How to use your dashboard

Welcome to your Condo Partner dashboard. This guide walks through every part of the page — what each section shows, why it matters, and how to use it together to keep track of your commission. Tap any topic below to jump straight to it.

The big picture Logging in Your contact details Account summary Your numbers Cashflow Recent activity Weekly by room Year-to-date contribution Monthly by room Your rooms The welcome sheet Room details Guest purchases Tour passes How commission works Gift cards Your owners Units in & out Ask the assistant Coming soon Need help

★The big picture — how it all fits together

Every figure on your dashboard comes from one simple cycle: a guest buys commissionable products (wines, spirits, and other selected items) with one of your room codes, you earn commission on those items, it lands in your wallet, and you spend it. Each part of the page is just a different view of that same cycle.

So one order ripples across the whole page — the summary cards show your running totals, the Cashflow chart shows the month-to-month rhythm, the Recent activity feed lists every individual movement, and the room charts and table show which rooms drove it. Click into any room to see the same story for that one unit.

One formula ties it together: Current balance = Lifetime earned − Lifetime redeemed − Lifetime clawback.
🛒
Guest orderswith your room code (5% off)
↓
💰
You earn 5%Activity feed: “Earned”
↓
✅
Deposited to walletCurrent balance goes up
↓
👛
You spend the creditCashflow: outgoing
The commission lifecycle

1Logging in

A quick tour runs the first time you sign in, walking you through each part of the dashboard. Tick Don't show this again if you'd rather not see it, or reopen it any time from the Take a tour button. Room pages have their own tour too.

Each complex has its own private login. Enter the username and password we provided. Your session stays active for about 8 hours, after which you'll simply log in again.

Why it matters: your login only ever shows your complex's information — no one else can see your numbers, and you can't see theirs.
The partner login page
The login page — tap to enlarge

✎Your contact details

Directly under the account header sits Contact & account details — everything we hold to reach you: the account contact (name, email, phone, building address), the on-island contact, your building, and the account's type, tier and code prefix. A room's own page shows the same details.

To change something: press Edit, change what needs changing, then Save. Nothing changes on a click, so nothing is changed by accident. You can edit the contact name, the phone number, the building address, and the on-island contact's name, phone and relationship.

The email address is fixed — for you and for us. It is the identity key in Shopify, UpPromote and CreditsYard, the three systems that hold your commission and your discount codes, so a change there is arranged with the team rather than typed. If it ever needs to change, tell us.

Why the on-island contact matters: many owners are overseas. When a guest is at the till with a question, or we need someone in the building, this is the person we call. A manager, a neighbour, family — anyone local who can act for you. If it is blank, add one.
Good to know: every edit is noted to our team, so a change never goes unnoticed on our side either.

2Your account summary

The purple banner at the top shows your complex name and address, and on the right your Current Balance — the store credit you have available to spend right now.

A small badge shows your account status: ✓ Account balanced means everything reconciles. If it reads reconciliation in progress, we're simply squaring up the books — nothing for you to do.

Open your dashboard ↗

The account summary band: complex name, balance and lifetime totals
Your account summary — tap to enlarge

3Your numbers at a glance

The row of cards summarizes your account. Each card has its title at the top and the figure below:

  • Current balance — credit available to spend now
  • Lifetime earned — all commission you've ever earned
  • Lifetime redeemed — credit you've already spent
  • Lifetime clawback — commission reversed due to guest refunds
  • Active rooms and Orders, all-time — your activity totals

All figures are shown in KYD.

The row of headline numbers across the top of the dashboard
Your numbers at a glance — tap to enlarge

4Cashflow — last 12 months

This chart shows money in versus money out each month. Green bars above the line (Incoming) are commission you earned. Red and orange bars below the line (Outgoing) are credit you redeemed and any refund clawbacks.

How to use it: hover any bar to see the exact amount. At a glance you can tell whether a month brought in more than it sent out.
The 12-month cashflow chart: green earned above the line, red spent below
Cashflow — last 12 months — tap to enlarge

5Recent activity

A running log of every transaction on your account — earnings, redemptions and refunds — with the newest at the top. Each entry has a colored status tag and the amount: + for money in, − for money out.

