diff --git a/activities/activities.mdx b/activities/activities.mdx index 234315a..643af86 100644 --- a/activities/activities.mdx +++ b/activities/activities.mdx @@ -74,6 +74,10 @@ Add-ons appear during the checkout flow and are included in the order total. The If you use the [Xero accounting sync](/integrations/accounting-sync), assign an accounting category to each activity. This determines how revenue from the activity is categorized on Xero invoices, including the correct VAT rate and account code. +## Refund policies + +Assign a [refund policy](/settings/refund-policies) to each activity to define the cancellation terms. The policy terms are displayed to customers during the booking process. + ## Related guides @@ -83,4 +87,10 @@ If you use the [Xero accounting sync](/integrations/accounting-sync), assign an Manage demand when activities are fully booked. + + Track equipment that determines activity capacity. + + + Set cancellation terms for your activities. + diff --git a/customers/overview.mdx b/customers/overview.mdx index 2236b70..e690e09 100644 --- a/customers/overview.mdx +++ b/customers/overview.mdx @@ -58,4 +58,7 @@ If the customer does not have an account, the POS creates a booking with the att Manage customer memberships and prepaid passes. + + Send targeted campaigns and newsletters to your customers. + diff --git a/docs.json b/docs.json index 39f4597..6cf6ab8 100644 --- a/docs.json +++ b/docs.json @@ -52,16 +52,23 @@ "pages": [ "customers/overview", "customers/waivers", - "customers/notifications", - "customers/newsletter-forms", "customers/file-uploads" ] }, + { + "group": "Marketing", + "pages": [ + "marketing/email-campaigns", + "marketing/notifications", + "marketing/newsletter-forms" + ] + }, { "group": "Staff and operations", "pages": [ "staff/management", - "staff/auto-timesheets" + "staff/auto-timesheets", + "settings/qualifications" ] }, { @@ -70,6 +77,15 @@ "payments/stripe" ] }, + { + "group": "Settings", + "pages": [ + "settings/business-settings", + "settings/locations", + "settings/kit-management", + "settings/refund-policies" + ] + }, { "group": "Integrations", "pages": [ @@ -174,6 +190,14 @@ { "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": { diff --git a/getting-started/overview.mdx b/getting-started/overview.mdx index 2036277..c5fffa4 100644 --- a/getting-started/overview.mdx +++ b/getting-started/overview.mdx @@ -23,15 +23,23 @@ 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). + +## Marketing + +Reach your customers with [email campaigns](/marketing/email-campaigns) — targeted newsletters and promotional emails sent directly from Sailia. Grow your audience with embedded [newsletter signup forms](/marketing/newsletter-forms) on your website. Sailia includes 10,000 free emails per month. ## Staffing -[Manage your team](/staff/management) by assigning staff to bookings, setting pay rates, and controlling permissions. Let Sailia [generate timesheets automatically](/staff/auto-timesheets) from scheduled work. Staff see their upcoming shifts and you get accurate payroll data without manual entry. +[Manage your team](/staff/management) by assigning staff to bookings, setting pay rates, and controlling permissions. Define [qualifications](/settings/qualifications) to track instructor certifications. Let Sailia [generate timesheets automatically](/staff/auto-timesheets) from scheduled work. Staff see their upcoming shifts and you get accurate payroll data without manual entry. ## Payments -Sailia processes [payments through Stripe](/payments/stripe) — handling online checkouts, POS card payments, refunds, and payouts. +Sailia processes [payments through Stripe](/payments/stripe) — handling online checkouts, POS card payments, refunds, and payouts. Set up [refund policies](/settings/refund-policies) to define cancellation terms for each activity. + +## Settings + +Configure your [business details](/settings/business-settings), set up [locations](/settings/locations) for your sites, and track [equipment inventory](/settings/kit-management) across locations. Locations link activities, card readers, and kit to specific sites. ## Integrations diff --git a/getting-started/setup-checklist.mdx b/getting-started/setup-checklist.mdx index 9b7eb51..47935ae 100644 --- a/getting-started/setup-checklist.mdx +++ b/getting-started/setup-checklist.mdx @@ -12,6 +12,14 @@ You need an active Sailia account. If you do not have one yet, contact the Saili ## Checklist + + Set your company name, contact email, phone number, and address in [business settings](/settings/business-settings). These details appear on your booking page and in customer emails. + + + + Create your [locations](/settings/locations) — the physical sites where you run activities. Each location can have its own address, card readers, and kit inventory. + + Create the [courses, hires, and events](/activities/activities) you want to offer. Set capacity limits, schedules, and pricing for each. @@ -21,7 +29,11 @@ You need an active Sailia account. If you do not have one yet, contact the Saili - [Create staff profiles](/staff/management) and assign them to activities. If you want automatic timesheet generation, enable [auto daily timesheets](/staff/auto-timesheets) on each