [How discounts apply per item](https://sailia-mintlify-5b02008a.mintlify.site/pricing/discount-per-item.md): A discount code is applied to each qualifying item in the basket — not the basket total. This is the most common source of confusion with codes.
- [Discount code examples](https://sailia-mintlify-5b02008a.mintlify.site/pricing/discount-code-examples.md): Worked examples — summer sale, returning customer reward, group discount, tiered hire, early bird, last minute, bundle, auto-apply, and tracking.
- [Notifications and emails](https://sailia-mintlify-5b02008a.mintlify.site/customers/notifications.md): Understand the emails and SMS messages Sailia sends to your customers and how to customize them.
- [Email templates and saved blocks](https://sailia-mintlify-5b02008a.mintlify.site/customers/email-templates.md): Use saved blocks for reusable email content, and explore the wider range of templates beyond customer comms.
- [Booking confirmation emails](https://sailia-mintlify-5b02008a.mintlify.site/customers/booking-confirmation-emails.md): Build a personalised confirmation email that goes out the moment a customer books.
- [Pre-arrival reminders](https://sailia-mintlify-5b02008a.mintlify.site/customers/pre-arrival-reminders.md): Send a reminder email 24 or 48 hours before a course or hire starts to reduce no-shows.
- [Follow-up emails](https://sailia-mintlify-5b02008a.mintlify.site/customers/follow-up-emails.md): Send a thank-you, feedback request, or rebooking nudge after a course or hire ends.
- [Session groups](https://sailia-mintlify-5b02008a.mintlify.site/customers/session-groups.md): Group courses and products so you can send tailored automated emails to different customers.
- [Marketing and audience](https://sailia-mintlify-5b02008a.mintlify.site/customers/marketing.md): Manage your audience, grow your subscriber list, and run targeted campaigns.
- [Newsletter signup forms](https://sailia-mintlify-5b02008a.mintlify.site/customers/newsletter-forms.md): Embed a newsletter signup form on your website to grow your subscriber list.
- [Campaigns](https://sailia-mintlify-5b02008a.mintlify.site/customers/campaigns.md): Send targeted marketing emails to filtered groups of customers from inside Sailia.
- [Campaign audience filters](https://sailia-mintlify-5b02008a.mintlify.site/customers/campaign-audience-filters.md): Build precise recipient lists for your campaigns using filters and conditions.
- [Campaign results](https://sailia-mintlify-5b02008a.mintlify.site/customers/campaign-results.md): Understand the metrics Sailia records after a campaign has been sent.
- [Campaign examples](https://sailia-mintlify-5b02008a.mintlify.site/customers/campaign-examples.md): Practical campaign ideas — promoting upcoming sessions, seasonal promotions, targeting groups, re-engaging lapsed customers, and promoting add-ons or memberships.
- [Automated workflows](https://sailia-mintlify-5b02008a.mintlify.site/integrations/workflows.md): Set up automated email and SMS workflows triggered by booking, membership, and payment events.
- [Workflow triggers reference](https://sailia-mintlify-5b02008a.mintlify.site/integrations/workflow-triggers.md): A complete reference of all available workflow triggers, when they fire, and common use cases.
- [Finance dashboard](https://sailia-mintlify-5b02008a.mintlify.site/payments/finance-dashboard.md): Track gross earnings, products sold, average sale value, and your highest-earning periods at a glance.
- [Payouts dashboard](https://sailia-mintlify-5b02008a.mintlify.site/payments/payouts-dashboard.md): Track your available balance, pending payments, next payout, and total paid out over time.
- [Financial reporting](https://sailia-mintlify-5b02008a.mintlify.site/payments/reporting.md): View payment data, export transaction records, and monitor your business performance.
- [Xero accounting sync](https://sailia-mintlify-5b02008a.mintlify.site/integrations/accounting-sync.md): Automatically sync your Sailia payouts to Xero as categorized invoices.
- [OTA integrations](https://sailia-mintlify-5b02008a.mintlify.site/integrations/ota-overview.md): Distribute your activities through online travel agencies like GetYourGuide, Viator, Tripadvisor, Klook, and Google Things to Do.
- [Adventuro integration](https://sailia-mintlify-5b02008a.mintlify.site/integrations/adventuro.md): Connect Sailia with Adventuro to sell your activities through their online travel agency marketplace.
- [GetYourGuide integration](https://sailia-mintlify-5b02008a.mintlify.site/integrations/getyourguide.md): Sync availability and receive bookings from GetYourGuide directly into your Sailia dashboard.
- [Viator integration](https://sailia-mintlify-5b02008a.mintlify.site/integrations/viator.md): Connect Sailia to Viator (Tripadvisor) to receive bookings from one of the world's largest activity marketplaces.
- [Tripadvisor Experiences integration](https://sailia-mintlify-5b02008a.mintlify.site/integrations/tripadvisor.md): List your activities directly on Tripadvisor listings via Tripadvisor Experiences.
- [Google Things to Do integration](https://sailia-mintlify-5b02008a.mintlify.site/integrations/google-things-to-do.md): Surface your activities on Google Search and Maps with live pricing and direct bookings.
- [Klook integration](https://sailia-mintlify-5b02008a.mintlify.site/integrations/klook.md): Connect Sailia to Klook to reach travellers across Asia-Pacific and globally.
- [Customer booking guide](https://sailia-mintlify-5b02008a.mintlify.site/help/customer-guide.md): How to browse activities, make bookings, manage your account, and use discounts on a Sailia booking page.
- [Frequently asked questions](https://sailia-mintlify-5b02008a.mintlify.site/help/faq.md): Answers to common questions about setting up and using Sailia.
- [Troubleshooting](https://sailia-mintlify-5b02008a.mintlify.site/help/troubleshooting.md): Solutions to common issues with bookings, payments, card readers, accounts, memberships, integrations, and discount codes.
- [Contact support](https://sailia-mintlify-5b02008a.mintlify.site/help/contact.md): Get help from the Sailia team when you need it.
- [Changelog](https://sailia-mintlify-5b02008a.mintlify.site/changelog/overview.md): New features, updates, and fixes shipped to Sailia.
- [API introduction](https://sailia-mintlify-5b02008a.mintlify.site/api-reference/introduction.md): Get started with the Sailia REST API.
- [Meter usage tracking](https://sailia-mintlify-5b02008a.mintlify.site/api-reference/meter-tracking.md): Record and query metered usage events to monitor consumption across your account.
- [OTA endpoints](https://sailia-mintlify-5b02008a.mintlify.site/api-reference/ota-core.md): Integrate with Sailia as an online travel agency using the OTA API.