Every entry is one of four things, and the tag tells you which:

EARNED Money in. A guest used your room code, and your 5% has been paid into your wallet.
REDEEMED Money out, by you. You spent some of your balance — at checkout, or as a cash-out. Nothing has gone wrong; this is the balance being used for what it's for.
REFUNDED Money out, because a guest returned something. The order was refunded, so the commission that came from it is taken back. Also called a clawback.
PARTIAL REFUND The guest returned part of an order. Only the commission on the returned items comes back; you keep the rest.
The difference that matters: Redeemed is you choosing to spend your money. Refunded is a guest handing goods back, so the commission on them was never really earned. Both show as a minus, but only one of them is you spending.

You may occasionally see Processing — commission recorded but not yet confirmed into your wallet. It normally clears in seconds. If one sits there, tell us and we'll chase it.

Scroll inside the box to see older items.

The recent commission activity feed with its coloured tags
Recent activity — tap to enlarge

6Weekly commission by room

One bar per room for the current week — Monday to Sunday, the same weeks as the owner statements — ranked so the units driving this week's commission sit at the top. The week it is showing is named just above the bars.

Together with the monthly chart and the by-year doughnut below it, the dashboard reads at every pace: weekly, monthly and by year.

Why it matters: weekly is the pace a rental office actually runs at — a strong or a quiet week shows up here while it still means something.
Weekly commission by room — one horizontal bar per room, ranked, for the current week
Weekly by room — tap to enlarge

7Year-to-Date Overall Room Contribution

The same earnings shown as each room's share of the total, for a chosen year. Use the year tabs above the chart to switch between years.

How to use it: quickly see how concentrated (or spread out) your earnings are across rooms in any given year.
The room contribution doughnut with its year tabs
Year-to-date contribution — tap to enlarge

8Monthly commission by room

Each month's total commission, broken into colored segments by room. The height is the month's total; each color is one room's contribution to it.

Why it matters: spot which rooms drove a strong (or quiet) month across the past year.
Monthly commission stacked by room
Monthly commission by room — tap to enlarge

9Your rooms

A table of your active rooms showing the room code, unit, number of transactions, commission earned and the last order date — then three things you can do for that room:

Report Generate opens a date picker. Choose any period — a stay, a month, a quarter — and it produces a shareable report for that room. See below.
Send guest tour passes Send to guest opens the tour-pass form for that room. See section 12.
Welcome sheet Print opens a one-page sheet for that room to stand in the unit. Its big QR opens the unit's guest page, where a guest adds a 14-day discount card to their phone. It also carries QRs for directions, the store tour and a Google review. See The welcome sheet.

Click any row to open that room's own detail page. Open your rooms on the dashboard ↗

Good to know: rooms transferred away no longer appear here, but the commission they earned while with you stays in your lifetime totals — so your records remain complete.

What a unit's code means 🔒

This section is for signed-in partners. It explains how to read a unit's code and match it to the unit. The code appears on your reports, on the room key legend, and inside the unit's shop-online link — it is the one piece of the guide we keep out of the public demo, because it is what stops a stranger pairing a code with a door. Sign in to your complex's dashboard and this section appears here automatically.

Your own labels — custom referral identifiers

Plenty of buildings don’t think in unit numbers — a villa has a name, a listing has its booking-platform reference, an office has its own numbering. The Room key legend page ↗ has a Custom referral identifier column for exactly that: press Edit, type your own reference against any room, and Save. It shows on the legend on screen and comes along when you print it.

It is a label, nothing more — it never changes the room’s code, its discount, or anything a guest sees. Use whatever helps your team match our codes to the names you actually use day to day.

Custom reports you can share

Scheduled statements (weekly, monthly, quarterly, yearly) are set per owner on Condo Owner Management. This is different: a custom report for any dates you like. Click Generate in the Custom report column, pick a From and To date, and you’ll get a report for that room covering exactly that period — the commission it earned, how many orders it came from, and the five items its guests bought most.

Generating a report simply opens it so you can read it — nothing is emailed automatically, because often you just want to look. Each report is its own web page with a link that needs no login. From the report view, a toolbar at the top lets you Print it, or email it with one deliberate tap: Email to office or Email to owner (the owner button appears only when an email is on file). Each email button asks you to confirm once before it sends, so a report you only meant to view never goes out.

You can also produce one from inside a room: open the room, set the Filter by date range on Order history, and click 🔗 Generate shareable report. Same report, reached from wherever you happen to be.

Two reports, two jobs. 🖨 Print report gives you the full order listing — every transaction in the range, line by line, for your files. 🔗 Generate shareable report gives you the summary page — commission, order count and top five items — on a link you can send to an owner. The shared page has its own Print button too, so a recipient can put it on paper.

