Partner Programme Essentials

The Partner Programme is a powerful system that recognises bookers by the domain part of their email, or by their full email address where required, and automatically applies predefined rules to their booking.

Partner Programme Essentials is designed to manage invoicing and payment rules for account holders, improving efficiency and ensuring consistent billing without manual intervention.

This option is available to Bantam Weight clients for a one-off setup fee and a monthly add-on fee. It provides significant gains in efficiency and customer satisfaction for businesses that need structured invoicing processes, without moving to a Middle Weight plan.

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What You Can Control

With Partner Programme Essentials, you can apply the following rules automatically:

• Control payment method by partner, eg:
  • Restrict selected domains or email addresses to credit card payment only
  • Enable pay on account for approved accountholders
• Set partner-specific invoice due dates (for example, 20th of the following month)
• Default the invoicee email and details for each organisation
• Automate post-course invoice sending and batching to Xero for those with invoice date = booking date.

These rules are applied automatically at the time of booking, ensuring each partner is handled according to their agreed terms.

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When to Consider Partner Programme Advanced

If you require more complex partner management, such as:

• Automatic application of discounts
• Custom partner fields
• Special communication workflows
• Automated quoting or draft bookings
• More advanced key account management structures

you should consider upgrading to Partner Programme Advanced, available in the Middle Weight and Heavy Weight plans.