staff member. + [Create staff profiles](/staff/management) and assign them to activities. Define [qualifications](/settings/qualifications) to track instructor certifications. If you want automatic timesheet generation, enable [auto daily timesheets](/staff/auto-timesheets) on each staff member. + + + + Add your equipment to [kit management](/settings/kit-management) and set quantities per location. Enable auto-capacity on activities to let kit availability determine session capacity. @@ -40,6 +52,10 @@ You need an active Sailia account. If you do not have one yet, contact the Saili Create [waivers](/customers/waivers) that customers complete before attending an activity. You can include [file upload fields](/customers/file-uploads) for documents like medical certificates or photo ID. + + Create [refund policies](/settings/refund-policies) to define cancellation terms for your activities. + + Set up [automated email workflows](/integrations/workflows) to send booking confirmations, reminders, and follow-ups without manual effort. @@ -53,7 +69,7 @@ You need an active Sailia account. If you do not have one yet, contact the Saili - 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 audience and reach customers with [email campaigns](/marketing/email-campaigns). diff --git a/index.mdx b/index.mdx index 07889ca..c2641a1 100644 --- a/index.mdx +++ b/index.mdx @@ -73,17 +73,25 @@ Find guides and references for every part of Sailia — from taking bookings and Collect signed waivers and documents from customers. - - Understand the emails Sailia sends and how to customize them. - - - Embed signup forms on your website to grow your subscriber list. - Accept profile images and waiver attachments from logged-in users. +## Marketing + + + + Create and send targeted email campaigns and newsletters. + + + Understand the automated emails Sailia sends to customers. + + + Embed signup forms on your website to grow your audience. + + + ## Staff and operations @@ -93,6 +101,9 @@ Find guides and references for every part of Sailia — from taking bookings and Automatically generate timesheet entries from scheduled bookings. + + Define instructor certifications and staff competencies. + ## Payments @@ -103,6 +114,23 @@ Find guides and references for every part of Sailia — from taking bookings and +## Settings + + + + Configure your company details, contact info, and tracking. + + + Set up your business locations and manage site-specific settings. + + + Track equipment and kit inventory across locations. + + + Create cancellation and refund policies for activities. + + + ## Integrations diff --git a/marketing/email-campaigns.mdx b/marketing/email-campaigns.mdx new file mode 100644 index 0000000..98a4f9e --- /dev/null +++ b/marketing/email-campaigns.mdx @@ -0,0 +1,121 @@ +--- +title: Email campaigns +description: Create and send targeted email campaigns and newsletters to your audience. +--- + +Email campaigns let you send targeted marketing emails and newsletters directly to your audience from Sailia. You can create campaigns, design emails with the built-in template editor, and track delivery and performance — all without a separate email marketing tool. + +Sailia includes 10,000 free emails per month. For larger audiences, you can upgrade through the communications subscription settings. + +## How campaigns work + +1. You create a campaign and choose a subject line. +2. You design the email content using the template editor or select an existing template. +3. You select an audience segment — all contacts, filtered by activity, location, tag, or membership. +4. You send or schedule the campaign. + +Sailia tracks total emails sent, delivery stats, and per-day volume in the communications overview dashboard. + +## Create a campaign + + + + Navigate to **Communications** in your Sailia dashboard and select the **Campaigns** tab. + + + Click **New Campaign**. Enter a campaign name and subject line. + + + Use the built-in email editor to compose your message. You can start from scratch or select an existing [email template](#email-templates). + + + Choose who receives the campaign. You can send to your entire audience or filter by activity, location, tag, or [membership](/pricing/memberships-and-passes). + + + Review the campaign details, then send immediately or schedule for a later time. + + + +## Audience targeting + +Campaigns can be targeted using audience filters. You can combine multiple filters to narrow your audience: + +| Filter | Description | +| --- | --- | +| **Activity** | Contacts who have booked a specific activity | +| **Location** | Contacts associated with a specific [location](/settings/locations) | +| **Tag** | Contacts with a specific tag applied | +| **Membership** | Contacts with an active [membership](/pricing/memberships-and-passes) | + +Filters can be combined with AND or OR logic to build precise audience segments. + + + Use tags to organize your contacts into groups like "VIP", "returning customers", or "event attendees" for more targeted campaigns. + + +## Email templates + +Templates let you save email designs for reuse across campaigns and [automated workflows](/integrations/workflows). You can create and manage templates from the **Templates** tab