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Reorganize docs with new pages and improved content #65

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76 changes: 69 additions & 7 deletions activities/group-bookings.mdx
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Expand Up @@ -8,10 +8,20 @@ Group bookings let a single customer book on behalf of multiple participants —

## How group bookings work

1. The organizer selects an activity session and specifies the number of participants.
2. They complete payment for all places in a single transaction.
3. After payment, the organizer is prompted to fill in individual participant details (names, contact information, and any custom fields).
4. Each participant's details are stored against the booking and visible in your [bookings dashboard](/activities/managing-bookings).
<Steps>
<Step title="Select participants">
The organizer selects an activity session and specifies the number of participants.
</Step>
<Step title="Complete payment">
They complete payment for all places in a single transaction.
</Step>
<Step title="Provide participant details">
After payment, the organizer is prompted to fill in individual participant details (names, contact information, and any custom fields).
</Step>
<Step title="Details stored">
Each participant's details are stored against the booking and visible in your [bookings dashboard](/activities/managing-bookings).
</Step>
</Steps>

<Note>
Capacity is reserved at the time of booking. If an organizer books 10 places, those 10 spots are immediately deducted from the session's available capacity.
Expand All @@ -28,24 +38,70 @@ After a group booking is paid, the organizer can fill in participant details at

The organizer receives a link where they can enter each participant's name and any required information.

<Tip>
Set up both triggers together — an immediate reminder and a follow-up a few days before the session. This gives organizers flexibility while ensuring you have the details you need.
</Tip>

## Waivers for group bookings

If the activity requires a [waiver](/customers/waivers), each participant needs to complete it individually. The organizer can share the waiver link with participants, or you can set up a [waiver reminder workflow](/integrations/workflows#waiver-and-waitlist-triggers) to notify participants directly.

You can check waiver completion status for each participant from the [booking details](/activities/managing-bookings#booking-details).

<Warning>
Waivers are not transferable between bookings. Even if a participant completed a waiver for a previous session, they may need to complete a new one for the current booking depending on your waiver settings.
</Warning>

## Add-ons for groups

[Add-ons](/activities/activities#add-ons) configured as **per-person** are multiplied by the number of participants. Add-ons configured as **per-booking** are charged once regardless of group size.
[Add-ons](/activities/activities#add-ons) behave differently based on their configuration:

| Add-on type | Behavior |
| --- | --- |
| **Per-person** | Charged for each participant in the group. A 10-person group with a per-person add-on is charged 10 times. |
| **Per-booking** | Charged once regardless of group size. Useful for equipment that the whole group shares. |

## Pricing for groups

Group bookings are priced per participant using the activity's standard ticket prices. If you want to offer discounted rates for larger groups, you can:

- Create a [discount code](/pricing/discount-codes) with a minimum participant requirement
- Use [tiered pricing](/pricing/discount-codes#tiered-discounts) to automatically reduce the per-person cost at higher quantities
- Offer a group-specific [activity pass](/pricing/activity-passes) for regular group organizers

## Managing group bookings

From the [bookings dashboard](/activities/managing-bookings), you can:

- View all participants and their details
- Add or remove participants (subject to capacity)
- Add or remove participants (subject to available capacity)
- Check waiver status for each participant
- Process partial refunds if participants cancel
- Edit participant information after the booking is created
- Process partial refunds if individual participants cancel

### Reducing group size

If a participant drops out, you can remove them from the group booking. This frees up their capacity for other customers. You can then process a partial [refund](/activities/cancellations-and-refunds) for the removed participant — either to the original payment method, as [store credit](/pricing/gift-cards), or as cash.

### Increasing group size

If the organizer wants to add more participants after the initial booking, you can add them directly from the booking details, provided the session has available capacity. The organizer is charged for the additional participants.

## Troubleshooting

<AccordionGroup>
<Accordion title="The organizer hasn't provided participant details">
Check whether [workflow reminders](#collecting-participant-details) are configured. You can also manually send the participant details link from the booking details page.
</Accordion>

<Accordion title="A participant can't access the waiver link">
Verify that the waiver link was sent to the correct email address. The organizer can reshare the link, or you can resend the waiver notification from the booking details.
</Accordion>

<Accordion title="Group capacity doesn't match the session">
All group places count toward the session's total capacity. If the session shows as full, check whether the group booking was counted correctly. Each participant in a group uses one capacity slot.
</Accordion>
</AccordionGroup>

