> ## 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.

# 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

<Steps>
  <Step title="Open the qualifications section">
    Navigate to your qualifications dashboard and select **Create Qualification**.
  </Step>

  <Step title="Set the name">
    Enter a descriptive name for the qualification, such as "RYA Dinghy Instructor" or "Emergency First Aid at Work".
  </Step>

  <Step title="Mark as instructor qualification (optional)">
    Toggle the **Instructor** flag if this qualification is specific to instructors. This helps filter qualifications when viewing instructor profiles.
  </Step>

  <Step title="Save">
    Save the qualification type. It is now available to assign to staff members.
  </Step>
</Steps>

## Assign a qualification to a staff member

<Steps>
  <Step title="Open the staff member's profile">
    Navigate to the [staff management](/staff/management) section and open the profile of the staff member you want to update.
  </Step>

  <Step title="Add a qualification">
    Select **Add Qualification** and choose the qualification type from the list.
  </Step>

  <Step title="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
  </Step>

  <Step title="Save">
    Save the assignment. The qualification now appears on the staff member's profile and is visible on the bookings register.
  </Step>
</Steps>

## 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.

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

## Related guides

<Columns cols={2}>
  <Card title="Staff management" icon="users" href="/staff/management">
    Add staff members and manage their profiles.
  </Card>

  <Card title="Activities" icon="calendar" href="/activities/activities">
    Create activities and assign staff to them.
  </Card>
</Columns>