Removing a Trade Partner
When a trade partnership has permanently ended, you can remove the partner from your active list. This archives the relationship while preserving historical records.
Before you remove a partner
Consider whether you should:
Suspend instead — if the situation might be temporary
Resolve issues — if there's a dispute that could be fixed
Complete outstanding matters — ensure all bookings and commissions are settled
How to remove a trade partner
Go to Trade from the main menu
Select Partners from the hub menu
Find the partner you want to remove
Click on their name to open their profile
Click More Actions (three dots)
Select Remove Partner
Confirm the reason for removal
Choose notification options
Click Confirm Removal
Removal checklist
Before removing, ensure:
Bookings
☐ All pending bookings are confirmed or cancelled
☐ Upcoming bookings are transferred or handled
☐ Customers have been notified if needed
Finances
☐ All commissions have been paid
☐ Outstanding invoices are settled
☐ Payment records are complete
Contracts
☐ Contract has been formally terminated
☐ Termination notice period has been observed
☐ Both parties have acknowledged the end
Access
☐ Partner portal access will be revoked
☐ Any shared login credentials are noted
☐ Resources have been unshared
What happens when you remove
Immediate effects
Partner is moved to Archived status
Portal access is permanently revoked
Rate sheets are no longer visible to them
They cannot make new bookings
What's preserved
All historical data remains:
- Booking history - Commission records - Contract documents - Communication logs - Performance reports
You can still access this data for reporting and reference.
Notifying the partner
Choose whether to send a notification:
Send notification
An email is sent explaining:
The partnership has ended
Portal access has been revoked
Contact details for any final matters
No notification
Remove silently — useful if you've already communicated separately or the business has closed.
Viewing archived partners
Access removed partners anytime:
Go to Trade Partners
Click the Status filter
Select Archived
View all removed partners
Restoring a removed partner
If you want to work together again:
Go to Trade Partners
Filter by Archived
Find the partner
Click on their name
Click Restore Partner
Update their details as needed
Set status to Active
Click Save
Their historical data is preserved and they can resume working with you.
Handling final matters
Outstanding commissions
Go to the partner's profile
Check the Commissions tab
Pay any outstanding amounts
Mark commissions as Paid
Existing bookings
For bookings already made:
Confirm them — honour commitments
Reassign them — transfer to direct bookings
Cancel them — with appropriate notice
Contract termination
Open the partner's contract
Click Terminate Contract
Enter termination date
Add termination notes
Click Confirm
Professional communication
When ending a partnership, be professional:
Example message
"Dear [Partner Name],
>
Thank you for our partnership over the past [time period]. We've valued working with you and appreciate the business we've done together.
>
As discussed, we're formally concluding our trade partnership effective [date]. Your portal access has been deactivated, but we remain available to finalise any outstanding matters.
>
Please contact us at [email/phone] if you have any questions.
>
We wish you continued success in your business."
Tips for ending partnerships well
Give notice — don't end abruptly if possible
Settle accounts — pay what's owed promptly
Communicate clearly — explain the situation
Be professional — you may cross paths again
Document everything — keep records of the conclusion
Ending partnerships professionally protects your reputation and keeps doors open for the future.