## Related guides

Expand All @@ -56,4 +112,10 @@ From the [bookings dashboard](/activities/managing-bookings), you can:
<Card title="Automated workflows" icon="bolt" href="/integrations/workflows">
Set up reminders for group organizers.
</Card>
<Card title="Cancellations and refunds" icon="rotate-left" href="/activities/cancellations-and-refunds">
Process partial refunds for group changes.
</Card>
<Card title="Discount codes" icon="tag" href="/pricing/discount-codes">
Create group discounts with minimum participant rules.
</Card>
</Columns>
57 changes: 55 additions & 2 deletions customers/family-accounts.mdx
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@@ -1,7 +1,7 @@
---
title: Family accounts
description: Manage family members under a single account for shared bookings and memberships.
keywords: ['family accounts', 'family members', 'shared bookings', 'parent account', 'children']
keywords: ['family accounts', 'family members', 'shared bookings', 'parent account', 'children', 'dependents']
---

Family accounts let customers group related people — such as children, partners, or dependents — under a single account. This simplifies booking for families and enables features like shared memberships and restricted activity passes.
Expand All @@ -17,13 +17,32 @@ A customer account can have multiple family members linked to it. Each family me

The primary account holder manages the family — adding members, making bookings, and handling payments on behalf of everyone.

## Adding family members

Customers can add family members from their account on your [booking page](/getting-started/booking-page). For each family member, they enter:

- **Name** — first and last name
- **Contact details** — email or phone (optional, depending on the member's age)
- **Relationship** — how the member relates to the account holder

Staff can also add family members from the [customer profile](/customers/overview) in the dashboard.

<Note>
There is no limit to the number of family members that can be linked to a single account.
</Note>

## Booking for family members

When a family member makes a booking, they can select which family members are attending. Each selected member:
When a customer with family members makes a booking, they can select which family members are attending. Each selected member:

- Counts toward the session's [capacity](/activities/activities#capacity-and-availability)
- Has their own waiver completion tracked individually
- Can have [per-person add-ons](/activities/activities#add-ons) applied
- Appears as a named participant in the booking details

<Tip>
When a customer books for multiple family members in the same session, it works like a [group booking](/activities/group-bookings) — all participants are included in one transaction.
</Tip>

## Memberships and passes

Expand All @@ -38,20 +57,54 @@ Family members can hold their own [memberships](/pricing/memberships) and [activ
When purchasing a membership for specific family members, Sailia checks whether any of the selected users already hold that membership. If a duplicate is found, the purchase is blocked.
</Note>

### How membership discounts apply

When a family with active memberships books an activity:

1. Sailia identifies which family members are attending.
2. For each attending member, it checks whether they hold a membership with a linked [discount](/pricing/discount-codes#membership-discounts).
3. The discount is applied only to the ticket for the qualifying member — not to other family members.

This means a family where one child has a membership and another does not will see the discount applied to only one ticket.

## At the point of sale

When processing a [POS transaction](/point-of-sale/overview), staff can link the sale to a customer account to:

- See all family members and select who is attending
- Auto-apply [membership discounts](/pricing/discount-codes#membership-discounts) for eligible family members
- Redeem [activity passes](/pricing/activity-passes) assigned to specific members
- View waiver status for each family member before the activity starts

## Waivers for family members

Each family member must complete [waivers](/customers/waivers) individually. The primary account holder can complete waivers on behalf of minors or dependents. Waiver status is tracked per family member per booking, so you can see at a glance who has completed their forms.

## Troubleshooting

<AccordionGroup>
<Accordion title="A customer can't add a family member">
Verify the customer has a registered [account](/customers/customer-accounts) (not a guest checkout). Family members can only be added to full customer accounts.
</Accordion>

<Accordion title="A membership discount is not applying for a family member">
Check that the specific family member (not just the account holder) holds the qualifying membership. Membership discounts apply per individual, not per account.
</Accordion>

<Accordion title="Cannot purchase the same membership for two family members">
Purchases must be made separately for each family member. If the system blocks the purchase, one of the selected members may already hold that membership. Check the **Memberships** tab on the [customer profile](/customers/overview).
</Accordion>
</AccordionGroup>

## Related guides

<Columns cols={2}>
<Card title="Customer management" icon="users" href="/customers/overview">
View and manage customer profiles and accounts.
</Card>
<Card title="Customer accounts" icon="user-check" href="/customers/customer-accounts">
How self-service accounts work.
</Card>
<Card title="Memberships" icon="id-card" href="/pricing/memberships">
Set up recurring membership plans.
</Card>
Expand Down
63 changes: 59 additions & 4 deletions customers/newsletter-forms.mdx
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@@ -1,7 +1,7 @@
---
title: Newsletter signup forms
description: Embed a newsletter signup form on your website to grow your subscriber list.
keywords: ['newsletter', 'signup form', 'email list', 'marketing', 'embed form']
keywords: ['newsletter', 'signup form', 'email list', 'marketing', 'embed form', 'subscribe']
---

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.
Expand All @@ -10,6 +10,8 @@ You can embed a newsletter signup form on your website so visitors can subscribe

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/marketing) and [automated workflows](/integrations/workflows).

