In addition to the primary administrator account, each Checkfront customer has the ability to configure additional accounts for use by their staff members. Various permissions can be set to control how much access the staff member has to the inventory and reporting etc, but ultimately they will be working within the company’s Checkfront backend.
Sometimes, companies need to offer third-party agents or partners, the functionality to make bookings on behalf of the business. Commissions are paid for these bookings and the partner must have access to their own reporting console, without having access to the main business backend. This is where partner accounts come into play, and all Checkfront subscription levels have access to this feature.
You can view the number of permitted partner accounts based on your plan by visiting our Plans Page. When a partner account is created, that partner has access to their own private dashboard. This provides them with the tools they need to embed a booking portal on their website and track commissions earned on their referrals. They do not have access to your inventory or company reporting and are unable to make any changes to your account. So let’s dive in and have a closer look at how to create a partner account and how it can be used to benefit your business.
Creating a New Partner AccountBack to top
Fill out the required fields, including a unique partner ID, name and address, temporary password and a nickname which will be displayed in your reports.
If you use Twilio SMS notifications, you can add a mobile number for the partner.
Password CreationBack to top
When it comes to choosing a password for the partner, choose one that contains a mixture of letters, numbers, and symbols. The stronger the password, the higher it will score in the coloured strength bar. A password must have a strength of 50 or more, or it will not be accepted.
Once you have finished entering the partner details, click Save to finalize the account. New partner accounts can be added in the same way at any time.
Commission GroupBack to top
If the partner should belong to a commission group, you can select that from the drop-down menu here.
If your list of groups is long, use the search field to find the relevant group by typing out its name. As soon as you begin typing, irrelevant options will be filtered out. Once you see the group you're looking for, select it and continue.
If the commission group doesn't yet exist in the system, you can create it by clicking on the Create a new commission group link.
From here, simply enter the name for the group and click on the check button to complete. If you change your mind, click on the 'x' button to cancel. The new commission group will then become available for future use also.
Snapshot EmailBack to top
You can also choose whether or not they should receive a weekly snapshot email containing a summary of statistics and activity. You can choose a day of the week from the drop-down menu for which to send out the report. Choose never if you don’t wish to send one at all.