Agencies and group formers bring guests and earn commission. They are not the guests' parent.
Track
Shared concept
Phase
Shared language
Starts with
Agency as parent idea
Ends with
Agency as partner
It is tempting to group an agency's guests under the agency. SettleWise models agencies as partners instead.
Someone wants to put an agency's guests under the agency.
Categories like Agency or Group Former carry the default rate.
This is the key moment of the journey: the guest stays the billed client. This is the key moment of the journey.
Delivery is a choice; ownership does not move.
A family or company that truly pays for its members.
Works with the client record and commercial decisions.
Configures registers, partners, reminders, and integrations.
Partner categories with default rates in Preferences → Commissions.
Why: Keep commission rules in one place.
Agencies earn commission beside the client. Families share a parent.