Attributing Partners to bookings from bookings invoices

To track referral, commission, or Partner relationships, assign or update a Partner attribution directly on a Booking Invoice.

Learn how to attribute a Partner to your booking for those who work with Partner accounts.

New to the Booking Invoice? Read the first article in this series for an introduction to the Booking Invoice.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Click an active Booking ID anywhere in the system. For example, open the Booking Invoice from the Booking Index report (Reports > Booking Index > Booking ID > Booking Invoice > Add Booking Attribution).
• You can also enter the Booking ID in the Search field found in the main menu to bring up the Booking Invoice.

What more do I need to use this feature?

• Admin or restricted permissions for Reports & Booking Data and Partner Attribution.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic version, which uses classic items (Inventory > Items), and our classic version, which uses classic products (Inventory > Products).  → Learn more about products

What is a Partner account? A Partner account lets you provide access to third-party agents to track commissions and referrals.

Partners usually handle their own bookings; however, there may be times when you or a Staff member in your organization must manually attribute a booking to one of these Partners.

1. To do this, pull up the invoice for the booking in question and click the Add Partner Attribution button.
2. Clicking this button launches a pop-up window with a dropdown field labeled Select a Partner. Choose the relevant Partner from the list and click Submit.  

 And that's it! The selected Partner now has the booking attributed to them.  

Of course, you may wish to change the Partner attribution. In that case, you will see a button in the left sidebar labeled Change Partner Attribution.

Click the button and follow the same steps as above to change the Partner to which the booking is attributed.  

Learn more about Partner bookings For a detailed look at how Partners can make attributed bookings where the Customer can pay later, check out the following article: How can a Partner make a Booking and the Customer pay later?

Next Steps

In the following article, we look at copying bookings from Booking Invoices.

< Bookmarking booking invoices | Copying bookings from booking invoices >