Guides for your business
Everything you need to set up and run Unitlify day to day, explained step by step. Every guide is also available as a PDF.
Sales & Booking
Setting up payment methods
Connect Stripe, set up PayPal, Apple Pay and Google Pay, bank transfer and pay on site. With all prerequisites and the typical pitfalls.
Read guideWidgets on your own website
Embed a catalog, offer, booking box or button on your website. Embed code, allowed domains, SUB-IDs for analysis and the most common errors.
Read guideAffiliate partners
Pay partners such as tourism portals, hotels or blogs a commission for referred bookings. Links, attribution, statements and widgets on the partner's site.
Read guideDiscount codes, extras and sales automation
Create and understand discount codes, extras (add-ons) per offer, discount by occupancy, waiting list, cart reminder and review request, quantities and reservation duration.
Read guideManaging, rebooking and cancelling bookings
Administrative booking in four steps, payment link, cancellation and refund, changing a booking, check-in, messages to guests, parking, customer rebooking in the portal and what the guest sees in the customer portal.
Read guideNewsletter and marketing
Contacts and lists, sign-up via forms with double opt-in, writing, testing and sending campaigns, unsubscribes and statistics, Brevo as an alternative and what matters for the GDPR.
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Sales Channels
Connecting GetYourGuide
Sell your offers on GetYourGuide: map Product ID, Tour ID and categories, availability, extras, reservations, bookings and cancellations. Including the typical pitfalls.
Read guideConnecting Jochen Schweizer
Sell experiences through Jochen Schweizer and mydays: store the token, link the offer with Experience and Location, transfer dates, understand bookings and credit notes.
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Operations & Documents
Capacity and resources
How Unitlify counts places: time slots, resources with shared capacity, capacity groups for reporting, persons per ticket, exclusive ticket, weekday rules and closures, and which of these apply in which channel.
Read guideDesigning ticket and voucher PDFs
The PDF editor for tickets, vouchers and invoices: default template per language, separate templates per offer, logo, banner on page 1 and 2, texts and preview.
Read guideRoles and permissions
Create roles, assign permissions, understand inheritance, invite employees, enforce two-factor authentication, legal representatives and the shift restriction. Including the typical mistakes.
Read guideInvoices, receipts and payouts
Automatic invoices to guests, manual invoices, credit notes, e-invoicing and GoBD archive, accounting package for the tax advisor, payouts from Stripe, Unitlify invoices and the DATEV integration.
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Staff & Payroll
Shift scheduling
Creating shifts, setting roles and breaks, accepting applications, releasing and replacing shifts, notifications, time tracking and how it interacts with vacation and sick leave.
Read guidePayroll and absences
Pay types, working time and absence rules, bonuses, continued pay during sick leave, vacation entitlement and approval, sick leave, month-end close and export to DATEV, LODAS or BMD.
Read guideTET report and pay
The daily team report: staffing from the schedule, customer numbers and no-shows, mood and issues, the pay (Gage) per time slot from the capacity group, corrections, permissions and the effect on payroll.
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Still have questions?
Our team is happy to help you with the setup.