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1 change: 1 addition & 0 deletions activities/activities.mdx
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---
title: Activities
description: Create and manage courses, hires, and events that customers can book.
keywords: ['activities', 'courses', 'hires', 'events', 'scheduling', 'capacity', 'add-ons']
---

Activities are the core bookable items in Sailia. You create activities to represent anything customers can reserve — from surf lessons and kayak hires to multi-day events. Each activity has its own schedule, pricing, capacity, and staffing configuration.
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1 change: 1 addition & 0 deletions activities/managing-bookings.mdx
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---
title: Managing bookings
description: View, edit, and manage customer bookings across all sales channels.
keywords: ['manage bookings', 'edit booking', 'cancel booking', 'refund', 'booking dashboard', 'attendees']
---

All bookings — whether made online, through the [point of sale](/point-of-sale/overview), via the [Adventuro](/integrations/adventuro) marketplace, or the API — flow into a single bookings dashboard. From here you can track every reservation, update attendee details, process cancellations, and monitor payment status.
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21 changes: 21 additions & 0 deletions activities/online-bookings.mdx
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---
title: Online bookings
description: Accept and manage customer bookings through your online booking page.
keywords: ['online bookings', 'booking page', 'checkout', 'basket', 'reservations', 'availability']
---

Your Sailia booking page is where customers browse activities, select sessions, and complete their purchase online. Every booking flows into a shared order system that tracks payment status, attendee details, and any add-ons.
Expand Down Expand Up @@ -70,6 +71,26 @@ After a successful booking:
3. Assigned staff see the booking on their schedule.
4. If [workflows](/integrations/workflows) are configured, any automated follow-up emails are queued.

## Troubleshooting

<AccordionGroup>
<Accordion title="Customer cannot see available sessions">
Check that the activity is published and has future sessions with remaining capacity. Unpublished activities and sessions with zero availability do not appear on the booking page.
</Accordion>

<Accordion title="Booking page not loading">
Verify your booking page link is correct. If you recently made changes to your account, allow a few minutes for updates to propagate. Try clearing the browser cache or opening the link in an incognito window.
</Accordion>

<Accordion title="Discount code not working at checkout">
Confirm the code is active, has not exceeded its usage limit, and applies to the products in the basket. Check the [discount code settings](/pricing/discount-codes) for date restrictions, product eligibility, and other limits.
</Accordion>

<Accordion title="Customer did not receive a confirmation email">
Verify the email address on the booking is correct. The customer should check their spam folder. You can resend the confirmation from the [booking details](/activities/managing-bookings).
</Accordion>
</AccordionGroup>

## Related guides

<Columns cols={2}>
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1 change: 1 addition & 0 deletions activities/waitlists.mdx
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---
title: Waitlists
description: Let customers join a waitlist when an activity session is fully booked.
keywords: ['waitlist', 'fully booked', 'sold out', 'waiting list', 'cancellation', 'notification']
---

When an activity session reaches capacity, waitlists give customers a way to register their interest and get notified if a spot opens up. This helps you capture demand you would otherwise lose and fill cancellations automatically.
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1 change: 1 addition & 0 deletions api-reference/introduction.mdx
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---
title: API introduction
description: Get started with the Sailia REST API.
keywords: ['API', 'REST API', 'authentication', 'endpoints', 'developer', 'integration']
---

The Sailia API gives you programmatic access to bookings, baskets, products, usage meters, and more. All endpoints are served over HTTPS and return JSON responses.
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1 change: 1 addition & 0 deletions api-reference/meter-tracking.mdx
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---
title: Meter usage tracking
description: Record and query metered usage events to monitor consumption across your account.
keywords: ['meters', 'usage tracking', 'billing', 'consumption', 'events', 'analytics', 'monitoring']
---

Meter usage tracking lets you record consumption events against named meters and retrieve aggregated summaries over a date range. Use it to monitor resource usage, track billable activity, or build internal dashboards around any metric you define.
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1 change: 1 addition & 0 deletions customers/file-uploads.mdx
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---
title: File uploads
description: Upload profile images and waiver attachments as a logged-in user.
keywords: ['file upload', 'profile image', 'attachment', 'document upload', 'supported file types']
---

Logged-in users can upload files directly through Sailia — including profile images and waiver attachments. Uploads are validated for file type and size before being stored, so you do not need to manage file hosting separately.
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1 change: 1 addition & 0 deletions customers/overview.mdx
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---
title: Customer management
description: View and manage your customer accounts, profiles, and booking history.
keywords: ['customers', 'customer profiles', 'booking history', 'accounts', 'customer dashboard']
---

