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Documentation Index

Fetch the complete documentation index at: https://sailia-mintlify-intercom-migration-1775528819.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

Find guides and references for every part of Sailia — from taking bookings and managing staff to syncing your accounts and building on the API.

Quickstart

Accept your first booking in under 15 minutes.

Platform overview

Learn what Sailia does and how the key pieces fit together.

Setup checklist

Step-by-step checklist to get your account ready.

Activities and bookings

Activities

Create and manage courses, hires, and events that customers can book.

Online bookings

Accept and manage customer bookings through your booking page.

Managing bookings

View, edit, and manage bookings across all sales channels.

Group bookings

Handle bookings with multiple participants and group organizers.

Cancellations and scheduling

Cancellation policies

Set up and communicate your cancellation terms.

Cancellations and refunds

Cancel bookings, process refunds, and issue store credit.

Seasonal scheduling

Manage seasonal availability, holiday closures, and pricing.

Waitlists

Let customers register interest for fully booked sessions.

Customers

Customer management

View and manage customer accounts, profiles, and booking history.

Customer accounts

How customer self-service accounts work on your booking page.

Family accounts

Group family members under a single account for shared bookings.

Waivers

Collect signed waivers and documents from customers.

Marketing and communications

Notifications and emails

Understand the emails Sailia sends and how to customize them.

Marketing and audience

Grow your subscriber list and reach customers with campaigns.

Newsletter signup forms

Embed signup forms on your website to grow your subscriber list.

Automated workflows

Set up automated emails and SMS triggered by booking events.

Pricing and promotions

Memberships and passes

Offer recurring memberships and prepaid activity pass bundles.

Discount codes

Create fixed, percentage, and tiered discounts with advanced usage limits.

Gift cards

Sell and redeem stored-value gift cards.

Add-ons

Offer optional extras alongside activity bookings.

Point of sale

Point of sale

Process walk-in bookings and in-person sales.

Shop products

Sell physical and digital products online and in-store.

Card readers

Connect a Stripe card reader for in-person card payments.

Custom pricing

Override product prices at the point of sale for variable-price items.

Payments and finance

Payments and Stripe

Process payments, manage refunds, and handle payouts with Stripe.

Billing and subscriptions

Manage your Sailia subscription and billing.

Instalment plans

Let customers split payments into scheduled instalments.

Taxes and VAT

Configure tax rates and accounting categories for your products.

Donations

Accept charity donations at checkout with optional Gift Aid support.

Financial reporting

View payment data, export records, and monitor business performance.

Staff and operations

Staff management

Add staff, assign them to activities, and manage pay rates.

Permissions reference

Understand what each staff permission controls.

Auto daily timesheets

Automatically generate timesheet entries from scheduled bookings.

Staff availability

Manage time-off requests and staff scheduling.

Timesheet invoices

Submit and manage staff timesheet invoices for payment.

Integrations

Booking tracking

Track booking events with Google Tag Manager or PostHog.

Xero accounting sync

Sync payouts to Xero as categorized, reconciled invoices.

Adventuro

List your activities on the Adventuro marketplace.

Help and support

FAQ

Answers to common questions about setting up and using Sailia.

Troubleshooting

Solutions to common issues with bookings, payments, and integrations.

API and developer tools

API reference

Explore the Sailia API endpoints.

Meter usage tracking

Record and query metered usage events across your account.