in the communications dashboard. + +The email editor supports: + +- Rich text formatting with headings, links, and lists +- Image embedding +- Merge fields for personalization (customer name, booking details) +- Custom HTML for advanced layouts + +## Audience management + +Your audience is managed from the **Audience** tab in the communications dashboard. Contacts are added automatically when customers book activities or make purchases. You can also: + +- **Add contacts manually** — add individual contacts with name and email +- **Bulk import** — upload a CSV file to import contacts in bulk +- **Create signup forms** — embed a [newsletter signup form](/marketing/newsletter-forms) on your website +- **Filter and segment** — use filters to view subsets of your audience + + + Contacts who unsubscribe through the link in your emails are automatically removed from future campaigns. + + +## Monitoring performance + +The communications overview shows: + +- **Total emails sent** — lifetime count across all campaigns and workflows +- **Emails per day** — daily send volume with trend comparison +- **Total SMS sent** — lifetime SMS count (if SMS is enabled) +- **SMS per day** — daily SMS volume with trend comparison +- **Communications over time** — a graph showing send volume trends + +Individual campaign records show the number of recipients, send date, and delivery status. + +## Communications subscription + +Sailia includes 10,000 free emails per month. If you need to send more, you can upgrade your communications plan from the settings. Plans are based on audience size: + +| Contacts | Monthly price | +| --- | --- | +| Up to 2,500 | £45 | +| Up to 5,000 | £50 | +| Up to 10,000 | £75 | +| Up to 15,000 | £100 | +| Up to 20,000 | £120 | +| Up to 30,000 | £175 | +| Up to 50,000 | £275 | +| Up to 100,000 | £500 | + +Optional add-ons: + +- **Remove Sailia branding** — removes the Sailia badge from your emails (£15/month) +- **Better deliverability** — improved email deliverability rates (£15/month) + +## Related guides + + + + Embed signup forms on your website to grow your audience. + + + Send automated emails triggered by booking events. + + diff --git a/marketing/newsletter-forms.mdx b/marketing/newsletter-forms.mdx new file mode 100644 index 0000000..d41c4b7 --- /dev/null +++ b/marketing/newsletter-forms.mdx @@ -0,0 +1,57 @@ +--- +title: Newsletter signup forms +description: Embed a newsletter signup form on your website to grow your subscriber list. +--- + +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 [email campaigns](/marketing/email-campaigns) and [automated workflows](/integrations/workflows). + +## Get the embed code + + + + Navigate to **Marketing** > **Audience** in your Sailia dashboard. + + + Select the newsletter form option to open the embed code dialog. You will see a live preview of the form alongside the embed code. + + + Use the **Button Color** picker to match the form's submit button to your website's branding. + + + Click **Copy embed code**. The code is copied to your clipboard. + + + Open your website's HTML editor and paste the code where you want the form to appear. Save and publish your page. + + + + + The embed code is a self-contained HTML snippet. It works on any website that allows custom HTML, including WordPress, Squarespace, Wix, and static sites. + + +## After embedding + +Once the form is live on your website: + +- **New subscribers** appear in your audience automatically. +- You can segment and target subscribers using audience filters when sending campaigns. +- Subscribers can unsubscribe through the link included in your marketing emails. + + + If the copy button does not work in your browser, select the code manually from the text area and copy it with your keyboard. + + +## Related guides + + + + Send targeted email campaigns and newsletters to your audience. + + + Learn about the automated emails Sailia sends to your customers. + + diff --git a/marketing/notifications.mdx b/marketing/notifications.mdx new file mode 100644 index 0000000..dc2d334 --- /dev/null +++ b/marketing/notifications.mdx @@ -0,0 +1,80 @@ +--- +title: Notifications and emails +description: Understand the emails Sailia sends to your customers and how to customize them. +--- + +Sailia sends automated emails to keep customers informed about their bookings. These range from booking confirmations to waitlist notifications and workflow-triggered messages. + +## Automatic emails + +These emails are sent by Sailia without any setup required: + +| Email | When it's sent | +| --- | --- | +| **Booking confirmation** | Immediately after a successful online booking or POS sale with an email address | +| **Refund notification** | When a [refund](/payments/stripe#refunds) is processed for a booking | +| **Gift card delivery** | When a customer purchases a [gift card](/pricing/gift-cards) — sent to the buyer or recipient | +| **Waitlist notification** | When a spot opens up on a [waitlisted](/activities/waitlists) session | +| **Membership renewal** | When a [membership](/pricing/memberships-and-passes) payment is processed or fails | + +## Custom workflow emails + +For emails beyond the built-in set, use [automated workflows](/integrations/workflows). Workflows