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Reorganize docs and add new help center pages #54

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84 changes: 84 additions & 0 deletions activities/add-ons.mdx
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---
title: Add-ons
description: Offer optional extras that customers can purchase alongside activity bookings.
keywords: ['add-ons', 'extras', 'upsell', 'optional', 'equipment', 'upgrades']
---

Add-ons are optional extras that customers can purchase alongside an activity booking. Use them for equipment hire, photography packages, meal upgrades, or any supplementary product tied to an activity.

## How add-ons work

1. You create an add-on and link it to one or more activities.
2. During checkout, customers see the available add-ons for their selected activity.
3. They choose which add-ons to include and the quantity.
4. The add-on cost is included in the order total.

## Create an add-on

<Steps>
<Step title="Open add-on settings">
Navigate to your activities section and open the add-ons area, or go to a specific activity's settings.
</Step>
<Step title="Create the add-on">
Enter a name, description, and price for the add-on.
</Step>
<Step title="Choose the pricing model">
Select whether the add-on is charged **per person** or **per booking**:

| Model | How it works |
| --- | --- |
| **Per person** | The price is multiplied by the number of participants. A £5 per-person add-on for a group of 4 costs £20. |
| **Per booking** | A flat charge regardless of group size. A £10 per-booking add-on costs £10 whether one person or ten attend. |
</Step>
<Step title="Link to activities">
Assign the add-on to the activities where it should appear. An add-on can be linked to multiple activities.
</Step>
</Steps>

## Add-ons in the checkout flow

When a customer selects an activity that has add-ons, the add-on options appear during the booking process. Customers can:

- Select which add-ons they want
- Choose quantities where applicable
- See the updated total before completing payment

<Tip>
Keep add-on names short and descriptive. Customers see them inline during checkout, so clarity helps them make quick decisions.
</Tip>

## Add-ons for group bookings

For [group bookings](/activities/group-bookings), the pricing model matters:

- **Per-person add-ons** are multiplied by the number of participants in the group
- **Per-booking add-ons** are charged once regardless of group size

This lets you offer things like a group photo (per booking) alongside individual equipment hire (per person).

## Discounts on add-ons

[Discount codes](/pricing/discount-codes) can be configured to apply to add-ons. When creating a discount, enable **Add-ons** under product eligibility. The discount applies to the add-on line items in the basket.

<Note>
Auto-apply discounts do not support add-ons. Only manually entered discount codes can apply to add-on products.
</Note>

## Accounting

If you use [Xero accounting sync](/integrations/accounting-sync), assign an accounting category to each add-on. This determines how add-on revenue is categorized on Xero invoices, including the correct VAT rate and account code.

## Membership add-ons

Add-ons can also be attached to [membership plans](/pricing/memberships-and-passes#membership-add-ons). Membership add-ons work differently from activity add-ons — they are billed as part of the membership subscription rather than as a one-time checkout item.

## Related guides

<Columns cols={2}>
<Card title="Activities" icon="calendar" href="/activities/activities">
Create activities and configure add-ons.
</Card>
<Card title="Group bookings" icon="users" href="/activities/group-bookings">
How add-ons work with group bookings.
</Card>
</Columns>
82 changes: 82 additions & 0 deletions customers/importing-customers.mdx
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---
title: Importing customers
description: Migrate existing customers and members from another system into Sailia.
keywords: ['import', 'migration', 'CSV', 'customer data', 'bulk import', 'switch']
---

If you are switching to Sailia from another booking system, you can import your existing customer data and membership records. This saves you from manually re-entering customer details and ensures members keep their subscriptions during the transition.

## What you can import

| Data type | What is created |
| --- | --- |
| **Customers** | Customer profiles with names, email addresses, and contact details |
| **Family members** | [Family accounts](/customers/family-accounts) with linked members under a primary account holder |
| **Memberships** | Active [membership](/pricing/memberships-and-passes) instances assigned to the correct plan and billing cycle |
| **Membership add-ons** | [Add-on subscriptions](/pricing/memberships-and-passes#membership-add-ons) attached to imported memberships |

## Before you import

<Steps>
<Step title="Set up your membership plans">
Create all [membership plans](/pricing/memberships-and-passes) and link the relevant [add-ons](/pricing/memberships-and-passes#membership-add-ons) before running the import. Imported memberships must reference an existing plan in Sailia.
</Step>
<Step title="Prepare your import data">
Structure your data with the required fields for each record. Each row typically includes:

- Customer name and email
- Family member details (if applicable)
- Plan ID for the target membership
- Billing cycle start and end dates
- Optional member number from your old system
- Optional add-on selections with quantities
- Optional notes
</Step>
<Step title="Review for duplicates">
Check your data for duplicate email addresses or family members. Sailia uses email addresses to match existing records, so duplicates may cause conflicts.
</Step>
</Steps>

<Warning>
Always test your import with a small batch first to verify the data maps correctly before importing your full customer list.
</Warning>

## Membership migration details

When importing membership records, each row can include:

| Field | Description |
| --- | --- |
| **Plan ID** | The Sailia membership plan to assign the member to |
| **Billing cycle dates** | The current billing period start and end dates |
| **Member number** | An optional custom member number to preserve from your old system |
| **Add-ons** | A list of add-on selections, each with a membership add-on ID and quantity |
| **Note** | An optional note attached to the membership instance |