The all-rooms print (🖨 Print report above the Your rooms table) is a one-page snapshot of every unit — transactions, commission earned and last order — with the account balance. It covers one period at a time: pick it in the toolbar at the top of the preview — This week, Last 7 days, This month (the default), This year or Lifetime — or set your own From and To dates. The page redraws as you choose, and the period is printed on the report itself, so whoever reads it knows exactly what it covers.

Good to know: the figures are a snapshot taken when you generate it, so a report you sent last week still shows what it showed then. Links stay live for seven days and then expire — generate a fresh one whenever you need it.

The welcome sheet

Every enrolled unit has its own permanent code and one QR code. The QR opens the unit's own guest page. A guest scans it, adds a 14-day discount card to their phone (Apple or Google Wallet), and shows the card at the till. Everyone staying in the unit can have their own card. Shopping online with the discount applied is coming when the online store opens.

The welcome sheet is how that QR reaches the unit: a single letter-size sheet designed to sit in a clear acrylic stand (any office-supply shop sells them) on a counter or side table, where guests actually see it.

Press Print in the Welcome sheet column of the room's row (or Print the welcome sheet on the room's own page). It opens in a new tab, already filled in for that unit: one big QR that opens the guest page, a QR for directions to the store, one for the 360° store tour, one to leave us a Google review, and the note that we deliver directly to the unit. Then press Print this sheet — or choose Save as PDF in the print dialog if you'd rather send it to a print shop.

Good to know: the sheet is generated fresh from the unit's live record every time you open it, so it can never carry an old QR. Plain paper is fine in a stand; card stock looks a little smarter. One per room, as many times as you like.

The Room QR column has two more buttons. Download saves the unit's QR as an image (Room 101.png) for any in-room guide of your own — a welcome book, a house-rules card, a laminated quick-reference sheet. Request new QR code is for a QR that has got out: tell us why if you like, and we issue a fresh one, usually the same day. The old QR stops working the moment the new one is issued, a notice appears on your dashboard, and you print the welcome sheet again (Download gives the new image too). A room's own page has the same two buttons.

If a QR gets out: the QR is for the people staying in the unit. If it is ever shared outside the unit, press Request new QR code and we issue a fresh one. The old QR stops working, and a new welcome sheet is one press away.
The rooms table: reports, tour passes and the welcome sheet per unit
The rooms table & its buttons — tap to enlarge
A shareable room report: commission for the period, order count and the most popular items
A shareable room report — what the owner receives

10Room details

Opening a room shows its own page: the room's lifetime commission, a monthly earnings chart just for that room, and its full order history (date, order, commission and status).

Above the order history you'll find a From / To date filter — pick a start and/or end date to show only the orders in that range (handy for checking a specific month or quarter), and tap Clear to see everything again.

You can also tap 🖨 Print report to print (or save as PDF) a clean statement of the orders in your chosen range, with the total commission. A date range is required before printing, so the report stays focused rather than listing every order ever.

Use ← Back to dashboard at the top-left to return to your main page.

DEM103CON
Unit 103
Earned
$63.34
A room's detail page

11Guest purchases & product preferences

On any room's page you'll find Guest purchases & product preferences. Pick the From and To dates of a stay, tap Show purchases, and you'll see the products bought with that room's code during those dates.

The report lists the top five different items from that period, most popular first. It's there to help you spot what a guest enjoyed — so when they book again, you can have their favourite waiting for them.

A nice touch for returning guests: run it for the dates of a past stay before a repeat booking arrives. A bottle they already love, waiting in the unit, is the kind of detail guests remember — and it costs you nothing but a moment to look it up.
From
2026-06-01
To
2026-06-30
Show purchases
Veuve Clicquot 750ml Seven Fathoms Rum 750ml Whispering Angel 750ml
Spotting a guest’s favourites

12Sending tour passes to guests

Your guests can claim a complimentary tour pass for a partner tour. To send one, open the Your rooms table and click Send to guest in the Send guest tour passes column for the room your guest is staying in (you can also do this from that room's own page).

A short form pops up right there in the dashboard, already filled in with your complex and the unit — add the guest's name and email, their check-in and check-out dates, tick the tour or tours, and send. The dates matter: the pass is valid for exactly that stay and not a day longer, which is also why a unit can hold only one live pass at a time. The pass is then built and emailed straight to the guest: a branded pass with its own QR code, one per tour ticked.

