How to set up partner feature on your website?

1. Who are Partner?

Partner features are a helpful tool for people and groups who want to offer their services on your website. Your users who buy your membership package can move up to the partner level, which provides them with a range of benefits as below:

They can list their services on your website. Partners can tell potential customers about their hotels, restaurants, car rental services, and other travel-related services. This lets them reach out to more people and grow their business.
They can manage their own profiles on your website. This includes changing the information about their company, adding pictures and descriptions of their services, and responding to reviews from customers. Partners can improve their online presence and build trust with potential customers if they keep their profiles up to date.
They can keep track of their bookings on your website. With this tool, partners can see what reservations they have coming up, see if there are rooms available for future bookings, and manage their occupancy rates. Partners can make better plans for their operations and avoid overbooking if they have access to this information.

Note: The WPAdmin > Settings > General > New User Default Role must be Subscriber

2. Admin

2.1. Creating a new membership package

To give an example, we offer a membership package specifically for those who provide tour services, rather than all services on your website. This package includes four different options for you to choose from, depending on your needs and budget.

The first option is the Free Package, which costs $0 and allows for up to 3 items to be uploaded. However, a 10% commission fee is charged.

The Basic Package costs $80 and allows for up to 20 items to be uploaded, while still maintaining the 10% commission fee.

The Premium Package costs $100 and allows for up to 60 items to be uploaded, while still maintaining the same commission fee.

The Pro Package costs $180 and allows for up to 100 items to be uploaded, with the same 10% commission fee.

Each package has a different price and upload limit, which can be adjusted on Theme Settings.

Go to Theme Setting > Member Packages to add new Package and select service type for each package.

Enter the Name and Price of the package
Tick any service you want for this package
Enter the Time Available for the package

Enter the Commission that you get when someone books their services. The commission is charged between the admin and the partner.
Choose the number of items can upload
Choose the number of items can set the featured
Write the description of this package

And here is all membership package we’ve created to give you an example

2.2. Creating a membership package page

Go to Page > Add new, then select the corresponding template

There are three templates you need to create.

Membership Package: this will show all current package on your site. Choose Member Packages to create this page

Membership Checkout page: this is check out page for Membership booking. Choose Member Checkout to build this page.

Membership Checkout success: this page will show Booking status after checkout. Choose Member checkout Success

With a modern layout, you need to choose new page templates.

Membership Package NEW

Membership Checkout page New

Membership Checkout success New

Editing Membership Package Page

Finding Membership Package page to edit with Elementor

Choose the Layout Style of each package
Choose the Member Package you’ve just created
Provide List Item of each package

Note: Membership Package Checkout Page use only Modal Checkout Method (setup in Theme Settings > Payment Options)

2.3. Setting up Partner Options

1. Go to Theme Options > Page Options

Select the page to display the dashboard for the user. Choose the page “Function: User Settings”

2. Go to Theme Options > Partner Options

General Options

Allow the user who joins the partner program on the User Registration Options

Change the Header Background of the partner page

Partner could be automatically approved by admin on the Automatic Approval

For the Allowed Custom Sort Link for Partner Page, converted a long URL to a short URL in a partner page

The Show Email Contact Info displayed the email of an author who post their service on the single service page

Give the partner authority to register service on the Enable Partner Feature

The Partner’s Post must be approved by Admin, activate this option if the admin needs to approve the post of the partner

Select the Partner Menubar to be displayed on the partner dashboard

Enter the Commission for admin after each item is booked.

NOTE:
The percentage of commission is applied to partners who decide not to renew or upgrade their membership package on a website. When partner decide to renew or upgrade their membership package, the commission will be applied on Theme Settings > Membership Packages

Choose the Partner can set be a feature as an item on the partner page

Choose the Partner can set the external link for service on the service page

Show the Avatar User in list service on the partner page

Show the Contact Info of the Partner on the partner page

Membership

Choose the Member Package Layout to display on the membership page

Member Package Page: Select the page to show the member page for partners to register. Function: Member Package

Member Checkout Page: Select the page to show the partner who enters their information and billing. Function: Member Package Checkout Page

Member Checkout Success Page: Select the page to show the partner successfully register the membership. Function: Member Checkout Success Page

Layout Dashboard

Show the sections for the partner dashboard on the Configuration Partner Profile Info

Show total Earnings displayed the total amount of money the partner earned on your site for the period of time

Show each service earning, displayed the total amount of money the partner earned by each service

Show chart info, which is the visual graph regarding the earnings

Show Booking History, displayed the history of booking on the partner dashboard

Withdrawal Options

Enable the Allow request Withdrawal option, in which is a partner is allowed to withdraw money

Enter the Minimum Value Request when Withdraw on the partner dashboard

Enter the date of withdrawal monthly on the Date of Successful Payment in the Current Month.

2.4. Updating The Partner Request

Approving New Partner User

Go to Partner Statistic > List Partner, and approved the new partner user who have just created

Approving Membership Package

Go to Partner Statistic > List Partner, and click Complete when they finish their payment to buy membership package

Approving Verification Request

Go to Partner Statistic > List Partner > View Detail and click to complete it

Approving Withdrawal Request

Go to Partner Statistic > Partner Withdrawal > Edit and click to complete it. This means that you have successfully transferred the money to your partner and the payment process between the admin and partner is now complete. Note: Our system is not supported for the payment between admin and partner

Note:

Our system is not supported for the payment between admin and partner

3. Partner

3.1. Creating New Partner User

After creating a new package and some function pages, you need to create a new partner account to check how the partner function work.

Create a new Partner User, not a Normal User

Now the new partner user is approved and clicks to Partner Dashboard

3.2. Buying New Membership Package

On the Partner Dashboard, click to Register or Upgrade to choose Membership Package

Choose your membership package that you want

Next, the Partner User needs to finish their payment

After that they are successful to buy membership package

On the Partner Dashboard, the partner will create your own service from this dashboard

3.3. Verifying and Updating Partner Information

After creating a new package and some function pages, you need to create a new partner account to check how the partner function work.

Click on Verification, fill in all the following form and “Submit”

And here is the verification of partner information

Now the customer can click on the partner avatar to view this page or using custom link: https://yourwebsite.com/author/[partner name]

NOTE:

If you don’t see anything on the partner page, please go to Theme Options > Page Options > Page for All Author Information(Recommend for Solo Agency) and keep this field blank

3.4. Creating new service from Partner Dashboard

To add a new service from the Partner Dashboard, simply select the service you want to upload and provide the necessary information for the service.

We have a video instruction below to show you how to create new service step-by-step

3.5. Withdrawing Partner Earning

To withdraw the partner’s earnings, they must have their balance on Partner Dashboard

For example, they made $633 this month but their balance is $569.70 after a 10% commission fee is deducted. This is calculated by subtracting the commission fee from the total earnings: 633 – (633 x 10% commission) = $569.70

Go to Withdrawal and choose the payment method to get the payout. By default, we have three different payment methods for you to choose from which are (1) Bank Transfer (2) Paypal (3) Stripe.

The minimum amount of money the partner withdraw is $500, for example.

Bank Transfer: Provide your bank name and bank account for the admin so the payment can be processed
Paypal: Provide your Paypal email and confirm Paypal email
Stripe: Provide your Stripe secret key

Once admin approves your withdrawal request and you got the money from admin, you will see the availability of your money on the withdrawal history.

$79