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Documentation Index

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Your account settings control how Sailia works for your business — from your business profile and branding to payment configuration and user access. This guide walks you through the key settings you should configure when getting started.

Business profile

Your business profile determines how your company appears to customers on the booking page and in email communications. To update your business profile:
1

Open account settings

Navigate to Settings in your Sailia dashboard.
2

Edit your business details

Update your business name, contact email, phone number, and address. These details appear on booking confirmations and receipts.
3

Save your changes

Click Save to apply the updates.

Timezone

Your business timezone controls how dates and times are displayed across Sailia — including on the booking page, in email communications, and in the dashboard. To set your timezone, select the correct value from the Timezone dropdown in your business settings and click Save. The dropdown lists all standard IANA timezones (for example, Europe/London, America/New_York, or Australia/Sydney).
If no timezone is set, Sailia defaults to Europe/London. Update this if your business operates in a different timezone to ensure booking times and schedules display correctly for your customers.

Booking page settings

Customize how your public booking page looks and behaves:
  • Business name and logo — displayed at the top of your booking page
  • Activity descriptions and images — configured per activity in the activities section
  • Checkout options — control which items are available for purchase (activities, shop products, memberships, gift cards, donations)
Keep your business profile up to date so customers always see accurate contact information and branding.

Payment settings

Payment settings control how you accept and process payments:
SettingDescription
Stripe connectionConnect your Stripe account to accept card payments — see Payments and Stripe
Donation settingsEnable checkout donations and Gift Aid — see Donations
Instalment plansConfigure split-payment options — see Instalment plans
You must connect Stripe before you can accept online payments or use card readers at the POS. See the Stripe setup guide for instructions.

Location settings

If you operate from multiple sites, configure your locations to organize activities, POS terminals, and card readers by venue.

Staff and permissions

Manage who has access to your Sailia account and what they can do:
  • Add staff members — create profiles for your team in Staff management
  • Assign permissions — control access to the schedule, financial dashboard, POS, communications, and staff management using permission groups

Integration settings

Connect Sailia to external tools from your integration settings:
IntegrationPurpose
XeroSync payouts to Xero as categorized invoices
AdventuroList activities on the Adventuro marketplace
Google Tag Manager / PostHogTrack booking events for analytics

Notification settings

Configure how Sailia communicates with your customers:
  • Automatic emails are sent by default for booking confirmations, refunds, and waitlist notifications — see Notifications
  • Custom workflows let you set up automated email and SMS sequences — see Automated workflows
  • Newsletter forms let you capture subscribers from your website — see Newsletter forms

Quick setup checklist

Step-by-step guide to configure your account.

Staff management

Add staff and manage permissions.