allows you to track and organise your business collaborations in one place. By centralising partner information, you can quickly access contact details and key agreements, ensuring stronger relationships and streamlined operations that lead to business growth. For example, easily find the contact details for a local accommodation provider to create a package deal for your guests.
Accessing this feature
Go to Trade > Partners
How to use it
Adding a New Partner
Go to Trade > Partners.
Click the New button.
Partner Name: Enter the name of the business you're partnering with (e.g., "Ocean Breeze B&B" or "Adventure Tours Co.").
Contact Person: Enter the name of your main contact at this organisation.
Contact Email: Enter the best email address to reach your contact.
Contact Phone: Enter their direct phone number.
Partner Website (Optional): Add their website for quick reference.
Partnership Type (Optional): Select the type of partnership (e.g., accommodation provider, activity operator, restaurant).
Notes: Add any important information, such as the partnership start date or specific agreement terms.
Review the details and click Save.
Editing an Existing Partner
Go to Trade > Partners.
Find the partner you want to update in the list.
Click the Edit button next to their name.
Update any field, such as the contact person or phone number.
Click Save to store your updates.
What You Can Do
Add new partner profiles.
Keep partner details current, including contact information and notes.
View a comprehensive list of all your partners.
Keep detailed notes about agreements and reminders within each partner's profile.
Organise and categorise partners by partnership type (e.g., Accommodation, Activity, Retail).
Quickly search for partners by name or keyword.
Maintain a historical record of past collaborations for future reference.
Tips
Proactively update partner information when you hear about changes.
Use the notes section to record key dates, agreement terms, and meeting outcomes.
Categorise partners by partnership type (e.g., Accommodation Partner, Marketing Affiliate, Local Supplier) to easily filter your list.
Consider the importance of each partnership to focus on relevant information and nurture the relationship.
Periodically review your partner network to identify thriving relationships and new opportunities.
Need help?
For further assistance, contact us at [email protected]