Understory

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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

Set up the GetYourGuide integration to automatically sync availability and receive bookings from GetYourGuide in Understory.

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

Use this article to connect your Understory account to Viator, set up experiences so availability syncs and bookings flow in, and disconnect Viator if needed.

Connect Understory to Viator

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

A guide for hosts: how to refund a ticket purchase via Understory Pay or Stripe.

How to refund a ticket purchase

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

Understory Pay

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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