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