SettleWiseClientsShared concept
CX-02Shared language

A commission partner is not a parent

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

Check how an agency is set up.

Before you start

Sign in as
Owner or admin

Run the scenario

  1. 1AdminSettleWise · Customers · Commission partners

    Open an agency and look at Linked customers.

    Expected evidence

    Its guests appear as linked clients, each with its own invoices.

Scenario completed

Agency as partner

Agency role
Parent of guests→Partner earning commission

If it does not match

  • If an agency appears as a parent client, it was set up before partners existed; ask an admin to move it.