From ca779d224368637ae177f4b0a9dada0b0788f090 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Wed, 22 Apr 2026 02:15:46 +0000 Subject: [PATCH] Migrate Intercom docs to Mintlify with new pages and improvements - Add branding/customization guide (getting-started/branding.mdx) - Add staff qualifications guide (staff/qualifications.mdx) - Expand contact support page with live chat, response times, feature requests - Expand billing page with subscription management steps, usage meters, cancellation - Expand family accounts with step-by-step member management, removal, tips - Expand newsletter forms with customization options, placement tips, GDPR/privacy - Fix OTA API duplicate waiver questions section and incorrect response descriptions - Add new pages to docs.json navigation and index.mdx Generated-By: mintlify-agent --- api-reference/ota-core.mdx | 15 ++++- customers/family-accounts.mdx | 52 ++++++++++++++++- customers/newsletter-forms.mdx | 63 +++++++++++++++++--- docs.json | 4 +- getting-started/billing.mdx | 60 ++++++++++++++----- getting-started/branding.mdx | 104 +++++++++++++++++++++++++++++++++ help/contact.mdx | 35 +++++++++-- index.mdx | 6 ++ staff/qualifications.mdx | 82 ++++++++++++++++++++++++++ 9 files changed, 389 insertions(+), 32 deletions(-) create mode 100644 getting-started/branding.mdx create mode 100644 staff/qualifications.mdx diff --git a/api-reference/ota-core.mdx b/api-reference/ota-core.mdx index ba0eb06..ec8edcc 100644 --- a/api-reference/ota-core.mdx +++ b/api-reference/ota-core.mdx @@ -152,11 +152,24 @@ Retrieve the waiver questions associated with an activity. Use this to display r GET /api/v2/ota/adventuro/questions/{ActivityID} ``` +### Path parameters + +| Parameter | Type | Description | +| --- | --- | --- | +| **ActivityID** | string | The UUID of the activity (e.g. `s_abc123xyz456`) | + +### Example request + +```bash +curl -H "Authorization: Bearer YOUR_API_TOKEN" \ + "https://api.sailia.com/api/v2/ota/adventuro/questions/s_abc123xyz456" +``` + ### Responses | Status | Description | | --- | --- | -| **200** | List of available timeslots | +| **200** | List of waiver questions for the activity | | **400** | Invalid `ActivityID` | | **422** | Missing `Date` parameter | diff --git a/customers/family-accounts.mdx b/customers/family-accounts.mdx index d49583a..b7fa52e 100644 --- a/customers/family-accounts.mdx +++ b/customers/family-accounts.mdx @@ -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. @@ -17,13 +17,52 @@ 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 + +Family members can be added from the customer's profile in your dashboard or by the customer themselves through their account on your booking page. + +### From the admin dashboard + + + + Navigate to **Customers** and search for the account holder. + + + Open the family members section of their profile. + + + Enter the family member's name and any required details. The new member is linked to the account holder immediately. + + + +### From the customer's account + +Customers with a [customer account](/customers/customer-accounts) can add family members themselves through their account settings on your booking page. This is useful for families who want to manage their own details without contacting you. + +## Removing family members + +To remove a family member, open the account holder's profile in your dashboard and delete the member from the family section. Removing a family member: + +- Does not delete their booking history — past bookings are preserved +- Removes their access to the account holder's memberships and passes +- Cancels any active membership assigned specifically to that member + + + Removing a family member is permanent. If the member needs to be re-added, you will need to create a new family member entry. + + ## 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 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 on the booking record + + + If a family member has an outstanding [waiver](/customers/waivers), the booking flow prompts the account holder to complete it on their behalf. + ## Memberships and passes @@ -46,12 +85,21 @@ When processing a [POS transaction](/point-of-sale/overview), staff can link the - Auto-apply [membership discounts](/pricing/discount-codes#membership-discounts) for eligible family members - Redeem [activity passes](/pricing/activity-passes) assigned to specific members +## Tips for managing family accounts + +- **Encourage account creation** — families who create accounts can manage their own members, reducing admin work for your team +- **Check waivers per person** — each family member needs their own completed waiver, even if they are part of the same booking +- **Review memberships regularly** — when family members leave or age out of activities, update their memberships accordingly + ## Related guides View and manage customer profiles and accounts. + + How customer self-service accounts work. + Set up recurring membership plans. diff --git a/customers/newsletter-forms.mdx b/customers/newsletter-forms.mdx index db31a5d..9a672a7 100644 --- a/customers/newsletter-forms.mdx +++ b/customers/newsletter-forms.mdx @@ -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', 'subscribers', 'GDPR'] --- 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. @@ -10,6 +10,15 @@ 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: + +| Field | Required | Description | +| --- | --- | --- | +| **Name** | Yes | The subscriber's full name | +| **Email** | Yes | The subscriber's email address | + +Subscribers added through the form are marked as opted-in for marketing communications. + ## Get the embed code @@ -20,7 +29,7 @@ When a visitor fills in your embedded form and submits it, they are automaticall Select the newsletter form option to open the embed code dialog. You will see a live preview of the form alongside the embed code. - Use the **Button Color** picker to match the form's submit button to your website's branding. + Use the **Button Color** picker to match the form's submit button to your website's branding. The preview updates in real time as you adjust the color. Click **Copy embed code**. The code is copied to your clipboard. @@ -30,22 +39,57 @@ When a visitor fills in your embedded form and submits it, they are automaticall +## Customization + +The embed code generates a styled form that works on any website. You can customize: + +| Option | How to configure | +| --- | --- | +| **Button color** | Set in the embed code dialog using the color picker | +| **Placement** | Paste the embed code in your website's sidebar, footer, header, or as a standalone section | + - 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. + 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. Advanced users can style the form further by targeting its CSS classes in their website's stylesheet. -## After embedding +## Where to place the form -Once the form is live on your website: +For maximum signups, consider placing the form in high-visibility areas: -- **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. +- **Homepage** — above the fold or in the footer +- **Blog posts** — at the end of relevant content +- **Activity pages** — alongside descriptions of upcoming events +- **Pop-ups or slide-ins** — if your website builder supports them, trigger the form after a visitor has been on the page for a set time If the copy button does not work in your browser, select the code manually from the text area and copy it with your keyboard. +## 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 + +## Privacy and consent + +The newsletter form is designed with email marketing best practices in mind: + +- **Explicit opt-in** — visitors actively choose to subscribe by filling in the form and clicking the button +- **Unsubscribe link** — all marketing emails include an unsubscribe link, so subscribers can opt out at any time +- **No pre-checked boxes** — the form does not subscribe visitors without their explicit action +- **Data access** — subscribers appear in your [audience list](/customers/marketing) where you can view, export, or delete their records + + + You are responsible for ensuring your use of the signup form complies with applicable data protection regulations (such as GDPR or PECR) in your region. If you need to collect additional consent text or disclosures, add them to the page surrounding the embedded form. + + +## Resubscribing contacts + +If a previously unsubscribed contact fills in your newsletter form again, they are automatically resubscribed and begin receiving marketing emails. See [resubscribing contacts](/customers/marketing#resubscribing-contacts) for details. + ## Related guides @@ -55,4 +99,7 @@ Once the form is live on your website: Set up triggered email sequences for your subscribers. + + Customize your booking page appearance to match your brand. + diff --git a/docs.json b/docs.json index 3573ea6..3a6cc76 100644 --- a/docs.json +++ b/docs.json @@ -22,9 +22,9 @@ "getting-started/setup-checklist", "getting-started/account-settings", "getting-started/booking-page", + "getting-started/branding", "getting-started/embedding", "getting-started/locations", - "getting-started/billing", "getting-started/system-requirements" ] }, @@ -87,6 +87,7 @@ "pages": [ "staff/management", "staff/permissions", + "staff/qualifications", "staff/auto-timesheets", "staff/availability", "staff/timesheet-invoices" @@ -105,6 +106,7 @@ { "group": "Account management", "pages": [ + "getting-started/billing", "getting-started/security", "getting-started/data-management" ] diff --git a/getting-started/billing.mdx b/getting-started/billing.mdx index c375052..0eff01b 100644 --- a/getting-started/billing.mdx +++ b/getting-started/billing.mdx @@ -1,7 +1,7 @@ --- title: Billing and subscription description: Understand how Sailia billing works, what is included in your plan, and how to manage your subscription. -keywords: ['billing', 'subscription', 'plan', 'pricing', 'account', 'payment'] +keywords: ['billing', 'subscription', 'plan', 'pricing', 'account', 'payment', 'invoice'] --- This page covers how Sailia billing works and what to expect from your subscription. @@ -24,35 +24,65 @@ Every Sailia account includes: | **Activity management** | Unlimited [courses, hires, and events](/activities/activities) | | **Online and POS sales** | Accept bookings [online](/activities/online-bookings) and at the [point of sale](/point-of-sale/overview) | | **Customer management** | Full [customer dashboard](/customers/overview) with profiles, family accounts, and waivers | -| **Staff management** | [Staff profiles](/staff/management), permissions, and [auto timesheets](/staff/auto-timesheets) | +| **Staff management** | [Staff profiles](/staff/management), permissions, [qualifications](/staff/qualifications), and [auto timesheets](/staff/auto-timesheets) | | **Financial dashboard** | [Payment tracking](/payments/reporting), exports, and payout monitoring | | **Automated workflows** | [Email and SMS workflows](/integrations/workflows) triggered by 30+ events | | **Integrations** | Connect to [Stripe](/payments/stripe), [Xero](/integrations/accounting-sync), [Adventuro](/integrations/adventuro), and [analytics tools](/integrations/booking-tracking) | +| **Branding** | [Custom logo, colors, and booking page URL](/getting-started/branding) | ## Managing your subscription -To view or update your subscription details, navigate to **Settings** in your Sailia dashboard. From there you can: - -- View your current plan and billing cycle -- Update your payment method -- Review your usage (email and SMS volume) +To view or update your subscription details, navigate to **Settings** in your Sailia dashboard. + + + + Navigate to **Settings** in your Sailia dashboard. + + + Your current plan and billing cycle are displayed in the subscription section. You can see your next billing date and plan details. + + + Update the card or payment method used for your Sailia subscription. This is separate from the Stripe account used for customer payments. + + + View past invoices for your Sailia subscription. Each invoice includes a breakdown of charges for the billing period. + + ## Usage monitoring -Sailia tracks automated communication volume through usage meters. You can monitor your email and SMS usage in the [financial dashboard](/payments/reporting) to stay within your plan limits. +Sailia tracks automated communication volume through usage meters. You can monitor your email and SMS usage to stay within your plan limits. + +| Meter | What it tracks | +| --- | --- | +| `workflow-email-sent` | Emails sent by [automated workflows](/integrations/workflows) | +| `waitlist-notified` | [Waitlist](/activities/waitlists) notification emails | +| `order-completed` | Completed [orders](/activities/managing-bookings) | + +See [meter usage tracking](/api-reference/meter-tracking#built-in-meters) for details on querying your usage programmatically. If you are approaching your usage limits, consider: - Reviewing your [automated workflows](/integrations/workflows) to remove any that are no longer needed - Consolidating workflow triggers where possible -- Contacting [Sailia support](mailto:support@sailia.com) to discuss plan options +- Contacting [Sailia support](/help/contact) to discuss plan options -## Questions about billing +## Payment processing fees -If you have questions about your plan, usage, or charges, contact the Sailia team: +Your Sailia subscription covers access to the platform. Payment processing fees charged by Stripe are separate and depend on your Stripe account's pricing. See [Stripe fees](/payments/stripe#fees) for details. -| Channel | Details | -| --- | --- | -| **Email** | [support@sailia.com](mailto:support@sailia.com) | +## Cancelling your subscription + +To cancel your Sailia subscription, contact the [support team](/help/contact). When you cancel: + +- Your account remains active until the end of the current billing period +- Existing bookings and customer data are preserved +- You can [export your data](/getting-started/data-management) before your account is deactivated + + + Cancelling your Sailia subscription does not cancel your Stripe account. You need to manage your Stripe account separately at [dashboard.stripe.com](https://dashboard.stripe.com). + + +## Questions about billing -Include your business name and the specific billing question so the team can assist you quickly. +If you have questions about your plan, usage, or charges, reach out through [live chat or email](/help/contact). Include your business name and the specific billing question so the team can assist you quickly. diff --git a/getting-started/branding.mdx b/getting-started/branding.mdx new file mode 100644 index 0000000..053ccbc --- /dev/null +++ b/getting-started/branding.mdx @@ -0,0 +1,104 @@ +--- +title: Branding and customization +description: Customize your booking page appearance with your logo, colors, and business details. +keywords: ['branding', 'customization', 'logo', 'colors', 'booking page appearance', 'theme'] +--- + +Your booking page is the first thing customers see when they visit your business online. Sailia lets you customize its appearance so it matches your brand identity and feels like a natural extension of your website. + +## Business branding + +Your core branding settings are configured in **Settings** > **Booking page**. These settings control how your business appears across the booking page, confirmation emails, and PDF receipts. + +| Setting | Where it appears | +| --- | --- | +| **Business name** | Booking page header, confirmation emails, receipts | +| **Logo** | Booking page header, email templates | +| **Brand colors** | Buttons, links, and accents on your booking page | +| **Favicon** | Browser tab icon for your booking page | +| **Contact email** | Footer of your booking page and confirmation emails | + + + + Navigate to **Settings** > **Booking page** in your Sailia dashboard. + + + Upload a logo image. For best results, use a PNG or SVG file with a transparent background. The logo appears in the booking page header and on email communications. + + + Choose a primary color that matches your brand. This color is applied to buttons, links, and interactive elements across your booking page. + + + Click **Save** to apply your branding. Changes are reflected on your booking page immediately. + + + + + Use a high-contrast color for your primary brand color — it is used on call-to-action buttons, so customers need to see it clearly on both light and dark backgrounds. + + +## Booking page URL + +Your booking page has a unique URL in the format: + +``` +https://bookings.sailia.com/your-business +``` + +The URL path is based on your business name and can be customized in **Settings** > **Booking page**. Keep it short, memorable, and consistent with your brand. + + + Changing your booking page URL does not break existing links. However, update any links on your website, social media, and printed materials to use the new URL. + + +## Activity presentation + +Each activity on your booking page can be customized individually: + +| Element | How to configure | +| --- | --- | +| **Title** | Set in the activity's general settings | +| **Description** | Rich text description shown to customers | +| **Images** | Upload photos that represent the activity | +| **Pricing display** | Automatically shows the lowest available price | + +Configure these per activity in the [activities section](/activities/activities) of your dashboard. + +## Email branding + +Confirmation emails and workflow messages automatically include your branding: + +- Your **business logo** appears at the top of all emails +- Your **business name** and **contact email** are shown in the email footer +- [Workflow emails](/integrations/workflows) support [merge fields](/integrations/workflows#business-merge-fields) for your business name, logo URL, and booking page link + + + Email templates are managed by Sailia and cannot be edited directly. For custom messaging, use [automated workflows](/integrations/workflows) to send additional emails with your own content. + + +## QR codes + +Generate a QR code from your booking page URL for printed materials like flyers, posters, and business cards. Customers can scan the code with their phone camera to go directly to your booking page. + +Any QR code generator that accepts a URL works with your Sailia booking page link. + +## Tips for effective branding + +- **Keep it consistent** — use the same logo and colors across your website, booking page, and social media +- **Use high-quality images** — activity photos are the first thing customers notice on your booking page +- **Write clear descriptions** — tell customers what to expect, what to bring, and any restrictions +- **Test on mobile** — most customers browse on their phones, so verify your branding looks good on small screens + +## Related guides + + + + How your public booking page works and what customers see. + + + Add your booking page to your existing website. + + + Configure all account-level settings including business profile. + + diff --git a/help/contact.mdx b/help/contact.mdx index 257b6a0..49eab11 100644 --- a/help/contact.mdx +++ b/help/contact.mdx @@ -1,16 +1,21 @@ --- title: Contact support description: Get help from the Sailia team when you need it. -keywords: ['support', 'contact', 'help', 'customer service', 'assistance'] +keywords: ['support', 'contact', 'help', 'customer service', 'assistance', 'live chat'] --- If you cannot find the answer you need in the documentation, the Sailia support team is here to help. ## How to reach us -| Channel | Details | -| --- | --- | -| **Email** | [support@sailia.com](mailto:support@sailia.com) | +| Channel | Details | Best for | +| --- | --- | --- | +| **Live chat** | Available from the chat widget in your Sailia dashboard | Quick questions and real-time help | +| **Email** | [support@sailia.com](mailto:support@sailia.com) | Detailed issues, screenshots, and follow-ups | + + + The live chat widget is available directly in your Sailia admin dashboard — look for the chat icon in the bottom-right corner. This is the fastest way to get help. + ## Before contacting support @@ -19,7 +24,17 @@ To help us resolve your issue quickly, please include: - **Your business name** and the email address associated with your Sailia account - **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 +- **Screenshots or screen recordings** showing