An affiliate profile is the relationship view for an affiliate already connected to your company. Open it from your affiliates list to:
- Review contact and company information.
- Keep company-specific contacts and notes.
- Download the rates tied to that affiliate.
Open an affiliate profile
To open an affiliate profile:
- Navigate to Settings > Affiliates.
- Locate the relevant affiliate on the affiliates list.
- Click anywhere on the affiliate's row or select Edit
for that affiliate (under the Actions column).
- Select the Profile tab.
The affiliate’s profile opens. You stay in your company’s Dashboard instead of opening the affiliate’s own Dashboard.
Review company and relationship information
Company details and About the company
Company details and About the company show information the affiliate maintains, such as email, phone, website, location, and company description. That information comes from the affiliate’s Dashboard (including Info & policies and the logo image).
Only the affiliate and FareHarbor admins can update those affiliate-owned details. You cannot change them from the profile.
Relationship
Relationship shows the commission and default payment setup or collection configured for this affiliate. These values are view-only on the profile.
Note: If you would like to update the default price sheet, schedule, or payment setup used for this affiliate's bookings, edit the affiliate on the Affiliates page (see Checking your affiliate rates).
Add custom contact details
Below Company details, you can store a Custom phone and Custom email for this affiliate on your company. Use these fields for the primary contact details your team uses. Custom contacts do not change the affiliate’s global company details.
To add or edit custom contact details:
- Open the affiliate’s profile.
- Next to Custom phone or Custom email, click the pencil icon.
- Enter or update the phone number or email address.
- Save the changes via the confirmation icon.
Custom phone and custom email values are included when you export contacts from the affiliates table (see Export custom contact details).
Add or edit notes
The Notes field is manually-entered information about this affiliate’s relationship with your company. They appear under the Notes column on the Affiliates page.
Notes are private and exclusive to your company’s affiliation with that affiliate. They do not show up for other companies connected to the same affiliate and for the affiliate.
To add or edit notes:
- Open the affiliate’s profile.
- In Notes, click Edit
- Enter or update your note.
- Click Save changes.
Once saved, the entered information is visible on both the affiliate’s profile and under Notes on the Affiliates page.
Download affiliate rates
Use the Rate sheet download on the profile to download pricing associated with this affiliate relationship (the sheets or schedules attached to it).
Note: This download is separate from exporting contact details as a CSV from the table on the Affiliates page.
To download affiliate rates from the profile:
- Open the affiliate’s profile.
- Click the download button for the Rate sheet.
The CSV file is automatically downloaded on your device.
To confirm rates another way (simulate a booking, review affiliate settings, or use price sheet overview), see Checking your affiliate rates.
Frequently asked questions (FAQs)
Why can’t I edit the affiliate’s company email or phone?
Company details (including email and phone) are maintained by the affiliate on their Dashboard. Only the affiliate and FareHarbor admins can change those values. Use Custom phone, Custom email, and Notes for contacts specific to your company.
How do custom contacts differ from Company details?
Company details are the affiliate’s global information. Custom phone and Custom email are stored only on your Dashboard in your affiliate list and does not update the affiliate’s global details.
Who can update the affiliate’s global information?
The affiliate (from their affiliate Dashboard) and FareHarbor admins. Company users cannot edit affiliate-owned Company details or About the company from the profile.
What rates does the rate sheet download include?
The Rate sheet download includes pricing associated with that affiliate relationship, based on the sheets or schedules attached to it. For other ways to check rates, see Checking your affiliate rates.