> ## Documentation Index
> Fetch the complete documentation index at: https://sailia-mintlify-document-new-features-1776330531.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

<Columns cols={2}>
  <Card title="Platform overview" icon="compass" href="/getting-started/overview">
    Learn what Sailia does and how the key pieces fit together.
  </Card>

  <Card title="Quick setup checklist" icon="list-check" href="/getting-started/setup-checklist">
    A step-by-step checklist to get your account ready to take bookings.
  </Card>

  <Card title="Account settings" icon="gear" href="/getting-started/account-settings">
    Configure your business profile, payments, and integrations.
  </Card>

  <Card title="Your booking page" icon="browser" href="/getting-started/booking-page">
    How your public booking page works and what customers see.
  </Card>

  <Card title="Embedding your booking page" icon="code" href="/getting-started/embedding">
    Add your booking page to your website using iframes or links.
  </Card>

  <Card title="Locations" icon="location-dot" href="/getting-started/locations">
    Set up locations when you operate from more than one site.
  </Card>

  <Card title="Customer booking guide" icon="book-open" href="/getting-started/customer-guide">
    A guide for your customers on how to book and manage their account.
  </Card>
</Columns>

## Activities and scheduling

<Columns cols={2}>
  <Card title="Activities" icon="calendar" href="/activities/activities">
    Create and manage courses, hires, and events that customers can book.
  </Card>

  <Card title="Online bookings" icon="globe" href="/activities/online-bookings">
    Accept and manage customer bookings through your booking page.
  </Card>

  <Card title="Managing bookings" icon="calendar-check" href="/activities/managing-bookings">
    View, edit, and manage bookings across all sales channels.
  </Card>

  <Card title="Group bookings" icon="users" href="/activities/group-bookings">
    Handle bookings with multiple participants and group organizers.
  </Card>

  <Card title="Seasonal scheduling" icon="sun" href="/activities/seasonal-scheduling">
    Manage seasonal availability, holiday closures, and pricing.
  </Card>

  <Card title="Waitlists" icon="user-plus" href="/activities/waitlists">
    Let customers register interest for fully booked sessions.
  </Card>

  <Card title="Cancellation policies" icon="shield" href="/activities/cancellation-policies">
    Set up and communicate your cancellation terms.
  </Card>

  <Card title="Cancellations and refunds" icon="rotate-left" href="/activities/cancellations-and-refunds">
    Cancel bookings, process refunds, and issue store credit.
  </Card>
</Columns>

## Pricing and promotions

<Columns cols={2}>
  <Card title="Memberships" icon="id-card" href="/pricing/memberships">
    Offer recurring membership plans with automatic billing.
  </Card>

  <Card title="Activity passes" icon="ticket" href="/pricing/activity-passes">
    Sell prepaid session bundles to your customers.
  </Card>

  <Card title="Discount codes" icon="tag" href="/pricing/discount-codes">
    Create fixed, percentage, and tiered discounts with advanced usage limits.
  </Card>

  <Card title="Gift cards" icon="gift" href="/pricing/gift-cards">
    Sell and redeem stored-value gift cards.
  </Card>
</Columns>

## Customers

<Columns cols={2}>
  <Card title="Customer management" icon="users" href="/customers/overview">
    View and manage customer accounts, profiles, and booking history.
  </Card>

  <Card title="Customer accounts" icon="user-check" href="/customers/customer-accounts">
    How customer self-service accounts work on your booking page.
  </Card>

  <Card title="Family accounts" icon="people-roof" href="/customers/family-accounts">
    Group family members under a single account for shared bookings.
  </Card>

  <Card title="Waivers" icon="file-signature" href="/customers/waivers">
    Collect signed waivers and documents from customers.
  </Card>

  <Card title="File uploads" icon="upload" href="/customers/file-uploads">
    Accept profile images and waiver attachments from logged-in users.
  </Card>

  <Card title="Notifications and emails" icon="envelope" href="/customers/notifications">
    Understand the emails Sailia sends and how to customize them.
  </Card>

  <Card title="Marketing and audience" icon="bullhorn" href="/customers/marketing">
    Grow your subscriber list and reach customers with campaigns.
  </Card>