At the tour, the pass does the talking. The guest shows it on their phone (or printed), the tour partner verifies it at the door, and it is marked as used there and then. Each pass is good for one redemption — once used it can't be presented a second time, and one that never gets used simply expires on its own when the stay ends. Nothing to cancel, nothing to chase.

Send one from your rooms table ↗

Keeping track: the Active tour passes card at the top shows how many are currently valid; the Recent tour passes panel lists the latest ones (room + tour company) with where each stands — issued, redeemed or expired; and each room's own page shows its passes with the dates blocked out for any that are still active.

One pass per room at a time

A room can only have one live tour pass. While a guest is holding one, that room's button is replaced by an amber Blocked chip showing the date it frees up:

Blocked · until 18 Aug 2026

A tour pass is valid for that guest's stay. Once the stay is over the button returns by itself and the next guest can be sent one — there is nothing for you to clear down, and no need to contact us.

Only the room holding a pass is affected. Every other room stays available, so a full building is never held up by one guest.

DEM103CON Send to guest
DEM101CON Send to guest
✉️  →  🧑
Send to guest, from the rooms table

13How your commission works

You earn 5% commission on commissionable items only — wines, spirits, and other selected products — purchased with your room codes. It is not earned on the full order total or on non-commissionable products. Your commission is deposited to your store credit balance automatically — usually within minutes — and you can spend it at checkout just like store credit.

Your complex can also cash out part of its balance: up to 20% of the total redeemable commission, paid by cheque, with the rest staying as store credit. The Total redeemable in cash figure under your Current balance tracks exactly how much.

Good to know: commission becomes non-refundable 14 days after it's earned — after that, it's yours to keep.

Room codes and QRs are for your guests. Each belongs to one unit and is meant for the people staying in it. Please don't post a unit's code or QR publicly — on social media, a rental listing or a community group — or share them outside your complex. Beyond being unfair to other partners, it fills your own dashboard and reports with purchases that were never your guests', so the numbers stop telling you anything useful. Section 18 of the terms covers this.

🛒Guest order
→
%5% earned
→
👛Your wallet
How commission flows

14Sending commission as a gift card

Why this exists. Commission sits in your account as store credit. A gift card is the way to hand some of it to a person — a thank-you to a board member, a welcome gift for a guest, a departing owner — without anyone coming to the store. The store issues a real gift card for the amount, manages its balance from then on exactly as it does any gift card, and the recipient gets it on their phone.

Where. The 🎁 Send a gift card button at the top of the Your rooms table. A room’s own page has Send a gift card from this room, which pre-selects that unit as the source.

The Send a gift card button in the Your rooms header, beside Print report
The button lives in the Your rooms header

Step by step

  1. Where the money comes from. Pooled shares the cost equally across every unit in the pool. Or pick one unit, and it comes from that unit’s deposited commission only. Commission earned in the last 14 days is still processing and can’t be sent yet.
  2. The amount. Minimum KYD $10, up to what is available from the choice above. Max fills in everything that can be sent.
  3. Who it’s for. Their name and an email, and the gift goes straight to them — a thank-you to a board member, a departing owner, a supplier.
  4. A short message, if you like. It appears on the gift.
  5. Preview the gift. Nothing is sent at this point. You see the top of the email they will get, who it is to and from, your message, where the money comes from and the expiry date, one year on.
  6. Confirm & send. The card is issued, the recipient is emailed, and the amount leaves your balance at once.
The Send a gift card form: source, amount, recipient and message
The form — source, amount, recipient, message
The gift preview before confirming: amount, to, from, message, source and expiry
The preview — check it, then Confirm & send

What the recipient gets

An email — “your complex has sent you a gift” — with one button, Open your gift. It opens a gift page where the parcel unwraps and the card is simply there: the amount, your message, its QR code, an Add to Apple Wallet or Google Wallet button, and Print. There is nothing to copy or type. At the till, staff choose gift card as the payment method and scan the QR from the wallet pass, the printed card or the phone screen.