Sailia automatically creates customer records when people book activities or make purchases. The customer dashboard gives you a central place to view profiles, track booking history, and manage account details.
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1 change: 1 addition & 0 deletions customers/waivers.mdx
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---
title: Waivers
description: Collect signed waivers and supporting documents from customers before activities.
keywords: ['waiver', 'consent form', 'digital signature', 'terms and conditions', 'liability', 'documents']
---

Waivers let you collect acknowledgements, consent forms, and supporting documents from customers before they attend an activity. You can require waivers at the time of booking or allow customers to complete them later.
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17 changes: 15 additions & 2 deletions docs.json
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Expand Up @@ -52,11 +52,16 @@
"pages": [
"customers/overview",
"customers/waivers",
"customers/notifications",
"customers/newsletter-forms",
"customers/file-uploads"
]
},
{
"group": "Marketing and communications",
"pages": [
"marketing/notifications",
"marketing/newsletter-forms"
]
},
{
"group": "Staff and operations",
"pages": [
Expand Down Expand Up @@ -174,6 +179,14 @@
{
"source": "/staff-and-operations/auto-timesheets",
"destination": "/staff/auto-timesheets"
},
{
"source": "/customers/notifications",
"destination": "/marketing/notifications"
},
{
"source": "/customers/newsletter-forms",
"destination": "/marketing/newsletter-forms"
}
],
"footer": {
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3 changes: 2 additions & 1 deletion getting-started/overview.mdx
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---
title: Platform overview
description: Understand the key parts of Sailia and how they work together.
keywords: ['overview', 'platform', 'getting started', 'features', 'how it works']
---

Sailia is a booking and operations platform for activity providers. It handles everything from online bookings and point-of-sale transactions to staff scheduling, payments, and accounting.
Expand All @@ -23,7 +24,7 @@ Sailia gives you flexible pricing tools. Create [discount codes](/pricing/discou

## Customers

[Manage your customers](/customers/overview) from a central dashboard — view booking history, check membership status, and track waiver completion. Sailia sends [automated notifications](/customers/notifications) for booking confirmations, waitlist updates, and membership renewals. Collect signed [waivers](/customers/waivers) and supporting documents before activities, with support for digital signatures, checkboxes, and [file uploads](/customers/file-uploads).
[Manage your customers](/customers/overview) from a central dashboard — view booking history, check membership status, and track waiver completion. Sailia sends [automated notifications](/marketing/notifications) for booking confirmations, waitlist updates, and membership renewals. Collect signed [waivers](/customers/waivers) and supporting documents before activities, with support for digital signatures, checkboxes, and [file uploads](/customers/file-uploads).

## Staffing

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3 changes: 2 additions & 1 deletion getting-started/setup-checklist.mdx
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---
title: Quick setup checklist
description: A step-by-step checklist to configure your Sailia account and start taking bookings.
keywords: ['setup', 'checklist', 'onboarding', 'configuration', 'go live', 'getting started']
---

Use this checklist to make sure you have everything configured before you go live.
Expand Down Expand Up @@ -53,7 +54,7 @@ You need an active Sailia account. If you do not have one yet, contact the Saili
</Step>

<Step title="Embed a newsletter form (optional)">
Add a [newsletter signup form](/customers/newsletter-forms) to your website to grow your subscriber list and reach customers with marketing campaigns.
Add a [newsletter signup form](/marketing/newsletter-forms) to your website to grow your subscriber list and reach customers with marketing campaigns.
</Step>

<Step title="Go live">
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16 changes: 11 additions & 5 deletions index.mdx
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---
title: Sailia documentation
description: Learn how to set up and manage your booking, staffing, and payments with Sailia.
keywords: ['sailia', 'booking software', 'activity booking', 'help center', 'documentation']
---

Find guides and references for every part of Sailia — from taking bookings and managing staff to syncing your accounts and building on the API.
Expand Down Expand Up @@ -73,15 +74,20 @@ Find guides and references for every part of Sailia — from taking bookings and
<Card title="Waivers" icon="file-signature" href="/customers/waivers">
Collect signed waivers and documents from customers.
</Card>
<Card title="Notifications and emails" icon="envelope" href="/customers/notifications">
<Card title="File uploads" icon="upload" href="/customers/file-uploads">
Accept profile images and waiver attachments from logged-in users.
</Card>
</Columns>

