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.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Growth (Subscription), Growth (Online Booking Fee), Managed
→ Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Reports > Booking Index > Booking Details > Add Partner Attribution
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, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Adding Partner attributions
Back to topThe Partner themselves usually makes bookings by a Partner. However, there may be times when you or a Staff member in your organization must manually attribute a booking to one of these Partners.
To do this, pull up the invoice for the booking in question and look at the left sidebar. You see a button labelled Add Partner Attribution.
Clicking this button launches a pop-up window with a dropdown field labelled Select a Partner. Simply 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 which case, you see a button in the left sidebar labelled Change Partner Attribution.
Click on that button and follow the same steps as above to change the partner to which the booking is attributed.
Partners can make attributed bookings where the Customer can pay later. Learn more here: |
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