Affiliate program

Invite businesses with signup links, track the ones that join, and see your licence bill and your revenue share.

The affiliate program is for partners who bring new businesses to the product. You send each business a personal signup link. When the business signs up, it gets its own practice on the plan you chose.

Open Affiliate in the sidebar, under Affiliate.

Who can see this: The Affiliate group shows only for partner accounts. We turn this on for you. If you open the page without it, you see "Affiliate access only". To join the program, click Get help at the bottom of the sidebar.

Affiliate signup links

Who sees what

The page has four tabs. Two of them show money, so only the owner of the partner account sees them.

Tab	Who sees it	What it shows
Signup Links	All staff	Your invitations to businesses.
Signed-up Businesses	All staff	The businesses that signed up.
Billing & invoices	Owner only	What you owe us for licences.
Earnings	Owner only	What we owe you as revenue share.

Admins do not see the two money tabs. All staff in the partner account share one list of invitations.

Each row is one business that you invited.

Part of the row	What it shows
Business and plan	The business name and the plan it signs up on.
Contact	The owner's name and email address.
Sent label	Sent, Sent ×3 (the first email plus 2 reminders), or Not sent.
Status	Pending, Accepted, Expired or Revoked.
Dates	When you sent it, the last reminder, and the end date if you set one.
Licence	What the invitation costs. See Licences and billing.

Use the search box ("Search by business or email…") and the All, Sent and Not sent filters to find a row.

Actions on a pending invitation

Copy: copies the signup link. Send it yourself, for example on WhatsApp.
Send or Resend: emails the link to the business.
⋯ › Edit: change the business details before they accept.
⋯ › Revoke invite: stops the link. You cannot undo this.

You cannot delete an invitation. You also cannot edit an invitation after the business accepts it.

Send many emails at once

Tick the box on each pending row, or tick Select all.
In the bar at the bottom, click Send emails.
Click Clear to remove the selection.

The selection covers only the rows on the current page.

Automatic reminders

If a business does not sign up, we email the link to them again about every 3 days. Reminders stop when the business signs up, or when you revoke the invitation.

We never send a reminder for an invitation that you did not send.
Reminders are free. They do not use another licence.

2. Add businesses

One business

Click New invite.

New invite

Field	Notes
Business name	Required.
Owner / contact name	Required.
Work email	Required.
Phone (optional)
Plan	Required. The plan the business signs up on.
Subscription end date (optional)	Leave it empty to use the plan's normal billing period.

Click Create invite. The invitation is not sent yet. Then click Send, or Copy the link.

Many businesses from a file or a sheet

Click Upload CSV or Sync from Sheet. The Import businesses window opens.

CSV file: use these columns: NAME, NUMBER, EMAIL ID, PLAN OPTED, END DATE. The app ignores other columns.
Google Sheet: paste the sheet link. Share the sheet with "Anyone with the link" first.

Click Preview. The Preview import window shows how many rows will be added, how many are already invited, and any errors. Click Add to import.

Tip: An import does not send any email. It uses no licences. Send the emails from the list when you are ready.

3. What the business sees

The business opens the link and sees Create your business. The form has the business details that you entered. The business can change them.

After Create business, the new practice starts on the plan you chose. It has a free subscription and one example client. See Accepting an invitation.

4. Licences and billing

Open the Billing & invoices tab.

Billing & invoices

Where you stand

You owe us: unpaid licence invoices. Click View invoices to see them.
We owe you: revenue share that we have not paid yet. Click View earnings to see it.
Net position: the difference, or "Nothing owed either way".

How your bill works

Rule	Details
Sending uses a licence	Each invitation that you send uses one licence. An invitation that you create but do not send uses none.
Prepaid licences	Your first licences can be prepaid. This is a one-time pool, not a monthly allowance.
Extra licences	After the pool is used, each licence costs a fixed amount. We charge it in the month you created the invitation, not the month you sent it.
Revoking	Revoking an invitation releases its licence.

The licence column on each row shows the result: Free (covered by the prepaid pool), a charge, or No charge (not sent, or revoked).

The tab also shows your licence totals, a chart of licences used each month, and a table with the amounts for each month.

Invoices

On the 1st of each month, we raise one invoice for the licences of the month before. If all licences were free, there is no invoice. The Invoices card lists your invoices.

Filter by All, Unpaid, Being checked, Paid or Cancelled.
Click an invoice to see the details. If TDS applies, the invoice shows the TDS amount and the Net payable amount.
Click Download PDF to save the invoice.

Tell us that you paid

Open the invoice.
Click I've paid this.
Enter the Transaction reference (UTR), How you paid and Date you paid. Add a note if needed.
Click Report payment.

The invoice shows "We're checking your payment" until we confirm it. To fix a mistake, open the invoice and click Correct payment details.

We send the owner a reminder 3 days before the due date, on the due date, and 7, 14 and 30 days after it. Reminders continue after you report a payment. They stop when we confirm the payment. These reminders are required. You cannot turn them off.