Skip to main content

Manage Your Sales

Manage Sales: Easily manage all your bookings and sales directly from the Understory back office.

Updated over 3 weeks ago

The Sales section lets you update tickets, add-ons, and customer details, resend confirmations, or handle payments and refunds—all in just a few clicks. This helps you keep bookings accurate and up-to-date, providing a smooth experience for both you and your customers.

Additionally, users can process refunds, including partial refunds or refunds for specific tickets, ensuring full flexibility when managing bookings.

How to Manage Your Sales Bookings

Add or Remove Tickets (and Add-ons)

  1. Click Sales in the navigation bar – See list of all bookings
    ​

  2. Click the booking you want to edit – Opens booking details
    ​

  3. Click the pencil icon on Booking Information – Edit mode opens
    ​

  4. Update ticket or add-on quantities with “+” or “-” – Adjust your booking as needed
    ​

  5. Select payment option and refund (if applicable) – Choose payment link or refund
    ​

  6. Click Save changes – Customer receives updated confirmation

Edit Customer Information

  1. Click Sales in the navigation bar – See list of all bookings
    ​

  2. Click the booking you want to edit – Opens booking details
    ​

  3. Click the pencil icon on Customer Information – Edit customer details
    ​

  4. Edit name, email, phone, or language – Correct or update customer info
    ​

  5. Choose whether to resend confirmation
    ​

  6. Click Save changes – Updates and sends new confirmation if selected

Cancel or Move a Booking

  1. Click Sales in the navigation bar – See list of all bookings
    ​

  2. Click the booking you want to edit – Opens booking details
    ​

  3. Click Cancel booking or Move – Choose action for booking
    ​

  4. Follow on-screen instructions to confirm – Booking canceled or rescheduled

Process Refunds

Issuing a Partial Refund

  1. Navigate to the booking details page in your Understory account.

  2. Locate the specific ticket or item within the booking that requires a refund.

  3. Enter the editing mode by selecting the appropriate option (e.g., an edit or modify button).

  4. Adjust the amount to be refunded by specifying the partial amount.

  5. Confirm your changes to process the refund.

Refunding a Single Ticket Within a Multi-Ticket Booking

  1. Open the section in Understory where bookings or sales are listed.

  2. Select the specific booking you wish to modify.

  3. In the booking details, choose the option to enter edit mode (e.g., an "edit" button).

  4. Reduce the quantity of the ticket(s) you wish to refund.

  5. Select the option to apply a refund, and confirm the refund method if prompted.

  6. Save your changes. The customer will receive confirmation of the refund.

What can I do with Manage Your Sales?

The Manage Your Sales feature puts you in the driver’s seat for all your booking needs. You can quickly fix typos, resend booking emails, add more tickets or extra add-ons to improve your customer’s experience, or handle payment links and refunds — all without leaving your dashboard. This ensures customer info is always correct, extra sales can happen instantly, and you provide fast, accurate service every time.

Refunds are also supported, allowing you to issue partial refunds or refund individual tickets easily from the booking details page.

  • Ensure you confirm all changes before exiting the booking details page to complete the refund successfully.

  • Refund processes may vary slightly based on your account settings or application version, so consult Understory’s latest guides for any updates. By following these steps, you can efficiently process refunds in Understory, whether it's for partial amounts or specific tickets within a booking.

Did this answer your question? If not, please reach out to us in the chat window at the bottom to the right, and we'll be happy to help 🤗

Did this answer your question?