sailiasoftware · mintlify · Mar 31, 2026
diff --git a/activities/activities.mdx b/activities/activities.mdx
@@ -1,6 +1,7 @@
 ---
 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.
@@ -74,6 +75,10 @@ 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 +88,10 @@ 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>
diff --git a/activities/managing-bookings.mdx b/activities/managing-bookings.mdx
@@ -1,6 +1,7 @@
 ---
 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.

diff --git a/activities/online-bookings.mdx b/activities/online-bookings.mdx
@@ -1,6 +1,7 @@
 ---
 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.
@@ -71,6 +72,23 @@ 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}>

diff --git a/activities/waitlists.mdx b/activities/waitlists.mdx
@@ -1,6 +1,7 @@
 ---
 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.

diff --git a/api-reference/introduction.mdx b/api-reference/introduction.mdx
@@ -1,6 +1,7 @@
 ---
 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.

diff --git a/api-reference/meter-tracking.mdx b/api-reference/meter-tracking.mdx
@@ -1,6 +1,7 @@
 ---
 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.

diff --git a/customers/file-uploads.mdx b/customers/file-uploads.mdx
@@ -1,6 +1,7 @@
 ---
 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.

diff --git a/customers/overview.mdx b/customers/overview.mdx
@@ -1,6 +1,7 @@
 ---
 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.
@@ -84,4 +85,7 @@ 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>
diff --git a/customers/waivers.mdx b/customers/waivers.mdx
@@ -1,6 +1,7 @@
 ---
 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.

diff --git 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"
             ]
           },
           {
@@ -71,6 +78,15 @@
               "payments/donations"
             ]
           },
+          {
+            "group": "Settings",
+            "pages": [
+              "settings/business-settings",
+              "settings/locations",
+              "settings/kit-management",
+              "settings/refund-policies"
+            ]
+          },
           {
             "group": "Integrations",
             "pages": [
@@ -175,6 +191,14 @@
     {
       "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
@@ -1,6 +1,7 @@
 ---
 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.
@@ -23,15 +24,23 @@ 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
@@ -1,6 +1,7 @@
 ---
 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.
@@ -12,6 +13,14 @@ 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 +30,11 @@ 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 +53,10 @@ 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 +70,7 @@ 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">

diff --git a/index.mdx b/index.mdx
@@ -1,6 +1,7 @@
 ---
 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.
@@ -73,17 +74,25 @@ 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 +102,9 @@ 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 +115,23 @@ 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}>

diff --git a/integrations/accounting-sync.mdx b/integrations/accounting-sync.mdx
@@ -1,6 +1,7 @@
 ---
 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.

diff --git a/integrations/adventuro.mdx b/integrations/adventuro.mdx
@@ -1,6 +1,7 @@
 ---
 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.

diff --git a/integrations/workflows.mdx b/integrations/workflows.mdx
@@ -1,6 +1,7 @@
 ---
 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.