Use this checklist to make sure you have everything configured before you go live.Documentation Index
Fetch the complete documentation index at: https://sailia-mintlify-docs-reorg-1776565301.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Before you begin
You need an active Sailia account. If you do not have one yet, contact the Sailia team to get set up.Checklist
Configure your account settings
Open account settings and complete your business profile — name, email, phone, and address. Set your timezone so that schedules and bookings display the correct local times.
Set up your locations
If you operate from multiple sites, create locations for each venue. This organizes your schedule, POS terminals, and card readers by site.
Set up your activities
Create the courses, hires, and events you want to offer. Set capacity limits, schedules, and pricing for each.
Configure payment processing
Connect your Stripe account so you can accept online payments. Sailia uses Stripe for card processing, payouts, and refunds.
Set up accounting categories (optional)
If you track VAT or sync with Xero, configure accounting categories and assign them to your activities and products. This ensures payouts are categorized correctly for reporting and tax compliance.
Add your staff
Create staff profiles and assign them to activities. If you want automatic timesheet generation, enable auto daily timesheets on each staff member.
Set up cancellation policies (optional)
Define your cancellation policies and communicate them through activity descriptions, waivers, and confirmation emails. This sets clear expectations with customers before they book.
Set up discount codes (optional)
Create discount codes for promotions, early-bird offers, or membership benefits.
Configure shop products (optional)
Add any physical or digital shop products you sell through the POS. Enable custom pricing on items where the price varies.
Set up memberships and passes (optional)
Create memberships for recurring access and activity passes for prepaid session bundles.
Set up instalment plans (optional)
Configure instalment plans on higher-value activities so customers can split payments over time.
Set up waivers (optional)
Create waivers that customers complete before attending an activity. You can include file upload fields for documents like medical certificates or photo ID.
Configure automated workflows (optional)
Set up automated email workflows to send booking confirmations, reminders, and follow-ups without manual effort.
Connect Xero (optional)
If you use Xero for accounting, set up the accounting sync to automatically send payout invoices to Xero.
Connect Adventuro (optional)
If you want to sell activities through the Adventuro marketplace, set up the Adventuro integration to sync availability and receive bookings.
Embed a newsletter form (optional)
Add a newsletter signup form to your website to grow your subscriber list and reach customers with marketing campaigns.
Customize and share your booking page
Review your booking page to make sure your activities, pricing, and branding look correct. Embed it on your website or share the link directly, then start accepting reservations.