> ## Documentation Index
> Fetch the complete documentation index at: https://sailia-mintlify-5b02008a.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Glossary

> Definitions of key terms used throughout Sailia documentation.

A quick reference for the terminology used across Sailia. Terms are grouped by area to make it easier to find what you need.

## Activities and scheduling

| Term               | Definition                                                                                                                                                                                                 |
| ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Activity**       | A bookable item — either a [course](/activities/activities), [hire](/activities/activities), or [event](/activities/activities). Each has its own schedule, pricing, and capacity.                         |
| **Course**         | A scheduled activity with defined sessions, such as a surf lesson or yoga class.                                                                                                                           |
| **Hire**           | An equipment rental with a time slot, such as kayak hire or bike rental.                                                                                                                                   |
| **Event**          | A one-off or recurring occasion, such as an open day or guided tour.                                                                                                                                       |
| **Session**        | A single time slot within an activity that customers can book.                                                                                                                                             |
| **Capacity**       | The maximum number of attendees allowed for a session. Shared in real time between online and POS bookings.                                                                                                |
| **Waitlist**       | A queue customers can join when a session is fully booked. They are notified automatically when a spot opens. See [Waitlists](/activities/waitlists).                                                      |
| **Add-on**         | An optional extra customers can add to a booking, such as equipment rental or a meal.                                                                                                                      |
| **Booking cutoff** | The deadline before a session starts (or ends) after which customers can no longer book online. Configured via the [minimum notice period](/activities/activities#minimum-notice-period) on each activity. |

## Bookings

| Term               | Definition                                                                                                                                                   |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Booking**        | A customer's confirmed reservation for an activity session, tracked with payment status and attendee details.                                                |
| **Group booking**  | A booking where one customer (the organizer) books on behalf of multiple participants. See [Group bookings](/activities/group-bookings).                     |
| **Walk-in**        | A booking created at the [point of sale](/point-of-sale/overview) for a customer who arrives without a prior reservation.                                    |
| **Booking wizard** | The guided checkout flow on the [booking page](/getting-started/booking-page) that walks customers through session selection, attendee details, and payment. |
| **Basket**         | The collection of items (activities, products, gift cards) a customer has selected before completing checkout.                                               |

## Customers

| Term                 | Definition                                                                                                                                                                                  |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Customer**         | A person who books activities or purchases products. Sailia creates a record automatically on first purchase. See [Customer management](/customers/overview).                               |
| **Customer account** | A self-service account customers create on your booking page to manage bookings, memberships, and family members. See [Customer accounts](/customers/customer-accounts).                    |
| **Family account**   | A feature that lets customers group family members under one login. Each member has their own booking history, waivers, and memberships. See [Family accounts](/customers/family-accounts). |
| **Guest checkout**   | Completing a purchase without creating an account. Guests receive confirmation by email but cannot manage bookings online.                                                                  |
| **Waiver**           | A document customers complete before attending an activity, typically including acknowledgements, signature fields, and file uploads. See [Waivers](/customers/waivers).                    |

## Pricing and promotions

| Term                   | Definition                                                                                                                                                      |
| ---------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Membership**         | A recurring subscription with automatic billing through Stripe. Members receive benefits like discounts on activities. See [Memberships](/pricing/memberships). |
| **Activity pass**      | A prepaid bundle of sessions that customers redeem against future bookings. See [Activity passes](/pricing/activity-passes).                                    |
| **Discount code**      | A code customers enter at checkout for a fixed, percentage, or tiered discount. See [Discount codes](/pricing/discount-codes).                                  |
| **Gift card**          | A stored-value card customers purchase and redeem at checkout. Also created when you issue a refund as store credit. See [Gift cards](/pricing/gift-cards).     |
| **Store credit**       | A gift card issued as a refund alternative. The balance is available immediately for future purchases.                                                          |
| **Surge pricing**      | A discount code feature that increases prices during high-demand periods. Configured under [Discount codes](/pricing/discount-codes).                           |
| **Early-bird pricing** | A discount code feature that offers lower prices for bookings made well in advance.                                                                             |

