Qualifications

Track staff certifications, expiry dates, and compliance requirements.

Qualifications let you track certifications and credentials for your staff. Define qualification types for your business, assign them to team members with expiry dates and certificate numbers, and monitor compliance from the bookings register.

How qualifications work

1. You define qualification types that are relevant to your business (for example, “First Aid”, “Lifeguard Level 2”, “Powerboat Instructor”).
2. You assign qualifications to individual staff members with an optional expiry date and certificate number.
3. Qualification status appears on the bookings register, so you can verify that assigned staff have valid credentials before a session starts.

Create a qualification type

1. Open the qualifications section

   Navigate to your qualifications dashboard and select Create Qualification.

2. Set the name

   Enter a descriptive name for the qualification, such as “RYA Dinghy Instructor” or “Emergency First Aid at Work”.

3. Mark as instructor qualification (optional)

   Toggle the Instructor flag if this qualification is specific to instructors. This helps filter qualifications when viewing instructor profiles.

4. Save

   Save the qualification type. It is now available to assign to staff members.

Assign a qualification to a staff member

1. Open the staff member's profile

   Navigate to the staff management section and open the profile of the staff member you want to update.

2. Add a qualification

   Select Add Qualification and choose the qualification type from the list.

3. Enter the details

   Fill in the optional fields:

   • Certificate number — the unique reference from the issuing body
   • Expiry date — when the qualification expires and needs renewing
4. Save

   Save the assignment. The qualification now appears on the staff member’s profile and is visible on the bookings register.

Link qualifications to activities

You can require specific qualifications for an activity session. When a qualification is linked to a session, Sailia shows whether assigned staff hold that qualification on the bookings register — making it easy to verify compliance before the session runs.

Expiry tracking

When a qualification has an expiry date, Sailia tracks it so you can monitor which credentials are current, upcoming for renewal, or expired. Review qualification status from the staff member’s profile to stay on top of renewals.

Set a regular schedule to review expiring qualifications — for example, monthly — so you have time to arrange renewals before they lapse.

Related guides

Staff management

Add staff members and manage their profiles.

Activities

Create activities and assign staff to them.