let you send custom emails triggered by booking events, such as: + +- **Pre-activity reminders** — send a reminder 24 or 48 hours before the session +- **Post-activity follow-ups** — send a thank-you email with a link to rebook +- **Waiver reminders** — remind customers to complete their [waiver](/customers/waivers) before the activity +- **Promotional messages** — send targeted emails based on booking patterns + +Workflow emails support merge fields to personalize content with the customer's name, activity details, and booking information. + +## Monitoring email volume + +Sailia tracks automated emails through [meter usage tracking](/api-reference/meter-tracking#built-in-meters): + +| Meter | What it tracks | +| --- | --- | +| `workflow-email-sent` | Emails sent by [workflows](/integrations/workflows) | +| `waitlist-notified` | [Waitlist](/activities/waitlists) notification emails | + +Use the meter usage API to monitor email volume and ensure your workflows are performing as expected. + +## Resending emails + +You can resend booking confirmation emails from the [booking details](/activities/managing-bookings) at any time. This is useful when: + +- A customer did not receive the original email +- The customer needs the details forwarded to another address +- You made changes to the booking and want to send an updated confirmation + + + 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. + + +## Troubleshooting + + + + Ask the customer to check their spam or junk folder. If the email is not there, verify their email address in the booking details and resend the confirmation. Some email providers delay delivery — wait a few minutes before resending. + + + Check that the workflow is enabled in the [workflows dashboard](/integrations/workflows). If it was recently disabled and re-enabled, emails already queued before the disable may not be resent. Also verify the trigger conditions match the booking type. + + + This can happen if a confirmation was manually resent while a workflow email was also queued for the same event. Review your workflow triggers to avoid overlapping with built-in automatic emails. + + + +## Related guides + + + + Send targeted email campaigns and newsletters. + + + Set up custom email workflows triggered by booking events. + + + View and manage bookings, including resending confirmations. + + diff --git a/point-of-sale/card-readers.mdx b/point-of-sale/card-readers.mdx index e46af20..1b82d8f 100644 --- a/point-of-sale/card-readers.mdx +++ b/point-of-sale/card-readers.mdx @@ -10,7 +10,7 @@ Sailia integrates with [Stripe Terminal](https://stripe.com/terminal) to accept Before setting up a card reader, make sure you have: - A connected [Stripe account](/payments/stripe) -- At least one [location](/staff/management) configured in Sailia +- At least one [location](/settings/locations) configured in Sailia - A compatible Stripe Terminal card reader with its registration code ## Register a card reader diff --git a/settings/business-settings.mdx b/settings/business-settings.mdx new file mode 100644 index 0000000..fdc4e3c --- /dev/null +++ b/settings/business-settings.mdx @@ -0,0 +1,44 @@ +--- +title: Business settings +description: Configure your company details, contact information, and tracking settings. +--- + +Business settings control the core details about your company that appear across Sailia — on your booking page, in customer emails, and on invoices. Keep these up to date so customers and integrations have the correct information. + +## Configure your business details + +Navigate to **Settings** > **Business Settings** to view and edit the following: + +| Setting | Description | +| --- | --- | +| **Company name** | Your business name, displayed on the booking page and in emails | +| **Contact email** | The public email address customers can use to reach you | +| **Contact phone** | Your business phone number | +| **Website URL** | Your company website, linked from the booking page | +| **Business address** | Your primary business address | +| **GTM Container ID** | Your Google Tag Manager container ID for tracking and analytics | + +To update any field, click on the setting card, enter the new value, and save. + +## Google Tag Manager + +If you use Google Tag Manager for analytics, conversion tracking, or marketing pixels, enter your GTM Container ID (e.g. `GTM-XXXXXXX`) in the business settings. Sailia injects the GTM snippet into your booking page automatically, so your tags fire on all customer-facing pages. + + + Changes to your GTM Container ID take effect immediately on your booking page. Test your tags after updating to ensure they fire correctly. + + +## Payout account + +Your payout account settings determine where Stripe sends your earnings. This is configured during [Stripe setup](/payments/stripe) and can be reviewed from the business settings page. + +## Related guides + + + + Connect Stripe and manage payout settings. + + + Set up individual location addresses and details. + + diff --git a/settings/kit-management.mdx b/settings/kit-management.mdx new file mode 100644 index 0000000..49de64e --- /dev/null +++ b/settings/kit-management.mdx @@ -0,0 +1,73 @@ +--- +title: Kit management +description: Track equipment and