  <Card title="Newsletter signup forms" icon="newspaper" href="/customers/newsletter-forms">
    Embed signup forms on your website to grow your subscriber list.
  </Card>
</Columns>

## Point of sale

<Columns cols={2}>
  <Card title="Point of sale" icon="cash-register" href="/point-of-sale/overview">
    Process walk-in bookings and in-person sales.
  </Card>

  <Card title="Shop products" icon="bag-shopping" href="/point-of-sale/shop-products">
    Sell physical and digital products online and in-store.
  </Card>

  <Card title="Card readers" icon="credit-card" href="/point-of-sale/card-readers">
    Connect a Stripe card reader for in-person card payments.
  </Card>

  <Card title="Custom pricing" icon="calculator" href="/point-of-sale/custom-pricing">
    Override product prices at the point of sale for variable-price items.
  </Card>
</Columns>

## Payments and billing

<Columns cols={2}>
  <Card title="Payments and Stripe" icon="credit-card" href="/payments/stripe">
    Process payments, manage refunds, and handle payouts with Stripe.
  </Card>

  <Card title="Instalment plans" icon="calendar-days" href="/payments/instalments">
    Let customers split payments into scheduled instalments.
  </Card>

  <Card title="Taxes and VAT" icon="receipt" href="/payments/taxes">
    Configure tax rates and accounting categories for your products.
  </Card>

  <Card title="Donations" icon="heart" href="/payments/donations">
    Accept charity donations at checkout with optional Gift Aid support.
  </Card>

  <Card title="Financial reporting" icon="chart-line" href="/payments/reporting">
    View payment data, export records, and monitor business performance.
  </Card>
</Columns>

## Staff and operations

<Columns cols={2}>
  <Card title="Staff management" icon="user-gear" href="/staff/management">
    Add staff, assign them to activities, and manage pay rates.
  </Card>

  <Card title="Permissions reference" icon="lock" href="/staff/permissions">
    Understand what each staff permission controls.
  </Card>

  <Card title="Auto daily timesheets" icon="clock" href="/staff/auto-timesheets">
    Automatically generate timesheet entries from scheduled bookings.
  </Card>

  <Card title="Staff availability" icon="calendar-xmark" href="/staff/availability">
    Manage time-off requests and staff scheduling.
  </Card>

  <Card title="Timesheet invoices" icon="file-invoice" href="/staff/timesheet-invoices">
    Submit and manage staff timesheet invoices for payment.
  </Card>
</Columns>

## Integrations

<Columns cols={2}>
  <Card title="Automated workflows" icon="bolt" href="/integrations/workflows">
    Set up automated emails and SMS triggered by booking events.
  </Card>

  <Card title="Workflow triggers" icon="list" href="/integrations/workflow-triggers">
    Complete reference of all available workflow triggers.
  </Card>

  <Card title="Booking tracking" icon="chart-bar" href="/integrations/booking-tracking">
    Track booking events with Google Tag Manager or PostHog.
  </Card>

  <Card title="Xero accounting sync" icon="arrows-rotate" href="/integrations/accounting-sync">
    Sync payouts to Xero as categorized, reconciled invoices.
  </Card>

  <Card title="Adventuro" icon="mountain" href="/integrations/adventuro">
    List your activities on the Adventuro marketplace.
  </Card>
</Columns>

## Help and support

<Columns cols={2}>
  <Card title="Common tasks" icon="list-check" href="/getting-started/common-tasks">
    Quick reference for everyday tasks like bookings, refunds, and staff management.
  </Card>

  <Card title="FAQ" icon="circle-question" href="/help/faq">
    Answers to common questions about setting up and using Sailia.
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/help/troubleshooting">
    Solutions to common issues with bookings, payments, and integrations.
  </Card>

  <Card title="Contact support" icon="headset" href="/help/contact">
    Get in touch with the Sailia support team.
  </Card>
</Columns>

## API and developer tools

<Columns cols={2}>
  <Card title="API reference" icon="code" href="/api-reference/introduction">
    Explore the Sailia API endpoints.
  </Card>

  <Card title="Meter usage tracking" icon="chart-bar" href="/api-reference/meter-tracking">
    Record and query metered usage events across your account.
  </Card>
</Columns>