The gift email with the Open your gift button
The email
The gift page: the card with its QR code, wallet button and print button
The gift page, once opened
Illustration: the gift email beside a phone showing the card in Apple Wallet
From email to Wallet — the card lives on their phone

Afterwards

  • Your ledger. Every gift card appears in Store credit redeemed with the units it came from. A pooled gift shows once, marked as shared equally across the units; each room’s own page shows that unit’s share. Your feed shows it as a gift card sent.
  • The balance on their phone keeps itself right. As the card is spent, the pass in their Wallet updates and the phone shows the new balance. When it reaches zero the pass says the card has been used up and how to remove it (tap ⋯ then Remove Pass), and a day later Wallet files it under expired passes by itself.
  • Expiry. A card is valid for one year from the day it is sent. The date prints on the gift.
  • Your balance badge. The amount leaves your store-credit balance the moment you confirm, so the “Account balanced” check stays green.
The Store credit redeemed table showing a gift card entry with its unit
Store credit redeemed — the gift card, logged against its unit

15Your owners & their reporting

Why this exists. The commission your pool earns is made up of what each unit's guests spend. Owners want to know what their own unit is contributing — and answering that by hand, unit by unit, every month, is the kind of job that quietly stops getting done.

So the system does it. But to send an owner anything, it has to know who they are and which unit is theirs. Condo Owner Management is where you tell it. Everything else on this page follows from that one record.

For their reporting it is purely a record for your office — no owner is ever chased to fill in a statement form: you enter their details, and you decide what they receive. That conversation stays between you and them. (Joining or leaving the pool itself is different — those changes the owner does confirm by email, and section 15 walks through every step.)

Registering an owner

Open Condo Owner Management ↗ from the top of your dashboard, or from beneath Your rooms. Enter a first name, last name and email against a unit and press Save. That is the whole job.

From then on the unit knows where its reporting goes. Producing a statement becomes a matter of picking a room rather than looking up an address, and the header tells you at a glance how many units still need an owner — “31 of 40 with an owner”.

Units that joined through a pool invitation (section 15) arrive here with the owner’s details already saved — for those, your only job is choosing which statements they receive.

What the reporting actually shows

An owner's statement shows, for the period in question: what their unit contributed to the pooled commission, how much their guests spent to generate it, and the items those guests bought most. Underneath sits the same figure for every earlier period, so they can see a season take shape.

It is deliberately framed as a contribution to the pool, not as a private balance. The commission belongs to the complex; the statement shows an owner what their unit brought to it. How the complex uses that income is a matter for the complex, and the page says nothing about it.

Guest privacy holds here too. The items are listed without prices, without quantities, and without any guest's name — exactly as in section 11. An owner learns what sells in their unit, never what any individual guest spent.

Statement pages

Each registered unit gets its own permanent statement page on a private link. It shows what that unit contributed over the period, the items its guests bought most, and the periods before it. There is no login and nothing to install, and the page updates itself — so a link you send once keeps working.

You choose which periods appear. Weekly, monthly, quarterly and yearly are independent ticks, so an owner can have weekly and yearly and nothing else. Tick one later and that view simply appears on their page. Untick them all and the page still works — it just shows the one default view.

Why this sits with you, not the owner: it is one of the things your pool can offer that an unenrolled owner does not get. Having the conversation about what an owner wants to see — and being the one who switches it on — is part of what the office brings to the arrangement.

When a unit changes hands

Open Condo Owner Management, click Edit on that unit and update the details. Correcting a spelling is Save edits and changes nothing else. Changing the email address is treated as a change of owner: the only option is Save & resend, which issues a new statement link and retires the old one immediately, so a former owner cannot keep seeing a unit they no longer own.

Requests for a specific date range

An owner can ask for a statement covering any dates they like, straight from their own page. The request arrives as a notice on your dashboard with the unit and the dates already filled in — you generate it from that room's Order history in the usual way and the link goes to them.

The Condo Owner Management roster with statement ticks per unit
Condo Owner Management — tap to enlarge
The weekly, monthly, quarterly and yearly statement ticks, a different mix per unit
Statement ticks — each unit its own mix
An owner's permanent statement page: the month's contribution, earlier periods, and the date-range request
What the owner receives — their permanent statement page
Each unit's controls: the Owner type dropdown, Edit, Send confirmation, Copy link and Remove unit
Each unit’s controls — Owner type, Edit, confirmation, links and Remove unit

16Units joining & leaving the pool

Why this exists. A rental pool is not a fixed list. Owners join the building, owners move on, and some run their unit themselves for a while before coming round. Membership is the machinery for all of that — and it runs from the same Condo Owner Management page you already know. You start each change from your roster; joining and moving are confirmed by the owner by email; the system builds or retires everything else on its own.

