sailiasoftware · mintlify · Apr 22, 2026
diff --git 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
@@ -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
+
+<Steps>
+  <Step title="Open the customer's profile">
+    Navigate to **Customers** and search for the account holder.
+  </Step>
+  <Step title="Go to the family section">
+    Open the family members section of their profile.
+  </Step>
+  <Step title="Add a family member">
+    Enter the family member's name and any required details. The new member is linked to the account holder immediately.
+  </Step>
+</Steps>
+
+### 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
+
+<Warning>
+  Removing a family member is permanent. If the member needs to be re-added, you will need to create a new family member entry.
+</Warning>
+
 ## 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
+
+<Note>
+  If a family member has an outstanding [waiver](/customers/waivers), the booking flow prompts the account holder to complete it on their behalf.
+</Note>
 
 ## 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
 
 <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 customer self-service accounts work.
+  </Card>
   <Card title="Memberships" icon="id-card" href="/pricing/memberships">
     Set up recurring membership plans.
   </Card>

diff --git 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
 
 <Steps>
@@ -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.
   </Step>
   <Step title="Customize the button color">
-    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.
   </Step>
   <Step title="Copy the embed code">
     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
   </Step>
 </Steps>
 
+## 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 |
+
 <Note>
-  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.
 </Note>
 
-## 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
 
 <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>
 
+## 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
+
+<Note>
+  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.
+</Note>
+
+## 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
 
 <Columns cols={2}>
@@ -55,4 +99,7 @@ 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="Branding" icon="palette" href="/getting-started/branding">
+    Customize your booking page appearance to match your brand.
+  </Card>
 </Columns>
diff --git 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
@@ -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.
+
+<Steps>
+  <Step title="Open settings">
+    Navigate to **Settings** in your Sailia dashboard.
+  </Step>
+  <Step title="View your plan">
+    Your current plan and billing cycle are displayed in the subscription section. You can see your next billing date and plan details.
+  </Step>
+  <Step title="Update payment method">
+    Update the card or payment method used for your Sailia subscription. This is separate from the Stripe account used for customer payments.
+  </Step>
+  <Step title="Review invoices">
+    View past invoices for your Sailia subscription. Each invoice includes a breakdown of charges for the billing period.
+  </Step>
+</Steps>
 
 ## 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
+
+<Warning>
+  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).
+</Warning>
+
+## 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.