diff --git a/api-reference/ota-core.mdx b/api-reference/ota-core.mdx index ba0eb06..1d4a19a 100644 --- a/api-reference/ota-core.mdx +++ b/api-reference/ota-core.mdx @@ -152,22 +152,6 @@ Retrieve the waiver questions associated with an activity. Use this to display r GET /api/v2/ota/adventuro/questions/{ActivityID} ``` -### Responses - -| Status | Description | -| --- | --- | -| **200** | List of available timeslots | -| **400** | Invalid `ActivityID` | -| **422** | Missing `Date` parameter | - -## Get waiver questions - -Retrieve the waiver questions associated with an activity. Use this to display required forms to customers before they complete a booking. - -``` -GET /api/v2/ota/core/questions/{ActivityID} -``` - ### Path parameters | Parameter | Type | Description | @@ -185,7 +169,7 @@ curl -H "Authorization: Bearer YOUR_API_TOKEN" \ | Status | Description | | --- | --- | -| **200** | List of waiver questions | +| **200** | List of waiver questions with field types, labels, and required flags | | **400** | Invalid `ActivityID` | ## Create a booking diff --git a/customers/customer-accounts.mdx b/customers/customer-accounts.mdx index 24214c3..3d33c2c 100644 --- a/customers/customer-accounts.mdx +++ b/customers/customer-accounts.mdx @@ -84,6 +84,14 @@ Customer accounts store the following information: The [Notes tab](/customers/overview#notes) on a customer profile is only visible to staff with the appropriate permissions. Customers cannot see internal notes. +### Password reset + +If a customer forgets their password, they can reset it from the login page on your booking page. Sailia sends a password reset link to the email address associated with their account. + +### Managing customer data + +As a business, you are responsible for handling customer data in compliance with applicable data protection regulations (such as GDPR). If a customer requests access to their data or asks for their account to be deleted, contact [Sailia support](/help/contact) for assistance with data subject requests. + ## Related guides diff --git a/customers/family-accounts.mdx b/customers/family-accounts.mdx index d49583a..0694dab 100644 --- a/customers/family-accounts.mdx +++ b/customers/family-accounts.mdx @@ -17,6 +17,28 @@ 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. +## Add a family member + +Customers add family members from their account on your booking page. As an admin, you can also manage family members from the [customer dashboard](/customers/overview). + + + + The customer logs in to their account on your booking page, or you navigate to their profile in the customer dashboard. + + + Select the **Family Members** section on the account profile. + + + Enter the family member's name and any required details. Save the new member. + + + +The new family member immediately becomes available for bookings, waiver completion, and membership or pass purchases. + + + There is no fixed limit on the number of family members per account. Each member gets their own profile, booking history, and waiver status. + + ## Booking for family members When a family member makes a booking, they can select which family members are attending. Each selected member: diff --git a/docs.json b/docs.json index 21528a4..71e2613 100644 --- a/docs.json +++ b/docs.json @@ -38,6 +38,25 @@ "activities/cancellations-and-refunds" ] }, + { + "group": "Pricing and promotions", + "pages": [ + "pricing/memberships", + "pricing/activity-passes", + "pricing/discount-codes", + "pricing/gift-cards" + ] + }, + { + "group": "Payments and billing", + "pages": [ + "payments/stripe", + "payments/instalments", + "payments/taxes", + "payments/donations", + "payments/reporting" + ] + }, { "group": "Customers", "pages": [ @@ -51,15 +70,6 @@ "customers/newsletter-forms" ] }, - { - "group": "Pricing and promotions", - "pages": [ - "pricing/memberships", - "pricing/activity-passes", - "pricing/discount-codes", - "pricing/gift-cards" - ] - }, { "group": "Point of sale", "pages": [ @@ -69,16 +79,6 @@ "point-of-sale/custom-pricing" ] }, - { - "group": "Payments and billing", - "pages": [ - "payments/stripe", - "payments/instalments", - "payments/taxes", - "payments/donations", - "payments/reporting" - ] - }, { "group": "Staff and operations", "pages": [ @@ -102,10 +102,10 @@ { "group": "Help and support", "pages": [ - "help/common-tasks", - "help/customer-guide", "help/faq", + "help/common-tasks", "help/troubleshooting", + "help/customer-guide", "help/contact" ] } diff --git a/getting-started/setup-checklist.mdx b/getting-started/setup-checklist.mdx index b868280..392d1f7 100644 --- a/getting-started/setup-checklist.mdx +++ b/getting-started/setup-checklist.mdx @@ -13,6 +13,10 @@ You need an active Sailia account. If you do not have one yet, contact the Saili ## Checklist + + Open [account settings](/getting-started/account-settings) and complete your business profile — name, email, phone, and address. Set your [timezone](/getting-started/account-settings#timezone) so that schedules and bookings display the correct local times. + + If you operate from multiple sites, [create locations](/getting-started/locations) for each venue. This organizes your schedule, POS terminals, and card readers by site. @@ -25,10 +29,18 @@ You need an active Sailia account. If you do not have one yet, contact the Saili [Connect your Stripe account](/payments/stripe) so you can accept online payments. Sailia uses Stripe for card processing, payouts, and refunds. + + If you track VAT or sync with Xero, configure [accounting categories](/payments/taxes#set-up-accounting-categories) and assign them to your activities and products. This ensures payouts are categorized correctly for reporting and tax compliance. + + [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. + + Define your [cancellation policies](/activities/cancellation-policies) and communicate them through activity descriptions, waivers, and confirmation emails. This sets clear expectations with customers before they book. + + Create [discount codes](/pricing/discount-codes) for promotions, early-bird offers, or membership benefits. @@ -65,8 +77,8 @@ 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. - - Share your [booking page](/getting-started/booking-page) with customers and start accepting reservations. + + Review your [booking page](/getting-started/booking-page) to make sure your activities, pricing, and branding look correct. [Embed it on your website](/getting-started/embedding) or share the link directly, then start accepting reservations. diff --git a/help/contact.mdx b/help/contact.mdx index 257b6a0..45e6059 100644 --- a/help/contact.mdx +++ b/help/contact.mdx @@ -11,6 +11,11 @@ If you cannot find the answer you need in the documentation, the Sailia support | Channel | Details | | --- | --- | | **Email** | [support@sailia.com](mailto:support@sailia.com) | +| **In-app chat** | Use the chat widget in the bottom-right corner of your Sailia dashboard | + +## What to expect + +The Sailia team aims to respond to support requests as quickly as possible. Complex issues may require additional investigation — we will keep you updated on progress. ## Before contacting support @@ -20,6 +25,15 @@ To help us resolve your issue quickly, please include: - **A clear description** of the issue, including any error messages you see - **Steps to reproduce** the problem, if applicable - **Screenshots** showing the issue, if possible +- **Browser and device** you are using (if the issue is visual or happens in the booking page) + +## What we can help with + +- Account configuration and setup questions +- Troubleshooting payment, booking, or integration issues +- Data subject requests (GDPR, account deletion) +- Feature questions and best practices +- Reporting bugs or unexpected behavior ## Common issues you can resolve yourself @@ -32,4 +46,10 @@ Many issues have quick solutions in the documentation: Answers to frequently asked questions about Sailia features. + + Quick reference for everyday tasks like bookings, refunds, and staff management. + + + Share this guide with your customers if they need help with the booking page. + diff --git a/help/faq.mdx b/help/faq.mdx index 950bda5..a562d08 100644 --- a/help/faq.mdx +++ b/help/faq.mdx @@ -82,6 +82,14 @@ keywords: ['faq', 'frequently asked questions', 'help', 'troubleshooting', 'comm You create [waiver](/customers/waivers) templates with text blocks, checkboxes, signature fields, and file uploads. Link them to activities, and customers are prompted to complete them during checkout. You can track completion from the bookings dashboard. + + + Sailia stores customer names, email addresses, booking history, membership and pass status, waiver responses, and optional