The golden rule: the office initiates, the owner decides — for joining and moving. Nothing joins or moves into the pool without the unit’s owner clicking their own confirmation link. Leaving has two doors: you can remove a unit outright for your own reasons, or hand the owner the decision to carry on independently or leave the programme. Either way there is a clean paper trail if a decision is ever questioned.

Before that: introducing the programme to an owner

Most owners have never heard of any of this, and an invitation lands better when something explains it first. On Condo Owner Management ↗ you’ll find ✉️ Introduce the programme… at the bottom of the roster, and an ✉ Intro email button on each unit you have added.

It writes the email for you, in your name. Press it and your own email program opens with the whole thing ready — addressed to that owner, your complex named throughout, and every word editable before you send. Nothing is sent for you, and we never touch your mail account: the button simply saves you writing it from scratch.

The email explains the programme in a few lines and links the owner to a page that lays out what taking part looks like — what every unit gets either way, and everything that comes with being in the pool. From there they either reply to you to join the pool, or register independently if they’d rather run their unit themselves.

Why the reply comes back to you: an owner who says yes is answering your email, so you stay in the conversation — and you then add their unit and send the invitation in the normal way, below. It also means an owner is never signed up by anyone but themselves.

Adding a unit — start to finish

  1. Open Condo Owner Management ↗ and press ➕ Add a room to the pool.
  2. Type the unit number, then click into any other field (or press Tab). The page checks it that instant — a free unit says nothing, a taken one shows a note straight away (see the warnings below).
  3. Enter the owner’s first name, last name and email, and press Save unit. The seat is held and marked Invited — no QR is issued and nothing earns yet.
  4. Press Invite to complex. The owner receives a branded invitation with a single button. (Re-send invite and Copy link stay on the row; invitations last 14 days and a fresh one replaces any older link.)
  5. The owner confirms on their phone — terms tick, optional phone number, done. From there it all happens by itself: the row flips to Member ✓, the unit’s discount code appears on your codes list and Room key legend, the unit’s QR is on its welcome sheet (print it from Your rooms), the owner gets a welcome email, and a notice lands on your dashboard.
The Condo Owner Management roster showing a member row, a pending invitation and a new unit being added
Steps 1–4, on your roster — members, one invitation out, one unit being added
The invitation email the owner receives, with its confirm button
Step 4 — what the owner receives
The owner's confirmation page: unit shown, optional phone, terms tick and confirm button
Step 5 — the owner’s side: no login, nothing to type

“That unit number is already taken”

Two different notes can appear under a unit you’re adding, and they mean different things:

Red noteThe unit already has a live seat on your account — a member, a pending invitation, or a suspended removal. Nothing to add; it’s already yours.
Amber noteThe unit’s owner registered it self-managed, directly with the store. It keeps its own earning history, so it can’t simply be re-added — but the note carries a button to invite the owner to move it into the pool.
The red already-in-the-pool note and the amber self-managed note with its Send pool invitation button
The two warnings — the amber one ends in an invitation, not a dead end

Have the conversation first — the note reminds you — then press Send pool invitation. The owner’s consent page spells out exactly what changes: commission goes to the pool from that moment, their old code and QR stop working and a fresh pool code and QR are issued, and everything they earned while self-managed stays theirs — their account, its history, their store credit. One tick, one confirm, and the unit appears on your roster as a full member with everything already built. You never touch a thing — a notice lands on your dashboard the moment they accept, so you know the second it happens.

The self-managed owner's move-to-the-pool consent page listing the consequences in plain words
The owner’s move-over page — consequences in plain words, decision in one tick

A unit leaving the pool — two doors

Every unit on your roster has an Owner type: Pooled owner (the normal case) or Independent owner. Which door you use depends on who is deciding.

