Add missing docs and reorganize for Intercom migration

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
 
 <Columns cols={2}>
@@ -83,4 +87,10 @@ If you use the [Xero accounting sync](/integrations/accounting-sync), assign an
   <Card title="Waitlists" icon="user-plus" href="/activities/waitlists">
     Manage demand when activities are fully booked.
   </Card>
+  <Card title="Kit management" icon="box" href="/settings/kit-management">
+    Track equipment that determines activity capacity.
+  </Card>
+  <Card title="Refund policies" icon="rotate-left" href="/settings/refund-policies">
+    Set cancellation terms for your activities.
+  </Card>
 </Columns>

customers/overview.mdx

@@ -58,4 +58,7 @@ If the customer does not have an account, the POS creates a booking with the att
   <Card title="Memberships and passes" icon="id-card" href="/pricing/memberships-and-passes">
     Manage customer memberships and prepaid passes.
   </Card>
+  <Card title="Email campaigns" icon="envelope" href="/marketing/email-campaigns">
+    Send targeted campaigns and newsletters to your customers.
+  </Card>
 </Columns>

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": {

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
 

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
 
 <Steps>
+  <Step title="Configure your business details">
+    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.
+  </Step>
+
+  <Step title="Set up locations">
+    Create your [locations](/settings/locations) — the physical sites where you run activities. Each location can have its own address, card readers, and kit inventory.
+  </Step>
+
   <Step title="Set up your activities">
     Create the [courses, hires, and events](/activities/activities) you want to offer. Set capacity limits, schedules, and pricing for each.
   </Step>
@@ -21,7 +29,11 @@ You need an active Sailia account. If you do not have one yet, contact the Saili
   </Step>
 
   <Step title="Add your staff">
-    [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.
+  </Step>
+
+  <Step title="Set up kit tracking (optional)">
+    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.
   </Step>
 
   <Step title="Set up discount codes (optional)">
@@ -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.
   </Step>
 
+  <Step title="Configure refund policies (optional)">
+    Create [refund policies](/settings/refund-policies) to define cancellation terms for your activities.
+  </Step>
+
   <Step title="Configure automated workflows (optional)">
     Set up [automated email workflows](/integrations/workflows) to send booking confirmations, reminders, and follow-ups without manual effort.
   </Step>
@@ -53,7 +69,7 @@ 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 audience and reach customers with [email campaigns](/marketing/email-campaigns).
   </Step>
 
   <Step title="Go live">

index.mdx

@@ -73,17 +73,25 @@ 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">
-    Understand the emails Sailia sends and how to customize them.
-  </Card>
-  <Card title="Newsletter signup forms" icon="newspaper" href="/customers/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>
 
+## Marketing
+
+<Columns cols={2}>
+  <Card title="Email campaigns" icon="envelope" href="/marketing/email-campaigns">
+    Create and send targeted email campaigns and newsletters.
+  </Card>
+  <Card title="Notifications and emails" icon="bell" href="/marketing/notifications">
+    Understand the automated emails Sailia sends to customers.
+  </Card>
+  <Card title="Newsletter signup forms" icon="newspaper" href="/marketing/newsletter-forms">
+    Embed signup forms on your website to grow your audience.
+  </Card>
+</Columns>
+
 ## Staff and operations
 
 <Columns cols={2}>
@@ -93,6 +101,9 @@ Find guides and references for every part of Sailia — from taking bookings and
   <Card title="Auto daily timesheets" icon="clock" href="/staff/auto-timesheets">
     Automatically generate timesheet entries from scheduled bookings.
   </Card>
+  <Card title="Qualifications" icon="certificate" href="/settings/qualifications">
+    Define instructor certifications and staff competencies.
+  </Card>
 </Columns>
 
 ## Payments
@@ -103,6 +114,23 @@ Find guides and references for every part of Sailia — from taking bookings and
   </Card>
 </Columns>
 
+## Settings
+
+<Columns cols={2}>
+  <Card title="Business settings" icon="gear" href="/settings/business-settings">
+    Configure your company details, contact info, and tracking.
+  </Card>
+  <Card title="Locations" icon="location-dot" href="/settings/locations">
+    Set up your business locations and manage site-specific settings.
+  </Card>
+  <Card title="Kit management" icon="box" href="/settings/kit-management">
+    Track equipment and kit inventory across locations.
+  </Card>
+  <Card title="Refund policies" icon="rotate-left" href="/settings/refund-policies">
+    Create cancellation and refund policies for activities.
+  </Card>
+</Columns>
+
 ## Integrations
 
 <Columns cols={2}>

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
+
+<Steps>
+  <Step title="Open the communications dashboard">
+    Navigate to **Communications** in your Sailia dashboard and select the **Campaigns** tab.
+  </Step>
+  <Step title="Start a new campaign">
+    Click **New Campaign**. Enter a campaign name and subject line.
+  </Step>
+  <Step title="Design the email">
+    Use the built-in email editor to compose your message. You can start from scratch or select an existing [email template](#email-templates).
+  </Step>
+  <Step title="Select your audience">
+    Choose who receives the campaign. You can send to your entire audience or filter by activity, location, tag, or [membership](/pricing/memberships-and-passes).
+  </Step>
+  <Step title="Send or schedule">
+    Review the campaign details, then send immediately or schedule for a later time.
+  </Step>
+</Steps>
+
+## 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.
+
+<Tip>
+  Use tags to organize your contacts into groups like "VIP", "returning customers", or "event attendees" for more targeted campaigns.
+</Tip>
+
+## 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
+
+<Note>
+  Contacts who unsubscribe through the link in your emails are automatically removed from future campaigns.
+</Note>
+
+## 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
+
+<Columns cols={2}>
+  <Card title="Newsletter signup forms" icon="newspaper" href="/marketing/newsletter-forms">
+    Embed signup forms on your website to grow your audience.
+  </Card>
+  <Card title="Automated workflows" icon="bolt" href="/integrations/workflows">
+    Send automated emails triggered by booking events.
+  </Card>
+</Columns>