The form collects the visitor's name and email address. No payment information or account creation is required — the form is purely for newsletter subscriptions.

## Get the embed code

<Steps>
Expand All @@ -34,18 +36,68 @@ When a visitor fills in your embedded form and submits it, they are automaticall
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.
</Note>

## Where to place the form

For best results, place the newsletter form where visitors are most likely to engage:

- **Homepage** — in a sidebar or footer section to capture general interest
- **Blog or news page** — near content that demonstrates your expertise
- **Contact page** — visitors already looking to engage with your business
- **Booking confirmation page** — after a customer has completed a booking (if your website supports this)

<Tip>
Avoid placing the form in a pop-up or modal that interrupts the browsing experience. Inline forms embedded directly into the page tend to perform better.
</Tip>

## 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.
- **New subscribers** appear in your audience automatically
- You can segment and target subscribers using audience filters when sending [campaigns](/customers/marketing)
- Subscribers can unsubscribe through the link included in your marketing emails
- Duplicate submissions (same email address) do not create duplicate audience entries

## Platform-specific instructions

<AccordionGroup>
<Accordion title="WordPress">
Use a **Custom HTML** block in the WordPress block editor. Paste the embed code into the block and publish the page. If you are using a page builder plugin (like Elementor or WPBakery), look for an HTML or code widget.
</Accordion>

<Accordion title="Squarespace">
Add a **Code** block to your page. Paste the embed code and save. Squarespace may require a Business plan or higher to embed custom code.
</Accordion>

<Accordion title="Wix">
Use the **Embed Code** > **Custom Element** or **HTML iframe** widget. Paste the embed code into the widget settings. Position the widget where you want the form to appear.
</Accordion>

<Accordion title="Static HTML site">
Open your HTML file in a text editor. Paste the embed code at the location where you want the form to appear, then upload the updated file to your hosting provider.
</Accordion>
</AccordionGroup>

<Tip>
If the copy button does not work in your browser, select the code manually from the text area and copy it with your keyboard.
</Tip>

## Troubleshooting

<AccordionGroup>
<Accordion title="The form is not appearing on my website">
Check that the embed code was pasted into an area that supports custom HTML. Some website builders require a specific block type (like "Custom HTML" or "Code") rather than a regular text block. Also confirm that you saved and published the page after pasting.
</Accordion>

<Accordion title="Subscribers are not appearing in my audience">
Verify the form is using the correct embed code from your Sailia account. If you copied code from a different account or an older version, it may not be linked correctly. Regenerate the code and re-embed it.
</Accordion>

<Accordion title="The form looks different from the preview">
Your website's CSS styles may override the form's default styling. Check your website's theme for conflicting styles on form elements, buttons, or input fields.
</Accordion>
</AccordionGroup>

## Related guides

<Columns cols={2}>
Expand All @@ -55,4 +107,7 @@ Once the form is live on your website:
<Card title="Automated workflows" icon="bolt" href="/integrations/workflows">
Set up triggered email sequences for your subscribers.
</Card>
<Card title="Embedding your booking page" icon="code" href="/getting-started/embedding">
Embed your full booking page alongside newsletter forms.
</Card>
</Columns>
21 changes: 17 additions & 4 deletions docs.json
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Expand Up @@ -18,12 +18,12 @@
"pages": [
"index",
"getting-started/overview",
"getting-started/key-concepts",
"getting-started/setup-checklist",
"getting-started/account-settings",
"getting-started/booking-page",
"getting-started/embedding",
"getting-started/locations",
"getting-started/faq"
"getting-started/locations"
]
},
{
Expand All @@ -40,14 +40,19 @@
]
},
{
"group": "Customers and marketing",
"group": "Customers",
"pages": [
"customers/overview",
"customers/customer-accounts",
"customers/family-accounts",
"customers/waivers",
"customers/file-uploads",
"customers/notifications",
"customers/notifications"
]
},
{
"group": "Marketing",
"pages": [
"customers/marketing",
"customers/newsletter-forms"
]
Expand Down Expand Up @@ -99,6 +104,14 @@
"integrations/accounting-sync",
"integrations/adventuro"
]
},
{
"group": "Help and reference",
"pages": [
"getting-started/faq",
"getting-started/troubleshooting",
"getting-started/data-privacy"
]
}
]
},
Expand Down
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