Your single place to manage clients, commissions, resources, and support. Available to every certified partner from day one.
Dashboard
- Overview metrics — active clients, commission earned (MTD/YTD), current tier, points balance
- Quarterly tier progress
- Quick actions — invite a client, download a resource, open a support ticket
Clients
- Full client list with HelloBooks subscription status, plan, and renewal date
- Health indicators (last login, reconciliation status, ticket count)
- Invite a new client with a co-branded onboarding link
- Transfer a client to another team member or firm
Commissions
- Monthly commission statement with line items per client
- Payout history and status (pending / paid / held)
- Update payout method (Bank Transfer, PayPal, Wise, UPI, ACH, Check — varies by country)
- Tax documentation downloads (1099 for US, invoices for others)
Rewards, marketing, training, and support
Real-time Partner Points ledger; pitch decks, one-pagers and case studies; all four certification modules with exam attempts; ticket submission with category routing and account-manager chat for Gold+ tiers.
Access & roles
- Owner — full access, payout and billing control
- Team member — client management, no payout access
- Read-only — dashboard visibility only
Seats are unlimited for all tiers. MFA is required; SSO available at Gold+ (Google, Microsoft).