## Marketing and communications

<Columns cols={2}>
<Card title="Notifications and emails" icon="envelope" href="/marketing/notifications">
Understand the emails Sailia sends and how to customize them.
</Card>
<Card title="Newsletter signup forms" icon="newspaper" href="/customers/newsletter-forms">
<Card title="Newsletter signup forms" icon="newspaper" href="/marketing/newsletter-forms">
Embed signup forms on your website to grow your subscriber list.
</Card>
<Card title="File uploads" icon="upload" href="/customers/file-uploads">
Accept profile images and waiver attachments from logged-in users.
</Card>
</Columns>

## Staff and operations
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1 change: 1 addition & 0 deletions integrations/accounting-sync.mdx
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---
title: Xero accounting sync
description: Automatically sync your Sailia payouts to Xero as categorized invoices.
keywords: ['Xero', 'accounting', 'invoices', 'VAT', 'bookkeeping', 'payout sync', 'tax']
---

Sailia's accounting sync connects your account to [Xero](https://www.xero.com/) and automatically creates invoices for each payout. Every invoice is categorized by VAT rate and account code, marked as paid, and includes a detailed CSV breakdown for reconciliation.
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1 change: 1 addition & 0 deletions integrations/adventuro.mdx
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---
title: Adventuro integration
description: Connect Sailia with Adventuro to sell your activities through their online travel agency marketplace.
keywords: ['Adventuro', 'OTA', 'marketplace', 'online travel agency', 'distribution', 'third-party bookings']
---

The Adventuro integration lets you list your Sailia activities on the [Adventuro](https://adventuro.com) marketplace — an online travel agency (OTA) that connects customers with outdoor and adventure experiences. Bookings made through Adventuro are automatically synced into Sailia, so you manage everything from one dashboard.
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1 change: 1 addition & 0 deletions integrations/workflows.mdx
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---
title: Automated workflows
description: Set up automated email workflows triggered by booking events.
keywords: ['workflows', 'automation', 'email triggers', 'reminders', 'follow-up emails', 'booking events']
---

Workflows let you automate email communications based on events in Sailia. Instead of manually sending reminders, follow-ups, or thank-you messages, you configure triggers and let Sailia handle the rest.
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---
title: Newsletter signup forms
description: Embed a newsletter signup form on your website to grow your subscriber list.
keywords: ['newsletter', 'signup form', 'embed code', 'mailing list', 'audience', 'marketing', 'subscribers']
---

You can embed a newsletter signup form on your website so visitors can subscribe to your mailing list directly. Sailia generates the embed code for you — copy it and paste it into your site's HTML.

## How it works

When a visitor fills in your embedded form and submits it, they are automatically added to your audience in Sailia. You can then reach them through [marketing campaigns](/customers/notifications) and [automated workflows](/integrations/workflows).
When a visitor fills in your embedded form and submits it, they are automatically added to your audience in Sailia. You can then reach them through [marketing campaigns](/marketing/notifications) and [automated workflows](/integrations/workflows).

## Get the embed code

Expand Down Expand Up @@ -48,7 +49,7 @@ Once the form is live on your website:
## Related guides

<Columns cols={2}>
<Card title="Notifications and emails" icon="envelope" href="/customers/notifications">
<Card title="Notifications and emails" icon="envelope" href="/marketing/notifications">
Learn about the automated emails Sailia sends to your customers.
</Card>
<Card title="Automated workflows" icon="bolt" href="/integrations/workflows">
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17 changes: 17 additions & 0 deletions customers/notifications.mdx → marketing/notifications.mdx
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---
title: Notifications and emails
description: Understand the emails Sailia sends to your customers and how to customize them.
keywords: ['email', 'notifications', 'booking confirmation', 'refund email', 'waitlist notification', 'membership renewal']
---

Sailia sends automated emails to keep customers informed about their bookings. These range from booking confirmations to waitlist notifications and workflow-triggered messages.
Expand Down Expand Up @@ -51,6 +52,22 @@ You can resend booking confirmation emails from the [booking details](/activitie
Resending a confirmation sends the same email template with the current booking details. If the booking has been modified since the original confirmation, the resent email reflects the latest information.
</Note>

## Troubleshooting

<AccordionGroup>
<Accordion title="Customer did not receive a booking confirmation">
Check that the customer's email address is correct in the booking details. You can resend the confirmation from the booking dashboard. Also ask the customer to check their spam or junk folder.
</Accordion>

<Accordion title="Workflow emails are not being sent">
Verify that the workflow is enabled in your workflows dashboard. Check the `workflow-email-sent` [meter](/api-reference/meter-tracking#built-in-meters) to confirm whether emails are being queued. If the workflow was recently disabled and re-enabled, only future triggers are affected.
</Accordion>

