To ensure your onboarding meeting with Understory is as efficient as possible, we ask that you prepare the necessary information and access details in advance.
By preparing the below points, we can ensure the meeting is productive and that we can quickly get started optimizing your experience with Understory.
If you have any questions before the meeting, feel free to reach out to us.
We look forward to helping you get started!
Here is an overview of what you need to have ready:
Invitation to account
Invitation to account
Accept the invite to your Understory account: A separate invite is sent to this email from [email protected]
Stripe
Stripe
A computer: It is important to join the meeting from a computer, as it isn't possible to do so from a phone or tablet.
IBAN and other payment details: Have your bank details ready so we can set up the payment solution correctly.
Finding your IBAN: Your IBAN can typically be found:
On your bank statements (paper or digital).
In your online banking portal, under account details or payment information.
By contacting your bank’s customer service.
Phone: This may be needed for verification or other purposes related to Stripe.
Website integration
Website integration
Login details: Ensure you have access to your website’s content management system (CMS) or control panel.
Considerations for implementation: Think about where you want our solution integrated on your website. This could be a specific page or section.
Extra Tips for the Meeting
Extra Tips for the Meeting
Ensure you are in a location with a stable internet connection.
If other team members from your business will be involved in setting up, feel free to invite them to the meeting.
Have pen and paper or a digital note-taking tool ready for notes.