Getting started
Platform overview
Learn what Sailia does and how the key pieces fit together.
Quick setup checklist
A step-by-step checklist to get your account ready to take bookings.
Admin dashboard
Track site traffic, monitor visitor metrics, and follow your setup.
Account settings
Configure your business profile, payments, and integrations.
Your booking page
How your public booking page works and what customers see.
Embedding your booking page
Add your booking page to your website using iframes or links.
Activities and scheduling
Activities
Create and manage courses, hires, and events that customers can book.
Courses vs hire
Decide which activity type fits each session you run.
Set up a course
Build a multi-session course with schedules, pricing, and capacity.
Set up a hire
Configure time-based rentals and hire products.
Capacity management
Control how many spots are available across your sessions.
Seasonal scheduling
Manage seasonal availability, holiday closures, and pricing.
Bookings
Online bookings
Accept and manage customer bookings through your booking page.
Book in person
Take phone, walk-in, and admin-booked reservations from the calendar.
Managing bookings
View, edit, and manage bookings across all sales channels.
Group bookings
Handle bookings with multiple participants and group organizers.
Waitlists
Let customers register interest for fully booked sessions.
Cancellations and refunds
Cancel bookings, process refunds, and issue store credit.
Customers
Customer management
View and manage customer accounts, profiles, and booking history.
Customer accounts
How customer self-service accounts work on your booking page.
Family accounts
Group family members under a single account for shared bookings.
Waivers
Collect signed waivers and documents from customers.
Communications
Automated emails
Understand the emails Sailia sends and how to customize them.
Email templates
Build reusable saved blocks and templates for your customer comms.
Booking confirmations
Personalize the email customers receive after booking.
Pre-arrival reminders
Automatic emails sent before a course or hire starts.
Follow-up emails
Trigger emails after a session to gather reviews or upsell.
Session groups
Target automated emails to specific courses or products.
Campaigns
Create and send one-off marketing emails from Sailia.
Audience filters
Target campaigns to the exact audience you want to reach.
Memberships
Memberships
Offer recurring membership plans with automatic billing.
Memberships vs plans
Understand the difference between memberships and plans.
Membership benefits
Configure perks, discounts, and access for members.
Create a membership
Build a new membership with pricing, benefits, and add-ons.
Manage subscriptions
View, pause, and update individual member subscriptions.
Migrate existing members
Move your existing members onto Sailia in bulk.
Pricing and promotions
Activity passes
Sell prepaid session bundles to your customers.
Discount codes
Create fixed, percentage, and tiered discounts with advanced limits.
Gift cards
Sell and redeem stored-value gift cards.
Upsells
Add-on suggestions at checkout to grow average order value.
Point of sale and products
Point of sale
Process walk-in bookings and in-person sales.
Set up the POS
Configure your till, payment methods, and printer.
Shop products
Sell physical and digital products online and in-store.
Product variants
Configure sizes, colors, and other product options.
Card readers
Connect a Stripe card reader for in-person card payments.
Custom pricing
Override product prices at the point of sale for variable-price items.
Payments and finance
Payments and Stripe
Process payments, manage refunds, and handle payouts with Stripe.
Instalment plans
Let customers split payments into scheduled instalments.
Taxes and VAT
Configure tax rates and accounting categories for your products.
Donations
Accept charity donations at checkout with optional Gift Aid support.
Instant refund reserve
How Sailia keeps refund liquidity available in your Stripe balance.
Reporting and analytics
Finance dashboard
Daily revenue, refunds, and booking volume at a glance.
Payouts dashboard
Understand each payout, the baskets it covers, and any held reserve.
Financial reporting
View payment data, export records, and monitor business performance.
Booking tracking
Send booking events to Google Tag Manager, GA4, or PostHog.
Analytics setup
Connect your analytics tools to your Sailia booking page.
Staff and operations
Staff management
Add staff, assign them to activities, and manage pay rates.
Staff availability
Manage time-off requests and staff scheduling.
Permissions
Understand what each staff permission and group controls.
Qualifications
Track and record qualifications, certificates, and renewals.
Auto daily timesheets
Automatically generate timesheet entries from scheduled bookings.
Timesheet invoices
Submit and manage staff timesheet invoices for payment.
Integrations
Automated workflows
Set up automated emails and SMS triggered by booking events.
Workflow triggers
Complete reference of all available workflow triggers.
Xero accounting sync
Sync payouts to Xero as categorized, reconciled invoices.
OTAs overview
Connect Sailia to Adventuro, Viator, GetYourGuide, and more.
Help and support
Common tasks
Quick reference for everyday tasks like bookings, refunds, and staff.
Customer booking guide
A guide for your customers on how to book and manage their account.
FAQ
Answers to common questions about setting up and using Sailia.
Troubleshooting
Solutions to common issues with bookings, payments, and integrations.
Glossary
Definitions of key terms used throughout Sailia.
Contact support
Get in touch with the Sailia support team.
API and developer tools
API reference
Explore the Sailia API endpoints.
Meter usage tracking
Record and query metered usage events across your account.