Glossary

Definitions of key terms used throughout Sailia documentation.

A quick reference for the terminology used across Sailia. Terms are grouped by area to make it easier to find what you need.

Activities and scheduling

Term	Definition
Activity	A bookable item — either a course, hire, or event. Each has its own schedule, pricing, and capacity.
Course	A scheduled activity with defined sessions, such as a surf lesson or yoga class.
Hire	An equipment rental with a time slot, such as kayak hire or bike rental.
Event	A one-off or recurring occasion, such as an open day or guided tour.
Session	A single time slot within an activity that customers can book.
Capacity	The maximum number of attendees allowed for a session. Shared in real time between online and POS bookings.
Waitlist	A queue customers can join when a session is fully booked. They are notified automatically when a spot opens. See Waitlists.
Add-on	An optional extra customers can add to a booking, such as equipment rental or a meal.
Booking cutoff	The deadline before a session starts (or ends) after which customers can no longer book online. Configured via the minimum notice period on each activity.

Bookings

Term	Definition
Booking	A customer’s confirmed reservation for an activity session, tracked with payment status and attendee details.
Group booking	A booking where one customer (the organizer) books on behalf of multiple participants. See Group bookings.
Walk-in	A booking created at the point of sale for a customer who arrives without a prior reservation.
Booking wizard	The guided checkout flow on the booking page that walks customers through session selection, attendee details, and payment.
Basket	The collection of items (activities, products, gift cards) a customer has selected before completing checkout.

Customers

Term	Definition
Customer	A person who books activities or purchases products. Sailia creates a record automatically on first purchase. See Customer management.
Customer account	A self-service account customers create on your booking page to manage bookings, memberships, and family members. See Customer accounts.
Family account	A feature that lets customers group family members under one login. Each member has their own booking history, waivers, and memberships. See Family accounts.
Guest checkout	Completing a purchase without creating an account. Guests receive confirmation by email but cannot manage bookings online.
Waiver	A document customers complete before attending an activity, typically including acknowledgements, signature fields, and file uploads. See Waivers.

Pricing and promotions

Term	Definition
Membership	A recurring subscription with automatic billing through Stripe. Members receive benefits like discounts on activities. See Memberships.
Activity pass	A prepaid bundle of sessions that customers redeem against future bookings. See Activity passes.
Discount code	A code customers enter at checkout for a fixed, percentage, or tiered discount. See Discount codes.
Gift card	A stored-value card customers purchase and redeem at checkout. Also created when you issue a refund as store credit. See Gift cards.
Store credit	A gift card issued as a refund alternative. The balance is available immediately for future purchases.
Surge pricing	A discount code feature that increases prices during high-demand periods. Configured under Discount codes.
Early-bird pricing	A discount code feature that offers lower prices for bookings made well in advance.

Payments

Term	Definition
Stripe	The payment processor Sailia uses for all card transactions, payouts, and refunds. See Payments and Stripe.
Payout	A transfer from Stripe to your bank account, typically on a daily or weekly schedule.
Instalment plan	A payment option that splits a booking’s total into scheduled payments collected automatically by Stripe. See Instalment plans.
MOTO payment	A mail order/telephone order card payment processed without the cardholder present. See MOTO payments.
Stripe Link	A Stripe-powered express checkout that auto-fills saved payment details for faster checkout.
Accounting category	A label applied to products and activities that maps to a VAT rate, Xero account code, and item code. See Taxes and VAT.

Point of sale

Term	Definition
POS	The point of sale — Sailia’s in-person checkout for walk-in bookings, product sales, and card reader payments. See Point of sale.
POS terminal	A configured checkout interface assigned to a location. Multiple terminals can operate at the same site.
Till shift	A session during which a POS terminal is open for transactions. Opening a shift enables cash payments and tracks the cash float.
Card reader	A Stripe Terminal device connected to the POS for in-person card payments. See Card readers.
Shop product	A physical or digital item sold through the online shop or POS. See Shop products.
Custom pricing	A POS feature that lets operators override the listed price of a product at checkout. See Custom pricing.

Staff

Term	Definition
Staff member	A person on your team with a Sailia profile, assigned to activities, and optionally configured for timesheets and pay rates. See Staff management.
Permission group	A set of access controls (schedule, finances, POS, communications, staff management) assigned to staff. See Permissions reference.
Auto daily timesheet	A feature that automatically generates timesheet entries from scheduled bookings, including setup and pack-down time. See Auto daily timesheets.
Timesheet invoice	An invoice submitted by staff based on their timesheet entries, reviewed and approved by an admin. See Timesheet invoices.
Pay rate amendment	A per-booking override to a staff member’s default pay rate.

Integrations

Term	Definition
Workflow	An automated action (email or SMS) triggered by a specific event in Sailia. Over 30 triggers are available. See Automated workflows.
Workflow trigger	The event that starts a workflow, such as “booking confirmed” or “membership renewed”. See Workflow triggers reference.
Merge field	A placeholder in a workflow email template that is replaced with dynamic data at send time (such as the customer’s name or booking date).
Xero sync	An integration that pushes each Stripe payout to Xero as a categorized invoice. See Xero accounting sync.
Adventuro	An online travel agency marketplace where you can list your activities and receive bookings. See Adventuro integration.
Booking tracking	Analytics events fired during the booking flow, captured by Google Tag Manager or PostHog. See Booking tracking events.

General

Term	Definition
Booking page	Your auto-generated public website where customers browse, book, and pay. See Your booking page.
Location	A physical site you operate from. Used to organize activities, POS terminals, card readers, and timesheets. See Locations.
Dashboard	The admin interface where you manage all aspects of your Sailia account.
Financial dashboard	The section of the dashboard showing payment data, payouts, exports, and email usage meters. See Financial reporting.