Discover how to set up and use Partner Accounts in Checkfront to collaborate with partners and track their bookings and commissions.
Read this introduction to Partner Accounts, including accessing partner accounts, adding new partner accounts, understanding the number of accounts left in your plan, and enabling commission calculation after booking discounts.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Manage > User Accounts > Partner Accounts
What more do I need to use this feature?
- Admin permissions to manage User Accounts.
- Our Android and iOS mobile apps do not support Partner Accounts. Partners must access accounts using their desktop or mobile browsers.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic items version (Inventory > Items) and our classic products version (Inventory > Products). → Learn more about products
Accessing partner accounts
The User Accounts page (Manage > User Accounts) is a central hub for managing your User Accounts - Staff, Partner, and Customer.
You may need to provide third-party agents or Partners with the ability to make bookings on your behalf. In this case, you pay Commissions for these bookings, and the Partner must have access to their reporting console without access to the main business backend - a Partner account.
When you create Partner accounts, Partners gain access to their private dashboards. This feature lets Partners embed a booking portal on their websites and track commissions earned from their referrals. They do not have access to your inventory or company reporting, nor can they make any changes to your account.
From the Partner Accounts tab, you can view pertinent information about each Partner, including the number of Bookings they have made, whether they have enabled Two-Factor Authentication, and their last login time.
You can also access the Partner's account details to edit and export Partner Accounts.
Adding new Partner Accounts
To start creating a new Partner Account, click the New Partner button at the top left of the page.
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Learn more about Partner settings For a detailed look at Partner Account - Profiles and Permissions, check out the following articles: |
You have # Left
Depending on your plan, there are limits on the number of Partner Accounts you can add.
The number of Partner Accounts you have left is displayed next to the New Partner button with the YOU HAVE # LEFT label, for example, YOU HAVE 1 LEFT.
A banner appears at the top of the page when you have reached your plan limit, prompting you to upgrade your plan.
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Changing the status of a Partner Account Anytime you change the status of a Partner Account (enable, disable, archive, or unarchive), you can refresh the page to see an updated YOU HAVE # LEFT count. |
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Learn more about your billing plan For a detailed look at changing your billing plan, check out the following articles: |
Calculating commissions after booking discounts
The Calculate Commissions After Booking Discounts setting determines whether the system calculates commissions before or after booking discounts are applied.
Next Steps
Once you’re comfortable with the basics above, check out these deeper-dive articles:
To learn more about Partner Accounts, please read the whole series of articles:
- Filtering and searching your Partner Account list
- Viewing Partner Account information within the Partner Account list
- Enabling system-wide account settings for Partner Accounts
- Configuring Partner account profile settings
- Managing Partner Account permission settings
- Exporting Partner Accounts
- Setting up commissions for Partner Accounts
- Using the Booking Widget and Hosted Booking Page for Partners
- Viewing the commission breakdown from the booking invoice
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Reporting on Partner commissions
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Learn more about Staff and Customer accounts Looking for information on Staff or Customer accounts? Check out the following articles: |
In the following article in this series, we look at filtering and searching your Partner Account list.
Filtering and searching your Partner Account list >