kit inventory across your locations. +--- + +Kit management lets you track equipment and resources across your [locations](/settings/locations). You can define kit items, assign them to activity types, and monitor quantities at each site. Sailia uses kit quantities to help manage activity capacity — if you enable auto-capacity, available kit directly determines how many customers can book. + +## How kit management works + +1. You create kit items (e.g. "Wetsuit", "Kayak", "Surfboard") and assign them to activity types. +2. You set quantities for each kit item at each location. +3. When customers book activities, Sailia tracks which kit is allocated. +4. If auto-capacity is enabled, activity capacity adjusts based on available kit. + +## Create a kit item + + + + Navigate to your kit management section from the main dashboard. + + + Click **Add Kit** and enter the kit name (e.g. "Wetsuit", "Paddleboard"). + + + Select which activity types use this kit. This links the kit to those activities for capacity calculations. + + + For each [location](/settings/locations), set the number of this kit item available. Open the location's kit locker to adjust quantities. + + + +## Kit locker + +The kit locker is a per-location view of all kit items and their quantities. You access it from the location card on the kit dashboard. + +From the kit locker, you can: + +- View all kit items at that location with current quantities +- Increase or decrease quantities +- See which activity types each kit item is linked to + +### Quantity conflict detection + +When you change a kit quantity, Sailia checks for potential conflicts with existing bookings. If reducing the quantity would cause overbooking (more customers booked than kit available), you receive a warning before the change is applied. + + + Reducing kit quantities can impact activities with auto-capacity enabled. Always review the conflict warning before confirming a quantity change. + + +## Auto-capacity + +When auto-capacity is enabled on an activity, the maximum number of participants is determined by the available kit at the activity's location. If an activity requires a wetsuit and a surfboard, the capacity is the minimum of the two kit quantities. + +This means: + +- Adding more kit increases capacity automatically +- Removing kit reduces capacity and may trigger overbooking warnings +- Kit quantities are checked in real time during booking + + + Auto-capacity only applies to activities that are linked to kit items. Activities without kit assignments use the manually set capacity. + + +## Related guides + + + + Set up the locations where your kit is stored. + + + Create activities and link them to kit items for auto-capacity. + + diff --git a/settings/locations.mdx b/settings/locations.mdx new file mode 100644 index 0000000..7b5b7c0 --- /dev/null +++ b/settings/locations.mdx @@ -0,0 +1,71 @@ +--- +title: Locations +description: Set up business locations to organize activities, staff, kit, and card readers by site. +--- + +Locations represent the physical sites where you operate — a surf school, kayak centre, or any venue where you run activities. Each location can have its own address, [card readers](/point-of-sale/card-readers), and [kit inventory](/settings/kit-management). + +## Why locations matter + +Locations are used across Sailia to organize your operations: + +- **Activities** are linked to locations so customers see where they need to go +- **Card readers** are registered to a specific location for POS payments +- **Kit** is tracked per location so you know what equipment is available at each site +- **Staff** can be assigned to activities at specific locations +- **Audience filters** let you target [email campaigns](/marketing/email-campaigns) by location + +## Create a location + + + + Navigate to your location management section in Sailia. + + + Click **Add Location** and enter the location name. + + + Enter the full business address including street, city, postcode, and country. This address appears on your booking page and in customer communications. + + + Add a photo of the location to help customers identify the venue. + + + Save the location. You can now link activities, card readers, and kit to this site. + + + +## Edit a location + +You can update a location's name, address, and image at any time from the location settings. Changes are reflected across all linked activities and bookings. + +## Card readers per location + +Each [card reader](/point-of-sale/card-readers) is registered to a specific location. When you set up a reader, you choose which location it belongs to. This ensures POS payments are associated with the correct site. + +If you have multiple locations, register a card reader at each one to accept in-person payments at every site. + +## Kit management + +Each location has its own [kit inventory](/settings/kit-management). You can track equipment quantities per location and manage kit availability for activities at that site. + +To view a location's kit inventory, open the location and select **Kit Locker**. From here you can: + +- View all kit items and their quantities at this location +- Adjust quantities (with conflict detection for overbooking) +- Add new kit items + + + Changing