Affiliate Account

Administrators can open Setup > Affiliate Account to view the Affiliate Referrals page. The navigation label may appear as Affilliate Account.

If an affiliate ID has been assigned to your company, the page displays the ID and the referral URL to use. Copy that exact URL when referring another company. The page warns that sending someone to another page or a different URL will not record the referral in the same way.

If no ID is shown, use the page's contact link to request one from PlanMan.

Check recorded referrals

The table lists a referral's date, company and status. Use the search control to find a company. The presence and status of a referral help you check whether it has been recorded; they do not by themselves confirm the amount of a discount on an invoice.

The page also links to the affiliate terms and displays the discount information applicable to the scheme. Read those terms before sharing the link. If a referral is missing or you need an explanation of a discount, contact PlanMan with the referred company's name and the link you used.

Review any resulting subscription invoice under PlanMan Invoices. Do not change a client, project or sales invoice to try to apply an affiliate discount; referrals relate to your own PlanMan account.