Understory

Settings

How to Manage Team Understory: Managing your team in Understory lets you view, add, edit, and organize all the people who help run your business.

Manage Your Team in Understory

Understanding Roles Admin, Manager & Custom Roles Understory: A role in Understory determines what a team member can access and do inside your company’s account.

Understanding Roles: Admin, Manager, Guide & Custom Roles in Understory

Invite Employees Understory: Adding employees (team members) to your Understory account allows you to share access to manage experiences, bookings, sales and more.

How to Add Employees to Understory

Step-by-step guide for signing in to Understory and resetting a forgotten password.

How to log in and reset your password in Understory

Administre team

Understory Public API

How to connect your Understory account to GetYourGuide (GYG)

Connect to GetYourGuide (GYG)

Using Planday Integration Understory: The Planday integration allows you to automatically sync events from Understory with your Planday account.

Using the Planday Integration in Understory

This article is a guide on how to set up automated bookkeeping with e-conomic

E-conomic

Connect Understory Account iCal: The iCal integration allows you to sync your Understory events with an external calendar.

How to Connect Your Understory Account with iCal

Integrations

How to edit your personal profile: Set up your profile with profile picture, name, contact information and language preference.

How to edit your personal profile

Learn about Notifications Understory: Notifications in Understory help you stay informed about important updates, bookings, events, and sales happening within your business.

Notifications in Understory

Connect with Other Understory Accounts to Distribute Each Other’s Experiences

Other

Plan Management in Understory lets you easily choose, upgrade, downgrade, or cancel your subscription plan directly in your Backoffice.

Plan Management in Understory: Managing Your Subscription

Email Invoicing automatically sends invoice details to a specified email address when customers choose "Invoice" as their payment method.

Email invoicing notifications

Payments 

How to set up Stripe

PayPal integration lets you accept payments quickly and securely through your Understory account.

How to set up PayPal

Configure VAT Rates: Configuring VAT rates in Understory lets you apply the correct Value Added Tax to ticket sales, ensuring you meet your local tax obligations.

How to Configure VAT Rates

This video shows how to manage your payout schedule in Stripe

Stripe payout schedule

This video shows a way to refund an optional amount of a specific transaction

Partly refund in Stripe

Set up payment methods

Understory Pay Onboarding: Understory Pay lets you receive payments directly through the Understory platform by connecting with enterprise-grade payment solutions.

Understory Pay Onboarding Guide

What is Understory Pay?

Read more about all the benefits with choosing Understory Pay

Why choose Understory Pay?

Learn how to get started with Understory Pay

How to activate Understory Pay

Verification process (KYC) for Understory Pay

Understory Pay pricing and fees

Learn more about managing payments in Understory

Managing payments in Understory Pay

Complete the switch from to Understory Pay

Switching from Stripe to Understory Pay

How to submit additional KYC documents when the upload area in Understory Pay is locked after initial submission.

What to do if your document upload is locked during Understory Pay KYC

You can read about Understory Pay and all the great benefits.

Understory Pay

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