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.

Your admin dashboard includes an interactive setup checklist that tracks your progress through these steps automatically. Open it to see which steps you have completed and which are still outstanding.

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. 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.

2. Set up your activities

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

3. Configure payment processing

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

4. 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.

5. Set up discount codes (optional)

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

6. 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.

7. Set up memberships and passes (optional)

   Create memberships for recurring access and activity passes for prepaid session bundles.

8. Set up instalment plans (optional)

   Configure instalment plans on higher-value activities so customers can split payments over time.

9. 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.

10. Configure automated workflows (optional)

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

11. Connect Xero (optional)

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

12. Connect Adventuro (optional)

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

13. Embed a newsletter form (optional)

    Add a newsletter signup form to your website to grow your subscriber list and reach customers with marketing campaigns.

14. 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.