<Note>
Add-ons included during migration must already be linked to the target membership plan. Create your plans and link the relevant add-ons before running the import.
</Note>

## After importing

Once the import is complete:

- Verify that customer profiles appear correctly in the [customer dashboard](/customers/overview)
- Check that membership plans and billing cycles are assigned correctly
- Confirm add-on subscriptions are attached to the right memberships
- Ask a few customers to log in and verify their account details

<Tip>
Use [automated workflows](/integrations/workflows) with the **New client account** trigger to send a welcome email to imported customers, introducing them to the new booking system and explaining how to access their account.
</Tip>

## Related guides

<Columns cols={2}>
<Card title="Customer management" icon="users" href="/customers/overview">
View and manage imported customer profiles.
</Card>
<Card title="Memberships and passes" icon="id-card" href="/pricing/memberships-and-passes">
Set up the membership plans your imports will reference.
</Card>
</Columns>
38 changes: 29 additions & 9 deletions docs.json
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Expand Up @@ -17,39 +17,52 @@
"group": "Getting started",
"pages": [
"index",
"getting-started/quickstart",
"getting-started/overview",
"getting-started/setup-checklist",
"getting-started/account-settings",
"getting-started/booking-page",
"getting-started/embedding",
"getting-started/locations",
"getting-started/faq"
"getting-started/locations"
]
},
{
"group": "Activities and scheduling",
"group": "Activities and bookings",
"pages": [
"activities/activities",
"activities/add-ons",
"activities/online-bookings",
"activities/managing-bookings",
"activities/group-bookings",
"activities/seasonal-scheduling",
"activities/cancellation-policies",
"activities/cancellations-and-refunds",
"activities/waitlists"
]
},
{
"group": "Customers and marketing",
"group": "Cancellations",
"pages": [
"activities/cancellation-policies",
"activities/cancellations-and-refunds"
]
},
{
"group": "Customers",
"pages": [
"customers/overview",
"customers/customer-accounts",
"customers/family-accounts",
"customers/importing-customers",
"customers/waivers",
"customers/file-uploads",
"customers/file-uploads"
]
},
{
"group": "Marketing and communications",
"pages": [
"customers/notifications",
"customers/marketing",
"customers/newsletter-forms"
"customers/newsletter-forms",
"integrations/workflows"
]
},
{
Expand All @@ -73,6 +86,7 @@
"group": "Payments and finance",
"pages": [
"payments/stripe",
"payments/billing",
"payments/instalments",
"payments/taxes",
"payments/donations",
Expand All @@ -92,11 +106,17 @@
{
"group": "Integrations",
"pages": [
"integrations/workflows",
"integrations/booking-tracking",
"integrations/accounting-sync",
"integrations/adventuro"
]
},
{
"group": "Help and support",
"pages": [
"getting-started/faq",
"troubleshooting"
]
}
]
},
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58 changes: 58 additions & 0 deletions getting-started/quickstart.mdx
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---
title: Quickstart
description: Get your Sailia account up and running in under 15 minutes.
keywords: ['quickstart', 'getting started', 'first steps', 'onboarding', 'new account']
---

This guide walks you through the essential steps to accept your first booking. You can complete the full setup in under 15 minutes.

## Prerequisites

You need an active Sailia account. If you do not have one yet, contact the Sailia team to get set up.

<Steps>
<Step title="Connect Stripe">
Go to **Settings** > **Payments** and click **Connect to Stripe**. This is the only required step before you can accept payments. You are redirected to Stripe to authorize the connection — if you do not have a Stripe account, you can create one during this process.

[Full Stripe setup guide](/payments/stripe)
</Step>

<Step title="Create your first activity">
Go to your activities dashboard and click **Create Activity**. Choose a type (course, hire, or event), set a name, schedule, price, and capacity. Publish the activity to make it visible on your booking page.

[Learn about activity types](/activities/activities)
</Step>

<Step title="Share your booking page">
Your booking page is live as soon as you publish an activity. Find your URL in **Settings** > **Booking page** — it follows the format `https://bookings.sailia.com/your-business`. Share it on your website, social media, or email it directly to customers.

[Customize your booking page](/getting-started/booking-page)
</Step>
</Steps>

You are now ready to accept bookings. Customers can browse your activities, select sessions, and pay online through Stripe.

## What to set up next

Once you are taking bookings, consider these optional features to get more out of Sailia:

<Columns cols={2}>
<Card title="Add your staff" icon="user-gear" href="/staff/management">
Create staff profiles and assign them to activities so they appear on the schedule.
</Card>
<Card title="Set up waivers" icon="file-signature" href="/customers/waivers">
Collect signed waivers and consent forms from customers before activities.
</Card>
<Card title="Create discount codes" icon="tag" href="/pricing/discount-codes">
Offer promotions with fixed, percentage, or tiered discounts.
</Card>
<Card title="Enable workflows" icon="bolt" href="/integrations/workflows">
Send automated booking confirmations, reminders, and follow-ups.
</Card>
<Card title="Connect Xero" icon="arrows-rotate" href="/integrations/accounting-sync">
Sync payouts to your accounting software automatically.
</Card>
<Card title="Full setup checklist" icon="list-check" href="/getting-started/setup-checklist">
Walk through every configuration option step by step.
</Card>
</Columns>
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