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.Documentation Index
Fetch the complete documentation index at: https://sailia-mintlify-intercom-migration-1776823910.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
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:Edit your business details
Update your business name, contact email, phone number, and address. These details appear on booking confirmations and receipts.
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)
Payment settings
Payment settings control how you accept and process payments:| Setting | Description |
|---|---|
| Stripe connection | Connect your Stripe account to accept card payments — see Payments and Stripe |
| Donation settings | Enable checkout donations and Gift Aid — see Donations |
| Instalment plans | Configure split-payment options — see Instalment plans |
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:| Integration | Purpose |
|---|---|
| Xero | Sync payouts to Xero as categorized invoices |
| Adventuro | List activities on the Adventuro marketplace |
| Google Tag Manager / PostHog | Track 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
Related guides
Quick setup checklist
Step-by-step guide to configure your account.
Staff management
Add staff and manage permissions.