Common tasks

Quick reference for everyday tasks in Sailia — from creating bookings to processing refunds.

This page gives you a quick reference for the tasks you perform most often in Sailia. Each entry links to the full guide for more detail.

Bookings

Task	How to do it
Create a walk-in booking	Open the POS, add the activity to the basket, collect attendee details, and take payment
View today’s bookings	Open the bookings dashboard and filter by today’s date
Cancel a booking	Open the booking, select Cancel, choose a refund method, and confirm
Move a booking to a different session	Open the booking and change the session to a different date or time
Resend a confirmation email	Open the booking details and select resend confirmation
Check who is attending a session	Open the session in your schedule view to see the attendee list

Payments

Task	How to do it
Process a card refund	Open the booking, select Refund, choose Original payment method, and confirm — see refunds
Issue store credit	Open the booking, select Refund, enable Issue as credit — a gift card is created automatically
Take a cash payment	Open a till shift, then select Cash as the payment method at checkout
Send a payment link	In the POS, select Send payment link and enter the customer’s email — see card readers
View today’s revenue	Open the financial dashboard and filter by today’s date

Customers

Task	How to do it
Find a customer	Search by name or email in the customer dashboard
Check waiver status	Open the booking or customer profile to see waiver completion
Add a note to a customer	Open their profile, go to the Notes tab, and save your note
Send a waiver manually	Go to the waivers dashboard, select the waiver and recipients, set a due date, and send

Staff

Task	How to do it
Add a new staff member	Go to staff management and select Create Staff Member
Approve a time-off request	Open the request in the staff dashboard and select Approve
Review a timesheet invoice	Open the submitted invoice and approve, reject, or void it

Promotions

Task	How to do it
Create a discount code	Go to discount codes and configure the code, type, amount, and any limits
Sell a gift card	Customers can purchase through your booking page, or staff can sell through the POS
Set up a membership	Go to memberships and configure the plan, billing interval, and benefits

Integrations

Task	How to do it
Connect Xero	Go to accounting sync settings, connect your Xero account, and configure accounting categories
Set up an automated email	Create a workflow with a trigger, optional delay, and message template
Enable booking tracking	Connect Google Tag Manager or PostHog to capture booking funnel events
List activities on Adventuro	Activate the Adventuro integration and share your API key