## Payments

| Term                    | Definition                                                                                                                                               |
| ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Stripe**              | The payment processor Sailia uses for all card transactions, payouts, and refunds. See [Payments and Stripe](/payments/stripe).                          |
| **Payout**              | A transfer from Stripe to your bank account, typically on a daily or weekly schedule.                                                                    |
| **Instalment plan**     | A payment option that splits a booking's total into scheduled payments collected automatically by Stripe. See [Instalment plans](/payments/instalments). |
| **MOTO payment**        | A mail order/telephone order card payment processed without the cardholder present. See [MOTO payments](/payments/stripe#moto-payments).                 |
| **Stripe Link**         | A Stripe-powered express checkout that auto-fills saved payment details for faster checkout.                                                             |
| **Accounting category** | A label applied to products and activities that maps to a VAT rate, Xero account code, and item code. See [Taxes and VAT](/payments/taxes).              |

## Point of sale

| Term               | Definition                                                                                                                                                   |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **POS**            | The point of sale — Sailia's in-person checkout for walk-in bookings, product sales, and card reader payments. See [Point of sale](/point-of-sale/overview). |
| **POS terminal**   | A configured checkout interface assigned to a location. Multiple terminals can operate at the same site.                                                     |
| **Till shift**     | A session during which a POS terminal is open for transactions. Opening a shift enables cash payments and tracks the cash float.                             |
| **Card reader**    | A Stripe Terminal device connected to the POS for in-person card payments. See [Card readers](/point-of-sale/card-readers).                                  |
| **Shop product**   | A physical or digital item sold through the online shop or POS. See [Shop products](/point-of-sale/shop-products).                                           |
| **Custom pricing** | A POS feature that lets operators override the listed price of a product at checkout. See [Custom pricing](/point-of-sale/custom-pricing).                   |

## Staff

| Term                     | Definition                                                                                                                                                                 |
| ------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Staff member**         | A person on your team with a Sailia profile, assigned to activities, and optionally configured for timesheets and pay rates. See [Staff management](/staff/management).    |
| **Permission group**     | A set of access controls (schedule, finances, POS, communications, staff management) assigned to staff. See [Permissions reference](/staff/permissions).                   |
| **Auto daily timesheet** | A feature that automatically generates timesheet entries from scheduled bookings, including setup and pack-down time. See [Auto daily timesheets](/staff/auto-timesheets). |
| **Timesheet invoice**    | An invoice submitted by staff based on their timesheet entries, reviewed and approved by an admin. See [Timesheet invoices](/staff/timesheet-invoices).                    |
| **Pay rate amendment**   | A per-booking override to a staff member's default pay rate.                                                                                                               |

## Integrations

| Term                 | Definition                                                                                                                                                      |
| -------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Workflow**         | An automated action (email or SMS) triggered by a specific event in Sailia. Over 30 triggers are available. See [Automated workflows](/integrations/workflows). |
| **Workflow trigger** | The event that starts a workflow, such as "booking confirmed" or "membership renewed". See [Workflow triggers reference](/integrations/workflow-triggers).      |
| **Merge field**      | A placeholder in a workflow email template that is replaced with dynamic data at send time (such as the customer's name or booking date).                       |
| **Xero sync**        | An integration that pushes each Stripe payout to Xero as a categorized invoice. See [Xero accounting sync](/integrations/accounting-sync).                      |
| **Adventuro**        | An online travel agency marketplace where you can list your activities and receive bookings. See [Adventuro integration](/integrations/adventuro).              |
| **Booking tracking** | Analytics events fired during the booking flow, captured by Google Tag Manager or PostHog. See [Booking tracking events](/integrations/booking-tracking).       |

## General

| Term                    | Definition                                                                                                                                               |
| ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Booking page**        | Your auto-generated public website where customers browse, book, and pay. See [Your booking page](/getting-started/booking-page).                        |
| **Location**            | A physical site you operate from. Used to organize activities, POS terminals, card readers, and timesheets. See [Locations](/getting-started/locations). |
| **Dashboard**           | The admin interface where you manage all aspects of your Sailia account.                                                                                 |
| **Financial dashboard** | The section of the dashboard showing payment data, payouts, exports, and email usage meters. See [Financial reporting](/payments/reporting).             |
