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Manage Your Sales

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

Updated over 2 months 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.

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
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  2. Click the booking you want to edit – Opens booking details
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  3. Click the pencil icon on Booking Information – Edit mode opens
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  4. Update ticket or add-on quantities with “+” or “-” – Adjust your booking as needed
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  5. Select payment option and refund (if applicable) – Choose payment link or refund
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  6. Click Save changes – Customer receives updated confirmation

Edit Customer Information

  1. Click Sales in the navigation bar – See list of all bookings
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  2. Click the booking you want to edit – Opens booking details
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  3. Click the pencil icon on Customer Information – Edit customer details
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  4. Edit name, email, phone, or language – Correct or update customer info
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  5. Choose whether to resend confirmation
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  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
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  2. Click the booking you want to edit – Opens booking details
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  3. Click Cancel booking or Move – Choose action for booking
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  4. Follow on-screen instructions to confirm – Booking canceled or rescheduled

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.

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