kit quantities can affect activity capacities if you use auto-capacity. Sailia warns you about potential overbooking conflicts before applying changes. + + +## Related guides + + + + Register card readers at your locations. + + + Track equipment inventory across locations. + + diff --git a/settings/qualifications.mdx b/settings/qualifications.mdx new file mode 100644 index 0000000..81c14f2 --- /dev/null +++ b/settings/qualifications.mdx @@ -0,0 +1,57 @@ +--- +title: Qualifications +description: Define staff qualifications and track instructor certifications. +--- + +Qualifications let you define the certifications and competencies required for your activities. You can create qualification types and assign them to staff members to ensure the right people are leading the right activities. + +Sailia supports two qualification categories: + +| Category | Description | +| --- | --- | +| **Instructor** | Certifications required to lead or instruct activities (e.g. surf instructor level 2, first aid) | +| **Personal competency** | Skills or competencies that staff need for specific roles or tasks | + +## Create a qualification + + + + Navigate to **Settings** and select the **Qualifications** tab. + + + Click **Add Qualification** and enter the qualification name. + + + Select whether this is an **Instructor** qualification or a **Personal Competency**. + + + Save the qualification. You can now assign it to [staff members](/staff/management). + + + +## Manage qualifications + +From the qualifications settings, you can: + +- View all defined qualifications +- Edit a qualification's name or type +- Delete qualifications that are no longer needed + + + Deleting a qualification removes it from all staff members who have it assigned. This action cannot be undone. + + +## Assign qualifications to staff + +Once qualifications are defined, assign them to individual staff members from their [staff profile](/staff/management). This helps you track which staff members are certified for which activities and ensures compliance with any regulatory requirements. + +## Related guides + + + + Manage staff profiles and assign qualifications. + + + Create activities that require specific qualifications. + + diff --git a/settings/refund-policies.mdx b/settings/refund-policies.mdx new file mode 100644 index 0000000..84396e7 --- /dev/null +++ b/settings/refund-policies.mdx @@ -0,0 +1,58 @@ +--- +title: Refund policies +description: Create and manage refund policies for your activities and bookings. +--- + +Refund policies define the terms under which customers can receive a refund when they cancel a booking. You can create multiple policies and assign them to different activities, giving you flexibility to set different cancellation terms for different products. + +## Create a refund policy + + + + Navigate to **Settings** and select the **Policies** tab. + + + Click **Add Refund Policy** and enter a name for the policy (e.g. "Standard 48-hour cancellation", "Non-refundable"). + + + Set the cancellation window and refund percentage. For example, a full refund if cancelled more than 48 hours before the activity, or a 50% refund within 24 hours. + + + Save the policy. You can now assign it to activities. + + + +## Assign policies to activities + +When creating or editing an [activity](/activities/activities), select a refund policy to apply. The policy terms are shown to customers during the booking process so they understand the cancellation terms before purchasing. + +## How refunds work + +When a customer requests a cancellation: + +1. Sailia checks the assigned refund policy for the activity. +2. Based on how far in advance the cancellation is made, the policy determines the refund amount (full, partial, or none). +3. If a refund is due, it is processed through [Stripe](/payments/stripe) and returned to the customer's original payment method. + + + Refunds typically take 5–10 business days to appear on the customer's statement, depending on their bank. + + +## Edit or delete a policy + +You can edit a policy's name and terms at any time. Existing bookings that were made under the old terms are not affected — the policy in effect at the time of booking applies. + + + Deleting a refund policy removes it from all activities it was assigned to. Those activities will have no refund policy until you assign a new one. + + +## Related guides + + + + Create activities and assign refund policies. + + + Process refunds through Stripe. + + diff --git a/staff/management.mdx b/staff/management.mdx index 97371e9..a566eb9 100644 --- a/staff/management.mdx +++ b/staff/management.mdx @@ -58,12 +58,19 @@ Control what each staff member can access in Sailia: Start with minimal permissions and add access as needed. You can update permissions at any time from the staff member's profile. +## Qualifications + +You can track instructor certifications and competencies by assigning [qualifications](/settings/qualifications) to staff members. Define qualification types in settings, then assign them to individual staff profiles. + ## Related guides Automatically generate timesheets from scheduled bookings. + + Define instructor certifications and competencies. + Create activities and assign staff to them.