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Documentation Index

Fetch the complete documentation index at: https://sailia-mintlify-intercom-migration-1775615253.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.

Getting started

Platform overview

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

Quick setup checklist

A step-by-step checklist to get your account ready to take bookings.

Account settings

Configure your business profile, payments, and integrations.

Your booking page

How your public booking page works and what customers see.

Embedding your booking page

Add your booking page to your website using iframes or links.

Locations

Set up locations when you operate from more than one site.

Activities

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.

Seasonal scheduling

Manage seasonal availability, holiday closures, and pricing.

Cancellations and refunds

Cancellation policies

Set up and communicate your cancellation terms.

Cancellations and refunds

Cancel bookings, process refunds, and issue store credit.

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.

File uploads

Accept profile images and waiver attachments from logged-in users.

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.

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.

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.

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

Automated workflows

Set up automated emails and SMS triggered by booking events.

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

Troubleshooting

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

Security and privacy

How Sailia protects your business data and customer information.

FAQ

Answers to common questions about setting up and using Sailia.

API reference

Explore the Sailia API endpoints for developers.