Quick setup checklist

A step-by-step checklist to configure your Sailia account and start taking bookings.

Use this checklist to make sure you have everything configured before you go live.

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

1. Configure your business details

   Set your company name, contact email, phone number, and address in business settings. These details appear on your booking page and in customer emails.

2. Set up locations

   Create your locations — the physical sites where you run activities. Each location can have its own address, card readers, and kit inventory.

3. Set up your activities

   Create the courses, hires, and events you want to offer. Set capacity limits, schedules, and pricing for each.

4. Configure payment processing

   Connect your Stripe account so you can accept online payments. Sailia uses Stripe for card processing, payouts, and refunds.

5. Add your staff

   Create staff profiles and assign them to activities. Define qualifications to track instructor certifications. If you want automatic timesheet generation, enable auto daily timesheets on each staff member.

6. Set up kit tracking (optional)

   Add your equipment to kit management and set quantities per location. Enable auto-capacity on activities to let kit availability determine session capacity.

7. Set up discount codes (optional)

   Create discount codes for promotions, early-bird offers, or membership benefits.

8. 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.

9. Set up memberships and passes (optional)

   Create memberships and activity passes for customers who want recurring access or prepaid session bundles.

10. 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.

11. Configure refund policies (optional)

    Create refund policies to define cancellation terms for your activities.

12. Configure automated workflows (optional)

    Set up automated email workflows to send booking confirmations, reminders, and follow-ups without manual effort.

13. Connect Xero (optional)

    If you use Xero for accounting, set up the accounting sync to automatically send payout invoices to Xero.

14. Connect Adventuro (optional)

    If you want to sell activities through the Adventuro marketplace, set up the Adventuro integration to sync availability and receive bookings.

15. Embed a newsletter form (optional)

    Add a newsletter signup form to your website to grow your audience and reach customers with email campaigns.

16. Go live

    Share your booking page with customers and start accepting reservations.

You can complete these steps in any order. The only hard requirement before accepting payments is connecting Stripe.