<Accordion title="Waitlist notification was sent but customer did not book">
Waitlist notifications include a deadline to complete the booking. If the customer misses the deadline, the spot is offered to the next person on the waitlist automatically.
</Accordion>
</AccordionGroup>

## Related guides

<Columns cols={2}>
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21 changes: 21 additions & 0 deletions payments/stripe.mdx
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---
title: Payments and Stripe
description: Process payments, manage refunds, and handle payouts with Stripe.
keywords: ['payments', 'Stripe', 'refunds', 'payouts', 'card payments', 'payment processing', 'fees']
---

Sailia uses [Stripe](https://stripe.com) as its payment processor. All online and card-based POS transactions flow through your connected Stripe account, giving you a single place to manage charges, refunds, and payouts.
Expand Down Expand Up @@ -62,6 +63,26 @@ You can process refunds from the booking details in your dashboard:

Stripe charges a processing fee on each transaction. The fee is deducted from the payout before it reaches your bank account. If you use the [accounting sync](/integrations/accounting-sync), fees are mapped to a dedicated Xero account code for accurate bookkeeping.

## Troubleshooting

<AccordionGroup>
<Accordion title="Payment failed at checkout">
Ask the customer to check their card details and try again. Common causes include insufficient funds, expired cards, or bank-side fraud blocks. If the issue persists, the customer should contact their bank.
</Accordion>

<Accordion title="Refund not appearing on customer's statement">
Refunds typically take 5-10 business days to appear. Check the Stripe dashboard to confirm the refund was processed. If it shows as successful in Stripe, advise the customer to wait or contact their bank.
</Accordion>

<Accordion title="Payout not received">
Verify your bank account details in Stripe. Payouts follow Stripe's schedule (typically daily or weekly). Check the Stripe dashboard for any holds or failed payout notifications.
</Accordion>

<Accordion title="Stripe account not connected">
Navigate to your payment settings and click **Connect to Stripe**. If you previously disconnected, you may need to re-authorize. Ensure your Stripe account has completed identity verification.
</Accordion>
</AccordionGroup>

## Related guides

<Columns cols={2}>
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1 change: 1 addition & 0 deletions point-of-sale/card-readers.mdx
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---
title: Card readers
description: Connect a Stripe card reader to accept in-person card payments at the point of sale.
keywords: ['card reader', 'Stripe Terminal', 'tap to pay', 'chip', 'contactless', 'in-person payment']
---

Sailia integrates with [Stripe Terminal](https://stripe.com/terminal) to accept in-person card payments through physical card readers. Once connected, staff can process tap, chip, and swipe payments directly from the [point of sale](/point-of-sale/overview).
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1 change: 1 addition & 0 deletions point-of-sale/custom-pricing.mdx
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---
title: Custom pricing
description: Allow POS operators to set custom prices on shop products at the point of sale.
keywords: ['custom pricing', 'variable price', 'price override', 'POS pricing', 'manual price']
---

Custom pricing lets you override the default price of a shop product when selling through the POS. This is useful for products where the price varies — items sold by weight, negotiated prices, or situational discounts that don't fit a standard discount code.
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1 change: 1 addition & 0 deletions point-of-sale/overview.mdx
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---
title: Point of sale
description: Sell products, process walk-in bookings, and manage in-person transactions.
keywords: ['POS', 'point of sale', 'walk-in', 'till', 'cash', 'in-person', 'terminal']
---

The Sailia point of sale (POS) lets you handle in-person transactions — from walk-in activity bookings to shop product sales. It runs in your browser and gives staff a fast way to add items, apply discounts, and take payment on the spot.
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1 change: 1 addition & 0 deletions point-of-sale/shop-products.mdx
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---
title: Shop products
description: Set up and sell physical and digital products through your online shop and POS.
keywords: ['shop', 'products', 'merchandise', 'variants', 'inventory', 'online shop']
---

Shop products are items you sell alongside your activities — things like merchandise, equipment, food, and digital downloads. They can be purchased through your online booking page or the [point of sale](/point-of-sale/overview).
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1 change: 1 addition & 0 deletions pricing/discount-codes.mdx
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---
title: Discount codes
description: Create and manage discount codes with usage limits, product restrictions, and tiered pricing.
keywords: ['discount', 'promo code', 'coupon', 'percentage off', 'early bird', 'surge pricing', 'usage limits']
---

Discount codes let you offer fixed-amount or percentage-based discounts on bookings, shop products, activity passes, memberships, and add-ons. You control how many times a code can be used, which products it applies to, and whether it stacks with other discounts.
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