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Getting Started Guide

Updated over 3 weeks ago

Here’s a quick 4-step guide to help you get set up smoothly with Understory.
Heads up - you’ll need a computer to complete the steps. If you need help, feel free to reach out.

1. Invitation to account

Accept the invite to your Understory account: A separate invite is sent to your email from [email protected]

2. Create an experience and/or date

We've set up your experiences and dates, but some details might be missing if we can't find the information.


If you need to fill in any gaps, you can find a guide here:
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​Create experience
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Create date

3. Set up payments with Understory Pay


To start getting bookings, you’ll need to set up payments with Understory Pay. Follow the step-by-step guide below to see how it's done:

  1. Go to your profile, click on "Company settings", and then go to Integrations.

  2. Set up your account

  3. Set up business details

    Next step

    Summary

  4. Company Structure

  5. Verification of owner(s)

    If you have more than one owner of the company, all owners need to be verified. If the person who needs to be verified isn't sitting next to you, you can share a link to the QR code - Either by copying and sharing or by SMS

  6. Company contact details

  7. Add bank account details for payouts

    Remember to find your IBAN number

    • Find this on your web-bank or bank statement

  8. Review and submit

    Read through "PCI DSS questionnaire" and "Sign Services agreement" and sign the documents.

4. Connect Understory to your website

  1. Choose your booking solution
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    1. Storefront
      Our all-in-one solution - with an optional overview, a detail page, and a built-in booking flow.
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      ​It’s perfect if you want to manage, update, and showcase your experiences in one place - without juggling multiple tools.

    2. Checkout
      Our full-screen booking flow. Your guests can book straight from your page, with a clear “Book” button that links directly into the flow.
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      ​Perfect if you want a seamless integration, but still like a marked transition to the booking itself.

    3. Widget
      A booking widget you can place anywhere on your site. The flow starts right there on your site - no redirects.


      ​It’s built for you if you want a fully integrated setup where guests can start booking without ever leaving your page.

    4. WordPress Plugin
      Embed your Storefront or upcoming dates directly on your site.
      ​
      ​It’s the right fit if you want a fully integrated booking solution while keeping complete control of your brand and design.
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  2. Add the link or script from your preferred booking solution to your website or social media profiles. Click here to get started.

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