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Locate: Reports > Booking Index > Booking Details > Add Partner Attribution
Prerequisites:
- Admin permissions or restricted permissions for Reports & Booking Data and Partner Attribution.
- Booking Details are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using the Booking Details with products (Inventory > Products)? Your account must be a member of our Early Access Program.
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Early Access Program To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
In this article, we look at attributing a partner to your booking for those who work with partner accounts.
New to the Booking Invoice and booking details? Be sure to read our overview, Booking Details: Introduction, before starting!
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full management capability of the Booking Details features.
Attributing a Partner to Your Booking
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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 labeled Add Partner Attribution.
Clicking on this button launches a pop-up window with a dropdown field labeled 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 labeled Change Partner Attribution.
Click on that button and follow the same steps as above to change the partner that the booking is attributed to.
FAQ
Q: I have a Payment Provider setup, but still can't use "Add Payment".
A: Hosted Payment Providers such as Paypal Standard and Google Checkout, do not support this functionality.
Q: What is the difference between VOID and CANCELLED?
A: A VOID booking is removed from the system within 30 days. A CANCELLED booking is not. You cannot VOID a booking that has a live payment attached to it.
Q: Emails seem to be getting caught in my junk folder.
A: Checkfront is sending the e-mail on behalf of the domain you have configured. If you have a sender policy rule setup, then you need to add Checkfront to the list of verified senders (howto).