Designate a partner or booking agent

This guide is for the professional (organizer) who wants another person or organization to place bookings on their activities: reseller, tourist office, host, commercial partner… The agent does not run your account; they book from their Activiteez space on the offerings you open to them.

This flow is distinct from sharing an instructor’s calendar — see What is the difference between an agent and sharing an instructor’s calendar?.

Prerequisites

• Your partner has a valid email address (existing Activiteez account or to be created).
• You know which activities the agent will book (Partners mode — see Choose a booking mode).

Procedure — add the agent

1. Open Settings → Agents.
2. Enter the partner’s name and email address, then confirm the add.
3. Open the agent record (modal) to set rights if needed: Read only, Booking, Programming and Reservation, or Modification, Programming and Reservation. Optionally set the commission (fixed amount, percentage, or both).
4. Leave via Back to application (and Save and return if a dialog appears).

If the person does not yet have an Activiteez account, they receive Become a partner of {your account}. If they already have an account, they receive Partnership request from {your account}.

Tell your partner: they must accept the link (Active / Active partnership status) in Settings → Agents on their account. Without that, collaboration does not start — see Book as a partner.

Statuses shown

In Settings → Agents, Understanding statuses clarifies in particular:

• No user account / No Activiteez account — the person does not yet have access;
• Partnership inactive — the link is not accepted on both sides;
• Active partnership — the agent can book (provided Partners mode is on the activity).

Note — incoming request
A partner can also ask to be added. You then see the request in Settings → Agents → Pending agent requests, and you can accept or decline it. Details: What happens if I decline an agent request?.

Procedure — open activities to partner mode

Designating an agent is not enough: each activity must allow partner registration.

1. Edit the relevant activity.
2. Pricing, Bookings tab: check Partners, then save.
3. Confirm the agent is in your list with Active partnership.
4. If you limit scope, check the activity category is allowed for that partner.

Procedure — commissions and tracking

For each partner, you can optionally set:

• a fixed amount per booking;
• a percentage of the booking amount;
• both combined, per your commercial agreement.

Activiteez calculates commissions automatically on bookings placed by the agent.

1. Book → My partner commissions.
2. Review amounts owed per partner and period.
3. Use Pay to record the amount in your Activiteez entries and mark the commission as settled.

Note — no transfer in the app
Activiteez does not perform bank transfers: actual settlement stays between you and your partner (wire, check, etc.).

Common issues

• Agent does not see activities: Active link on both sides, Partners mode on the activity, allowed category — see the agent/partner verification FAQ.
• Booking refused: invalid agent account or activity without partner mode.
• Missing commission: check fixed / percentage setup on the partner record.

Video

Open an activity to partners (video)