Partner portal & referrals

Give every partner their own view.

From email verification to a personal referral code, private dashboard and tier-based commission records.

ProductOfficeBooking Partners

StateLive partner onboarding & access

Relevant to your projectFor businesses building referral networks or private customer and partner portals.

Actual English OfficeBooking website · private partner data is not shown

The challenge

Start with the workflow.

A referral programme needs more than a form. Partners need access to their own code, referred customers and commission records, without seeing another partner’s information.

A WordPress-based onboarding and portal workflow with verified email, account activation, referral attribution, tier rules and agreement acceptance.

The implementation

What was built.

Programme workflow, branded website integration, onboarding, portal implementation and access-isolation checks for the owned OfficeBooking business.

Email verification and account activation
Personal referral code and referral URL
Partner-scoped customer and commission views
Tier calculation and receipt reconciliation
Versioned agreement acceptance
Exportable reporting

01Sign up

02Verify email

03Activate access

04Refer a customer

05Review commission

Workflow illustration based on the implemented product. Not an application screenshot.

Product decisions

The details that matter.

Scope every partner view

Access is tied to the authenticated partner, not a freely supplied partner ID.

Separate reporting from payout

A commission record does not mean money has been transferred. Accounting and payout actions remain separate.

Record acceptance

Agreement versions and acceptance are part of the account journey.

Evidence, not invented results

What can be demonstrated.

The owner completed real email verification, password setup and login during the onboarding check.

The implementation includes onboarding, access-isolation and agreement tests.

The public programme and access routes are live. No partner identity or private financial record is displayed in this portfolio.

Project boundaries

Automatic payouts and self-billing issuance are not represented as live capabilities; the accounting review is separate.

View the English business website ↗

Evidence reviewed for this portfolio in October 2026. Live services may change after capture.

The smaller products count too

Inside this system.

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