Qualifications and certificates

Define custom qualifications, attach them to staff and customers, and record certificate numbers from completed sessions.

Qualifications in Sailia let you track what staff are certified to teach and what customers have achieved. You can require qualifications to book a session, restrict who can instruct, and record certificate numbers as customers progress.

Set up your qualifications

1. Create the qualifications you issue

   Go to Settings → Qualifications and create each qualification you award, train towards, or accept as a prerequisite. For example: RYA Stage 1 Sailing, RYA Powerboat Level 2, RYA Dinghy Instructor.

2. Use them on activities

   When you create or edit a course, set:

   • Required staff qualifications — who can run the session, with an instructor-to-participant ratio (e.g. 1 RYA Start Windsurf Instructor per 6 participants).
   • Required customer qualifications — what a customer needs to hold before they can book.

Qualifications can be assigned to both customers and staff. The same record type is used everywhere — it makes staffing requirements and customer prerequisites consistent.

Adding qualifications to a customer

You can record a qualification on a customer’s profile in two places:

• Register view on the bookings dashboard — at the end of a session, tick off who qualified and enter their certificate number.
• Customer profile — open the customer, choose the family member, and add a qualification directly.

Once recorded, the qualification appears on the customer’s profile with the certificate number and the date it was awarded.

Recording certificate numbers

For courses that award a certificate (RYA, BCU, NPLQ, and others), you can record the certificate number when you log the qualification. This means:

• You have an auditable record of who received which certificate
• The certificate number is included on customer-facing emails and exports
• You can search and filter for it later

To record a number:

1. Open the register for the session on the bookings dashboard.
2. Click the qualification awarded to a participant.
3. Enter the certificate number and save.

You can also add a number after the fact from the customer’s profile.

Qualifications on staff

When a staff member has a qualification on their profile, Sailia can:

• Show only qualified staff when you assign instructors to a session
• Remind you when a session needs an instructor with a specific qualification
• Help you avoid scheduling someone for a session they’re not certified to teach

Manage staff qualifications from Staff → [staff member] → Qualifications.

Restricting bookings by qualification

For activities with a required customer qualification, Sailia will:

• Hide the activity from customers who don’t hold the qualification, or
• Show the activity but block the booking until the qualification is added to the customer’s account

This is useful for progression pathways — for example, requiring Stage 1 Sailing before a customer can book Stage 2.

Related guides

Activities

Configure qualification requirements on a course.

Staff management

Add qualifications to staff profiles.

Customer accounts

Where customer qualifications live.