the issue — these help the team understand the problem faster +- **The browser and device** you are using, if the issue is visual or involves the booking page + +## What to expect + +- **Live chat** — you will receive a response during business hours, typically within minutes +- **Email** — the team aims to respond within one business day + + + Support is available in English. If your question relates to billing or account access, have your account email address ready. + ## Common issues you can resolve yourself @@ -32,4 +47,14 @@ 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. + + + A guide you can share with your customers explaining how to book and manage their account. + + +## Feature requests and feedback + +Have an idea for a new feature or improvement? Share it through the live chat or email. The Sailia team reviews all feedback and uses it to prioritize the product roadmap. diff --git a/index.mdx b/index.mdx index 7c0023c..d8b45c3 100644 --- a/index.mdx +++ b/index.mdx @@ -27,6 +27,9 @@ Find guides and references for every part of Sailia — from taking bookings and Add your booking page to your website using iframes or links. + + Customize your booking page with your logo, colors, and branding. + Set up locations when you operate from more than one site. @@ -162,6 +165,9 @@ Find guides and references for every part of Sailia — from taking bookings and Automatically generate timesheet entries from scheduled bookings. + + Track certifications, licenses, and expiry dates for your team. + Manage time-off requests and staff scheduling. diff --git a/staff/qualifications.mdx b/staff/qualifications.mdx new file mode 100644 index 0000000..a350f2e --- /dev/null +++ b/staff/qualifications.mdx @@ -0,0 +1,82 @@ +--- +title: Staff qualifications +description: Track staff qualifications, certifications, and expiry dates to keep your team compliant. +keywords: ['qualifications', 'certifications', 'staff compliance', 'expiry', 'training'] +--- + +Sailia lets you track qualifications and certifications for your staff members. You can record qualification details, set expiry dates, and automate reminders so nothing slips through the cracks. + +## How qualifications work + +Each staff member's profile can hold multiple qualifications. A qualification represents any certification, license, or training record that your business needs to track — such as first aid certificates, instructor qualifications, or DBS checks. + +Each qualification record includes: + +| Field | Description | +| --- | --- | +| **Qualification name** | The name of the certificate or license | +| **Issue date** | When the qualification was granted | +| **Expiry date** | When the qualification expires (if applicable) | +| **Status** | Active or expired, based on the expiry date | + +## Adding a qualification + + + + Navigate to the staff section and select the team member you want to update. + + + Open the qualifications section of their profile. + + + Enter the qualification name, issue date, and expiry date. If the qualification does not expire, leave the expiry date blank. + + + Save the qualification. It now appears on the staff member's profile and is tracked for expiry. + + + +## Expiry tracking + +Sailia automatically tracks qualification expiry dates. When a qualification's expiry date passes, it is marked as expired on the staff member's profile. + +To stay ahead of expiring qualifications, set up an automated [workflow](/integrations/workflows) using the **Qualification expiry** trigger. This lets you: + +- Send a reminder to the staff member a set number of days before their qualification expires +- Notify an admin or manager when a team member's qualification is due for renewal +- Send a follow-up after the qualification has lapsed + +See the [qualification triggers reference](/integrations/workflow-triggers#qualification-triggers) for available merge fields. + +## Managing qualifications + +From a staff member's profile, you can: + +- **View all qualifications** — see active and expired qualifications at a glance +- **Edit a qualification** — update the name, dates, or add notes +- **Remove a qualification** — delete records that are no longer relevant + + + Review qualifications regularly — especially before busy seasons — to ensure all staff have valid certifications for the activities they are assigned to. + + +## Best practices + +- **Set up expiry workflows early** — configure [automated reminders](/integrations/workflows) as soon as you add qualifications so you never miss a renewal +- **Be specific with names** — use consistent naming (e.g., "First Aid Level 3" rather than "First Aid") so qualifications are easy to search and filter +- **Track all relevant certifications** — include both legally required and business-specific qualifications +- **Keep records current** — update qualifications promptly when staff complete renewals + +## Related guides + + + + Add staff members and manage their profiles. + + + Set up expiry reminders and other automated communications. + + + Complete reference of all workflow triggers including qualification events. + +