Door one — the owner decides. If an owner wants to run their unit themselves, or you are not sure what they want, change the unit’s Owner type to Independent owner and press Save. Choosing in the dropdown alone does nothing; a box then explains what happens and asks you to confirm you understand (I understand — email the owner):

  • the owner is emailed a decision with two choices — carry on in the program managing the unit independently, or leave the program altogether;
  • from that moment, and until they choose, the unit is suspended: no guest discounts, no other benefits, and its code and QR stop working;
  • it shows as Suspended on your roster, where you can re-send the decision or cancel the whole thing while they are deciding — and once they choose, they receive their own instructions and details for the unit.
The box shown after choosing Independent owner and pressing Save: the owner will be emailed to decide, the unit is suspended until they choose
Door one — what Save shows before anything happens

Door two — you remove the unit. Remove unit on the row is for a unit that is no longer there, has left the complex, or that you simply want out of the pool. Its warning box is blunt on purpose: the owner stops receiving every benefit — no discounts, no statements, no store credit for that unit — and its code and QR stop working, with no decision form. It also offers door one instead: if the owner might want to carry on independently, choose Never mind and use Independent owner + Save. If you proceed, we honour it — the unit is removed on the spot and a notice records it on your dashboard.

The Remove unit box: the owner loses every benefit, no decision form, with the Independent-owner route offered instead
Door two — Remove unit is blunt on purpose, and offers door one first
A suspended unit on the roster with re-send form and cancel removal buttons
Suspended on your roster — re-send the form, or cancel the whole thing

If they choose self-managed, the system builds their entire solo setup — their own code, QR and login — and your pool keeps every cent it earned to date. If they choose to leave altogether, that’s that: a clean exit, nothing owed in either direction, and they’re welcome back any time. Either way, a notice tells you on the dashboard the moment they decide.

The owner's decision page offering self-managed or leaving altogether
The owner’s decision page — two roads, honestly signposted
Changed your mind — or cleared the air? Cancel removal sits on the suspended row the whole time. One press and the code switches straight back on, the owner gets a friendly “all back to normal” email, and it is as if nothing happened.

What the membership pills mean

Member ✓A full member. Its code earns for the pool, and everything in this guide applies to it.
New unitA seat you’re still typing — nothing is saved until you press Save unit.
InvitedSaved and waiting on the owner’s email confirmation. No QR yet, not earning, not on the legend yet.
SuspendedA removal is in progress: discounts and pool contribution are paused while the owner decides. Re-send the form or cancel at any time.
Histories never mix. Every era of a unit’s life — pooled, self-managed, pooled again — keeps its own records and its own code. A report for a unit that moved into your pool can even show what guests ordered before it joined (items only — never the previous era’s earnings), so your picture stays complete without the books ever blurring.

💬Ask the assistant — anything, any time

Every page of this site carries a small bot in the bottom-right corner. Tap it and ask a question in your own words — it is fully trained on this programme and can answer anything about how it works: what your commission is and when it lands, how to add or remove a unit, how to print a unit's welcome sheet, what your guests get, what your owners can see, how joining or leaving a pool works, what happens to a unit when it is sold. If a question has an answer anywhere in this guide, the assistant knows it.

It points you at the right screen, too. Answers include working links, so “where do I register an owner?” comes back with the steps and a link that opens the page — you never have to hunt for the button being described.

Prefer to talk? Press the microphone and simply speak your question; it types itself out and sends when you finish. The speaker button in the panel’s header will read answers back aloud if you want them — it stays off until you switch it on.

If it can’t help, a person will. Under the chat there is “Ask us to get back to you” — leave your name, email and question and it reaches our team directly, who will reply by email.

What it deliberately can’t do: it has no access to your account — not your balance, your units, your owners or anyone else’s. It explains and guides; it never reads or changes your data, and it cannot tell one partner anything about another. Your conversation lives only in that browser tab: close it, or log out, and it is gone.
🍷 Programme assistant
How do I get a unit's QR again?
On your dashboard, find the room in Your rooms and press Print in the Welcome sheet column. The sheet is built fresh each time, with the unit’s QR on it.
Ask in plain words, on any page

✦Coming soon

Pre-ordering at the time of booking. We’re working on connecting our store to the booking systems complexes already use. Once a guest confirms their stay with you, they’ll be able to browse our range and place an order in advance — without leaving the booking process.

Their order is then delivered to the unit for their arrival, so the fridge is stocked before they walk through the door — no shopping trip on day one of the holiday.

Nothing changes for you: pre-orders carry the same room code, so commission is earned and reported exactly as it is today. We’ll be in touch as we start connecting booking systems — there’s nothing you need to do in the meantime.
COMING SOON
📅
Books the unit
→
🍷
Pre-orders
→
🏠
Waiting on arrival
Booked, stocked, delivered

17Need help?

Questions about your account, a transaction, or anything on the dashboard? Contact the I'll Drink To That! team and we'll be glad to help.

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