Skip to main content

Streamlining partner bookings: a step-by-step guide

Give partners a trackable booking link and let them embed your form on their site. You see where bookings come from, they send you more customers. Everybody wins.

Generate a unique URL for your partner​

  • Go to the booking form settings.
  • Toggle Integrate on partner website in step 2.
  • Enter a unique partner identifier (for example, the partner name), then copy the generated link.
info

Need more advanced options? Take a look at custom integrations for more options.

Share the URL and embed instructions​

Track partner bookings​

See partner performance in bookings.

  • Click the filter icon, choose Partner, then select the identifier to see only that partner’s bookings.
  • Click Export to download to Excel for deeper analysis.
  • Open a booking to see the partner on the booking details.

Optional: set specific pricing​

Set partner-specific prices in pricing.

  • Choose Slot pricing or Flexible pricing.
  • Add or edit a price rule.
  • Under Conditions, select Booked via partner, then pick the partner identifier.
  • Save.

Manually assign a partner to a booking​

When a partner sends you a booking request directly, you can assign them when creating a booking as an admin. The booking then automatically applies that partner's pricing, add-ons, and other settings.

  1. Go to Add booking
  2. Fill in the customer and booking details
  3. Under Partner, select the partner identifier
  4. Complete and confirm the booking as usual