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.
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Reports > Booking Index > Booking Details > Add Partner Attribution
What more do I need to use this feature?
- Admin permissions or restricted permissions for Reports & Booking Data and Partner Attribution.
Which Checkfront version supports this feature - classic, new, or both?
- The Booking Invoice feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Adding Partner attributions
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Bookings by a Partner are usually made by the Partner themselves. However, there may be times when you or a Staff member in your organization need to manually attribute a booking to one of these Partners.
To do this, pull up the invoice for the booking in question and look over to the left sidebar. You see a button labelled Add Partner Attribution.
Clicking on 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 that the booking is attributed to.
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