> ## 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.

# Quick setup checklist

> A step-by-step checklist to configure your Sailia account and start taking bookings.

Use this checklist to make sure you have everything configured before you go live.

<Tip>
  Your [admin dashboard](/getting-started/admin-dashboard) includes an interactive setup checklist that tracks your progress through these steps automatically. Open it to see which steps you have completed and which are still outstanding.
</Tip>

## Before you begin

You need an active Sailia account. If you do not have one yet, contact the Sailia team to get set up.

## Checklist

<Steps>
  <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>

  <Step title="Set up your activities">
    Create the [courses, hires, and events](/activities/activities) you want to offer. Set capacity limits, schedules, and pricing for each.
  </Step>

  <Step title="Configure payment processing">
    [Connect your Stripe account](/payments/stripe) so you can accept online payments. Sailia uses Stripe for card processing, payouts, and refunds.
  </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 discount codes (optional)">
    Create [discount codes](/pricing/discount-codes) for promotions, early-bird offers, or membership benefits.
  </Step>

  <Step title="Configure shop products (optional)">
    Add any physical or digital [shop products](/point-of-sale/shop-products) you sell through the POS. Enable [custom pricing](/point-of-sale/custom-pricing) on items where the price varies.
  </Step>

  <Step title="Set up memberships and passes (optional)">
    Create [memberships](/pricing/memberships) for recurring access and [activity passes](/pricing/activity-passes) for prepaid session bundles.
  </Step>

  <Step title="Set up instalment plans (optional)">
    Configure [instalment plans](/payments/instalments) on higher-value activities so customers can split payments over time.
  </Step>

  <Step title="Set up waivers (optional)">
    Create [waivers](/customers/waivers) that customers complete before attending an activity. You can include [file upload fields](/customers/file-uploads) for documents like medical certificates or photo ID.
  </Step>

  <Step title="Configure automated workflows (optional)">
    Set up [automated email workflows](/integrations/workflows) to send booking confirmations, reminders, and follow-ups without manual effort.
  </Step>

  <Step title="Connect Xero (optional)">
    If you use Xero for accounting, set up the [accounting sync](/integrations/accounting-sync) to automatically send payout invoices to Xero.
  </Step>

  <Step title="Connect Adventuro (optional)">
    If you want to sell activities through the Adventuro marketplace, set up the [Adventuro integration](/integrations/adventuro) to sync availability and receive bookings.
  </Step>

  <Step title="Embed a newsletter form (optional)">
    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>
</Steps>

<Tip>
  You can complete these steps in any order. The only hard requirement before accepting payments is connecting Stripe.
</Tip>