profile images. Internal staff notes are not visible to customers. See [customer data and privacy](/customers/customer-accounts#customer-data-and-privacy) for the full list. + + + + If a customer requests access to their data or asks for their account to be deleted, contact [Sailia support](/help/contact) for assistance. Sailia can help you fulfill data subject requests in compliance with applicable regulations. + ## Pricing and promotions diff --git a/index.mdx b/index.mdx index 64162ff..051061f 100644 --- a/index.mdx +++ b/index.mdx @@ -4,7 +4,9 @@ description: Learn how to set up and manage your booking, staffing, and payments keywords: ['sailia', 'documentation', 'help center', 'booking software', 'activity management'] --- -Find guides and references for every part of Sailia — from taking bookings and managing staff to syncing your accounts and building on the API. +Sailia is a booking and business management platform for activity providers — surf schools, adventure centres, kayak hire, climbing walls, and more. It handles online and in-person bookings, payments, staff scheduling, memberships, and integrations with tools like Xero and Google Tag Manager. + +Find guides and references for every part of Sailia below. ## Getting started @@ -75,6 +77,26 @@ Find guides and references for every part of Sailia — from taking bookings and +## Payments and billing + + + + Process payments, manage refunds, and handle payouts with Stripe. + + + Let customers split payments into scheduled instalments. + + + Configure tax rates and accounting categories for your products. + + + Accept charity donations at checkout with optional Gift Aid support. + + + View payment data, export records, and monitor business performance. + + + ## Customers @@ -121,26 +143,6 @@ Find guides and references for every part of Sailia — from taking bookings and -## Payments and billing - - - - Process payments, manage refunds, and handle payouts with Stripe. - - - Let customers split payments into scheduled instalments. - - - Configure tax rates and accounting categories for your products. - - - Accept charity donations at checkout with optional Gift Aid support. - - - View payment data, export records, and monitor business performance. - - - ## Staff and operations @@ -184,18 +186,18 @@ Find guides and references for every part of Sailia — from taking bookings and ## Help and support - - Quick reference for everyday tasks like bookings, refunds, and staff management. - - - A guide for your customers on how to book and manage their account. - Answers to common questions about setting up and using Sailia. + + Quick reference for everyday tasks like bookings, refunds, and staff management. + Solutions to common issues with bookings, payments, and integrations. + + A guide for your customers on how to book and manage their account. + Get in touch with the Sailia support team. diff --git a/staff/management.mdx b/staff/management.mdx index 2627f26..0120136 100644 --- a/staff/management.mdx +++ b/staff/management.mdx @@ -56,8 +56,13 @@ Control what each staff member can access in Sailia by assigning them to permiss | **What's On** | View the schedule, bookings, and activity details | | **Financial Dashboard** | Payouts, receipts, exports, [discount codes](/pricing/discount-codes), [gift cards](/pricing/gift-cards), [instalment plans](/payments/instalments), and [Xero sync status](/integrations/accounting-sync) | | **POS** | Process sales through the [point of sale](/point-of-sale/overview) | +| **Manage POS** | Configure POS terminals, grid layouts, and [card readers](/point-of-sale/card-readers) | | **Communications** | Send emails and manage [notification workflows](/integrations/workflows) | | **Manage Staff** | View and edit other staff profiles, pay rates, and timesheets | +| **Operator Booking** | Create bookings on behalf of customers, including [phone and mail-order (MOTO) payments](/payments/stripe#phone-and-mail-order-payments) | +| **View Other Users** | View customer profiles and booking history in the [customer dashboard](/customers/overview) | + +For a complete breakdown of what each permission controls and recommended role-based combinations, see the [permissions reference](/staff/permissions). Start with minimal permissions and add access as needed. You can update permissions at any time from the staff member's profile.