Enabling Partnership Offers

How to select which offers are presented to your clients

James Dixon avatar
Written by James Dixon
Updated over a week ago

As a company owner, you have total control of which partnership offers are shown to your customers through the client portal. ๐Ÿ’ฐ๐Ÿ‘€

You can control the default offers shown at three levels:

Company Settings > Service Settings > Inspection Details

You know your clientele best and can use these settings to match offers with the right audience. ๐Ÿค

๐Ÿ”ฅTip: Save time when scheduling by enabling the client portal on all inspections.

Settings > Business Tools > Client Portal

Company Settings

To activate the Partnerships program and enable partners:

Settings > Partnerships > Enable Partnership Program

The partners you select here are your company's "Master Settings" which means...

โš ๏ธ If a partnership is disabled on the company level, you will not have the option to enable it on the service or inspection level

๐Ÿ—บ๏ธ If a partner does not currently operate in your state, you will be blocked from enabling it to ensure your clients are only provided with relevant products.

You can verify or update your address in Settings > Profile > Company Information

Service Level Settings

When setting up a service, you have the option to select which partnership offers are enabled by default.

For example, you can turn off home insurance offers for your commercial inspection service.

When an inspection has multiple services included, both service's partnership defaults will be checked. This means a partnership offer will be included so long as one of the inspection's services has it enabled.

Inspection Details

On the inspection details page, you have the option to disable or enable partnership offers.

The offers that are pre-checked are determined by the service selected.

Did this answer your question?