sailiasoftware · mintlify · Apr 19, 2026
diff --git 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
@@ -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.
 </Note>
 
+### 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
 
 <Columns cols={2}>

diff --git 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).
+
+<Steps>
+  <Step title="Open the customer account">
+    The customer logs in to their account on your booking page, or you navigate to their profile in the customer dashboard.
+  </Step>
+  <Step title="Go to family members">
+    Select the **Family Members** section on the account profile.
+  </Step>
+  <Step title="Add a new member">
+    Enter the family member's name and any required details. Save the new member.
+  </Step>
+</Steps>
+
+The new family member immediately becomes available for bookings, waiver completion, and membership or pass purchases.
+
+<Note>
+  There is no fixed limit on the number of family members per account. Each member gets their own profile, booking history, and waiver status.
+</Note>
+
 ## 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
@@ -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
@@ -13,6 +13,10 @@ You need an active Sailia account. If you do not have one yet, contact the Saili
 ## Checklist
 
 <Steps>
+  <Step title="Configure your account settings">
+    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.
+  </Step>
+
   <Step title="Set up your locations">
     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.
   </Step>
@@ -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.
   </Step>
 
+  <Step title="Set up accounting categories (optional)">
+    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.
+  </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.
   </Step>
 
+  <Step title="Set up cancellation policies (optional)">
+    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.
+  </Step>
+
   <Step title="Set up discount codes (optional)">
     Create [discount codes](/pricing/discount-codes) for promotions, early-bird offers, or membership benefits.
   </Step>
@@ -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.
   </Step>
 
-  <Step title="Go live">
-    Share your [booking page](/getting-started/booking-page) with customers and start accepting reservations.
+  <Step title="Customize and share your booking page">
+    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.
   </Step>
 </Steps>
 

diff --git 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:
   <Card title="FAQ" icon="circle-question" href="/help/faq">
     Answers to frequently asked questions about Sailia features.
   </Card>
+  <Card title="Common tasks" icon="list-check" href="/help/common-tasks">
+    Quick reference for everyday tasks like bookings, refunds, and staff management.
+  </Card>
+  <Card title="Customer booking guide" icon="book-open" href="/help/customer-guide">
+    Share this guide with your customers if they need help with the booking page.
+  </Card>
 </Columns>
diff --git a/help/faq.mdx b/help/faq.mdx
@@ -82,6 +82,14 @@ keywords: ['faq', 'frequently asked questions', 'help', 'troubleshooting', 'comm
   <Accordion title="How do waivers work?">
     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.
   </Accordion>
+
+  <Accordion title="What customer data does Sailia store?">
+    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.
+  </Accordion>
+
+  <Accordion title="How do I handle a data subject request (GDPR)?">
+    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.
+  </Accordion>
 </AccordionGroup>
 
 ## Pricing and promotions

diff --git 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
   </Card>
 </Columns>
 
+## Payments and billing
+
+<Columns cols={2}>
+  <Card title="Payments and Stripe" icon="credit-card" href="/payments/stripe">
+    Process payments, manage refunds, and handle payouts with Stripe.
+  </Card>
+  <Card title="Instalment plans" icon="calendar-days" href="/payments/instalments">
+    Let customers split payments into scheduled instalments.
+  </Card>
+  <Card title="Taxes and VAT" icon="receipt" href="/payments/taxes">
+    Configure tax rates and accounting categories for your products.
+  </Card>
+  <Card title="Donations" icon="heart" href="/payments/donations">
+    Accept charity donations at checkout with optional Gift Aid support.
+  </Card>
+  <Card title="Financial reporting" icon="chart-line" href="/payments/reporting">
+    View payment data, export records, and monitor business performance.
+  </Card>
+</Columns>
+
 ## Customers
 
 <Columns cols={2}>
@@ -121,26 +143,6 @@ Find guides and references for every part of Sailia — from taking bookings and
   </Card>
 </Columns>
 
-## Payments and billing
-
-<Columns cols={2}>
-  <Card title="Payments and Stripe" icon="credit-card" href="/payments/stripe">
-    Process payments, manage refunds, and handle payouts with Stripe.
-  </Card>
-  <Card title="Instalment plans" icon="calendar-days" href="/payments/instalments">
-    Let customers split payments into scheduled instalments.
-  </Card>
-  <Card title="Taxes and VAT" icon="receipt" href="/payments/taxes">
-    Configure tax rates and accounting categories for your products.
-  </Card>
-  <Card title="Donations" icon="heart" href="/payments/donations">
-    Accept charity donations at checkout with optional Gift Aid support.
-  </Card>
-  <Card title="Financial reporting" icon="chart-line" href="/payments/reporting">
-    View payment data, export records, and monitor business performance.
-  </Card>
-</Columns>
-
 ## Staff and operations
 
 <Columns cols={2}>
@@ -184,18 +186,18 @@ Find guides and references for every part of Sailia — from taking bookings and
 ## Help and support
 
 <Columns cols={2}>
-  <Card title="Common tasks" icon="list-check" href="/help/common-tasks">
-    Quick reference for everyday tasks like bookings, refunds, and staff management.
-  </Card>
-  <Card title="Customer booking guide" icon="book-open" href="/help/customer-guide">
-    A guide for your customers on how to book and manage their account.
-  </Card>
   <Card title="FAQ" icon="circle-question" href="/help/faq">
     Answers to common questions about setting up and using Sailia.
   </Card>
+  <Card title="Common tasks" icon="list-check" href="/help/common-tasks">
+    Quick reference for everyday tasks like bookings, refunds, and staff management.
+  </Card>
   <Card title="Troubleshooting" icon="wrench" href="/help/troubleshooting">
     Solutions to common issues with bookings, payments, and integrations.
   </Card>
+  <Card title="Customer booking guide" icon="book-open" href="/help/customer-guide">
+    A guide for your customers on how to book and manage their account.
+  </Card>
   <Card title="Contact support" icon="headset" href="/help/contact">
     Get in touch with the Sailia support team.
   </Card>

diff --git 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).
 
 <Tip>
   Start with minimal permissions and add access as needed. You can update permissions at any time from the staff member's profile.