Common tasks

Quick reference for everyday tasks in Sailia — from creating bookings to processing refunds.

This page gives you a quick reference for the tasks you perform most often in Sailia. Each entry links to the full guide for more detail.

Bookings

Task	How to do it
Create a walk-in booking	Open the POS, add the activity to the basket, collect attendee details, and take payment
View today’s bookings	Open the bookings dashboard and filter by today’s date
Cancel a booking	Open the booking, select Cancel, choose a refund method, and confirm
Move a booking to a different session	Open the booking and change the session to a different date or time
Resend a confirmation email	Open the booking details and select resend confirmation
Check who is attending a session	Open the session in your schedule view to see the attendee list

Payments

Task	How to do it
Process a card refund	Open the booking, select Refund, choose Original payment method, and confirm — see refunds
Issue store credit	Open the booking, select Refund, enable Issue as credit — a gift card is created automatically
Take a cash payment	Open a till shift, then select Cash as the payment method at checkout
Send a payment link	In the POS, select Send payment link and enter the customer’s email — see card readers
View today’s revenue	Open the financial dashboard and filter by today’s date

Customers

Task	How to do it
Find a customer	Search by name or email in the customer dashboard
Check waiver status	Open the booking or customer profile to see waiver completion
Add a note to a customer	Open their profile, go to the Notes tab, and save your note
Send a waiver manually	Go to the waivers dashboard, select the waiver and recipients, set a due date, and send

Staff

Task	How to do it
Add a new staff member	Go to staff management and select Create Staff Member
Approve a time-off request	Open the request in the staff dashboard and select Approve
Review a timesheet invoice	Open the submitted invoice and approve, reject, or void it

Promotions

Task	How to do it
Create a discount code	Go to discount codes and configure the code, type, amount, and any limits
Sell a gift card	Customers can purchase through your booking page, or staff can sell through the POS
Set up a membership	Go to memberships and configure the plan, billing interval, and benefits