Partner Profiles

58 February 25, 2021

Overview

This partner profile allows you to manage your partner info, which will allow partner to enter their code during the (In-House and Online) reservation process.  In order to use this partner function, you will need to enable it first in the settings.

In This Article…

  1. Enable Partner Profiles
  2. Creating Partner Profiles
  3. Online Reservation Process
  4. In-House Reservation Process
  5. Related Article

Enable Partner Profiles

  1. On the left menu bar, click on Settings > General Settings > System Settings Tab
  2. Click on the Enable Partner checkbox
  3. Click on Save


Creating Partner Profiles

  1. On the left menu bar, click on Profile > Partner
  2. Click on the Create

  3. Enter Contact Information
  4. Click Save button

Note: Mandatory fields are marked with a red asterisk. If Address/Phone is not necessary for your records, you can enter a single character in these fields to save time. Partnership Code = this code will be entered during the reservation process either online by the Partner, or In-House by selecting from list. Partner Name = the name that will be displayed in your Partner report.

Online Reservation Process

Your Partner will enter their code on the payment  page of the online reservation by clicking on “Click here to enter partner code” and enter the partner code.

In-House Reservation Process

You can select the partner during the  new reservation or modify existing reservation by click on the Partner Code drop down list in the bottom-right hand corner of the reservation screen.

Related Article

View Partner Report to track the usage of the partner profile.