List independent practitioners as Wellness Partners

Mark a practitioner as a Wellness Partner and they appear on their own tab on your website — with their bookable services — instead of your team directory.

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Prerequisites

  • • The partner must exist as an instructor (invite them like any other).
  • • For their card to show bookable services, link them to at least one service under Appointments → Appointment Types. (No toggle needed — a visible partner with a linked service is bookable automatically.)
1

Mark someone as a partner

Open Instructors, click the person, and turn on "Wellness Partner" in their edit form. The partner settings cards (membership, directory categories, event plans) appear on the Instructors page once your studio has a partner.

2

Set your membership terms (owner only)

On the Instructors page, open the "Wellness Partner membership" card. There is ONE membership, not a set of tiers: an annual price for the directory listing, the percentage you keep of a new client's FIRST booking with a partner, and the studio time that comes with it (how many hours a month are included, the rate past that, and a hard cap). The card restates the money in words — "you keep 30% of that first booking and the partner receives 70%" — so check that sentence says what you mean before saving.

3

Understand what a partner is paid

The first time a client books a partner through your site, you keep your first-booking percentage of that one booking. Every booking that client makes with that partner afterwards pays the partner 100% — you are not taking a cut of their ongoing business, and Klasly does not ask you to track it. The fee comes out of what the client pays; nothing is charged to your card. On your Instructor payouts page the first booking is labelled ("first booking — studio kept 30%"), so an amount that differs from the others is explained on the line rather than being a mystery later.

4

Charge the annual membership

Open the partner's own page and find the "Annual membership" card. It shows the amount they are on, the membership year it would buy, and the card it would be charged to — then one button: "Charge $195 to Visa ····4242". Klasly never charges this on its own and never renews it: it happens when you press the button, and you see the result straight away, including the reason if the card is declined. Every attempt is listed underneath with the year it covers, so you can always see whether someone has paid and for what. A charge you made by mistake has a Refund button next to it; refunding releases that year so you can charge it again at the right amount.

5

If the partner has no card saved

A partner has to save their own card before you can charge them — you can never type someone else's card number into Klasly, and there is deliberately no field for it. When there is no card on file the button becomes "Send card request", which emails the partner a link to their Earnings page with the amount named. They save the card there through Stripe's own page; neither you nor Klasly ever sees the number. Once it is saved the charge button appears with their card on it. If a partner also rents a room from you at booking time, it is the same saved card — they only ever save one.

6

Discount or scholarship an individual partner

On the partner's own edit page, "Annual membership price" sets what THIS partner pays. Leave it blank and they pay your list price; enter an amount to discount or scholarship them. Right below it, "First-booking fee" does the same for the referral percentage: blank means your studio rate, and a number puts just this partner on a different one. Typing 0 is a real setting — you take nothing from their bookings — not the same as leaving it blank. The partner sees both of their own numbers on their Earnings page, so there is no confusion about what they agreed to.

7

Let visitors filter the directory

Once you have a handful of partners, an A-to-Z list stops being useful — somebody arriving wants acupuncture, in Portland, in person. Open the "Partner directory categories" card on the Instructors page and add your own buckets ("Massage", "Acupuncture", "Sound Healing"); then pick one on each partner's edit page under "Directory category", and fill in "City" while you are there.

8

List their offsite events

When you create or edit an event, set "Hosted by" to the partner. (The "Hosted by" picker appears once your studio has at least one instructor or partner.) Once that event is published and public, it appears on their card in the Wellness Partners tab — which is how a session they run somewhere else becomes visible from your site. Leave it as "Your studio" for your own events.

9

Add event plans (optional)

The "Partner event plans" card, under the membership card, holds the optional monthly plans for putting a partner's OWN events on your calendar — for example $60 a month for 2 events, $90 for 4, $180 for 10. Each plan records a monthly price, how many events it covers, how much studio time comes with it, and what happens at the limit: either they stop listing that month, or they keep going and you bill each extra one. Assign a plan on the partner's edit page; a partner with no plan simply pays per event.

