An agency booked the guest and earns commission on what the guest buys. The guest stays the billed client.
Track
Client identity
Phase
Know who earns
Starts with
Client without partner
Ends with
Partner linked with rate
The guest came through an agency or a group former. The lodge must know who earns commission without changing who is billed.
Sales selects a commission partner on the client, or links the client from the partner's page.
Partners belong to a category such as Agency or Group Former.
Categories only supply the default.
This is the key moment of the journey: the rate belongs to this client and partner. This is the key moment of the journey.
Future invoices use the link automatically. Invoices the client already paid something on need an owner or admin, and every assignment is written to the invoice history.
Works with the client record and commercial decisions.
Configures registers, partners, reminders, and integrations.
Automates emails, matching, reminders, and sync.
The partner and its rate on the client.
Why: Offer the partner on new invoices.
The client under Linked customers on the partner.
Why: Control rates and categories.
The partner earns beside the client. The client is still the one billed.