10

End a partnership

Turn "Wellness Partner" back off on their edit page. They leave the Wellness Partners tab, and they are hidden from your website at the same time so an independent practitioner is never published as your own team — tick "Show on your website" again before saving if listing them with your team is what you meant. Their event plan and custom membership price are cleared; "Service payout share" reappears so you can set what they are paid as one of your own practitioners.

Limits
  • • Buttons only appear once there are at least two things to choose between, so nothing changes for a studio with three partners in one city.
  • • Partner event plans are not charged by Klasly — a plan is what you invoice from, and what the partner sees as their remaining event allowance. The annual membership is the opposite: that one you charge through Klasly, from the partner's own page.
  • • A partner with no category is still listed — they simply do not appear under any filter button. Deleting a category never deletes anyone: the partners in it stay on your site, just uncategorised.
  • • The annual price is never billed on a schedule. You charge it from the partner's page when you decide to, and nothing renews by itself. The first-booking fee is the automatic one, and it comes out of what the client pays — so nothing is ever charged to your own card.
  • • Visitors are never shown the membership or the percentage.
  • • Changing a rate only affects bookings from then on. An amount already accrued on the payouts page was frozen when the client was charged, and moving a percentage afterwards never rewrites what somebody has already earned.
  • • A visible partner with a linked service appears in BOTH the Wellness Partners tab and the Services tab automatically — the "Offers services" toggle is only needed for your own (non-partner) team.
Tips
  • • The Wellness Partners tab only appears on your widget once at least one partner is visible — studios without partners see no change.
  • • Partners are badged "Partner" in your Instructors list, so you can see who is outside your team without opening each profile.
  • • The directory search box looks at everything printed on a card — name, bio, specialties, category, city and service names — so a visitor who types a word they can see always finds the person.
  • • "Show on your website" still applies: keep it off while you're onboarding a partner and they stay hidden from both tabs.
  • • Retiring an event plan takes everyone off it and asks you to confirm first. Their membership and what they are paid for bookings are untouched — an event plan is only about listing events.
  • • Studio time: the membership includes a set number of hours a month, then bills per hour past that (prorated to the minute, so half an hour over at $35/hour is $17.50). Past the cap, new room bookings stop and the partner is told to talk to you about a rental plan.
  • • The annual price is never billed automatically. You charge it from the partner's own page when you decide to, and nothing renews by itself — so a partner is never surprised by a charge, and you are never chasing one Klasly made on your behalf. The first-booking fee IS automatic, and it comes out of what the client pays, so nothing is charged to your card either way.
  • • A partner membership you charge through Klasly appears on your monthly statement under "Partner memberships", and a refund is netted out of it — the same as every other kind of revenue. Klasly's usual transaction fee applies to it.
  • • The same membership year cannot be charged twice, even if you press the button again or come back tomorrow unsure whether it went through. If you genuinely need to redo one, refund it first — that releases the year.
  • • While a paid year is running the card says "Paid through" that date instead of offering the button. The button comes back 30 days before the year ends, labelled "Renew for" the next year, and an early renewal starts where the paid year ends so nobody loses days.
  • • Visitors are never shown the membership or the percentage. What a partner pays stays between you and them — but the partner themselves can see it on their own Earnings page, including their own price and their own first-booking rate if you gave them one.
  • • Changing a rate only affects bookings from then on. An amount already accrued on the payouts page was frozen when the client was charged, and moving a percentage afterwards never rewrites what somebody has already earned.
More detail

From then on they appear under the "Wellness Partners" tab on your website widget instead of the team directory — visitors can read their profile, see their services with prices, and book them directly. What they do (their specialties) shows in bold under their name so a visitor scanning the directory can tell partners apart without opening anyone. A partner with bookable services also gets a "View profile" link on their card, opening the same full profile page as the Services tab — bio in full, services with prices, and their next open times. Tick "Service locations" (Virtual / In-Studio / Mobile Service) on their edit form and those badges appear on their card and profile too.

Your website grows a search box and a row of buttons showing how many partners each one has.

To make a partner bookable, link them to a service under Appointments → Appointment Types (create the type and tick the partner as a provider), then set their availability from their page under Instructors.

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