📚 Instructions

Comprehensive guide to using Partnerly

Getting Started

  • Step 1: Go to partnerly.site
  • Step 2: Select language - important because all admin menu will be in the language you choose during registration
  • Step 3: Press Register as Business Client
  • Step 4: Company name must use only numbers and Latin letters because it will appear in your URL
  • Step 5: After registration, go to Settings → Company Settings to copy your website link
  • Step 6: When editing your website, open it in another screen, make changes, refresh to see results
Platform Features:
  • SSL security and mobile responsive design included
  • Multilingual support - LT/EN/RU available for all content
  • Real-time updates - changes appear immediately
  • Cloud-based - access from anywhere, automatic updates
  • 1 month free trial with access to all main modules (except SMS)
Automatic Email Notifications:
  • Clients automatically receive email confirmation immediately after booking
  • System sends automatic reminder emails 24 hours before appointment
  • All emails sent in the language client selected during booking
Final recommendation: For all client-facing website parts, we recommend testing everything yourself to see how it works. If you have questions, use the contact details on the Partnerly homepage.

Bookings

  • See all your reservations in calendar view
  • Switch between month, week, and day views
  • Click on a reservation to see full details

  • Filter by today, week, month, or custom dates
  • Designed for mobile devices for easy search and management
  • Edit reservation details quickly
  • Cancel reservations - Note: client is NOT automatically informed of cancellations
  • Important: You must inform clients about canceled reservations and the reason
  • Prepaid reservations: If marked as prepaid, client has already paid - you must refund if canceled

  • Same functionality as card view
  • Optimized for desktop - see more reservations per page
  • Very convenient when working on computer

Availability

  • Mark days you are working
  • Select months you are working
  • Set time intervals for working hours
  • Important: You can add multiple intervals per day
  • Example: If you work 9-12 and have lunch break, add two intervals: 9-12 and 13-18
  • Every day can have different working hours

  • Rewrite working hours for a specific day
  • Example: Decide to work an extra Saturday - select date and set hours
  • Overrides your main working hours for selected day
  • Can add multiple intervals here too

  • Quickly book time through here
  • Additional info - name, email, phone are optional
  • Just select service and reserve time
  • Very convenient if client calls you to mark time in system
  • Also useful for personal appointments like doctor visits or gym

  • Add as many vacation days as you want
  • Vacation time automatically shows as unavailable in calendar
  • Can add partial days with time intervals
  • Example: Whole week off

Services

  • Create and describe the services you offer to clients
  • Categories: Not mandatory if you offer few individual services
  • Recommended for many similar services - e.g., all haircuts under Haircut category
  • Example: If you do mens, womens, and kids haircuts, create Haircut category and put all variations under it
  • Categorized services display beautifully under category in client service selection
  • Employee assignment: Assign an employee to each service - important for multi-employee businesses
  • Service name: Service name is for admin panel only. Translations are what clients see on your website
  • Can specify only languages you plan to use, not mandatory to fill all translations
  • Description is optional
  • Duration: Duration is required for accurate calendar scheduling
  • Break duration: Break duration: Add buffer time between services if needed (e.g., 5 minutes for cleanup)
  • Example: For consultations, set 5 min break - system auto-calculates and leaves 5 min gaps between services
  • Price: Optional unless you accept online payments - then required!
  • Private event: Private Event: Service visible only to you (useful for personal appointments like gym sessions)
  • If you stop offering a service, mark it private first so clients dont see it
  • Delete only when no more bookings with that service
  • Example: Regular gym sessions - create Workout service, mark private, easy to book your time in calendar

  • Easily manage, edit, and delete services. Use Table View on desktop for better efficiency
  • Quick access to edit or delete any service information

  • Same functionality as card view
  • Designed for desktop computer work
  • If you have many services, table format shows more records per screen

  • Categories are optional - use them if you offer many similar services (e.g., all haircuts under "Haircut" category)
  • Service name = how you see it as admin in system
  • Translations = how client sees it
  • Only specify translations for languages you plan to use
  • Can change translations anytime

  • Delete and edit service categories

Site

Here you manage your entire website appearance

  • This is your company logo name
  • How clients will see your business

  • Edit the very first page when website loads
  • Can add as many slides as you want
  • Important: Before deleting demo slides, recommended to edit existing ones first and see how changes appear on website
  • All displayed texts can be written in only your desired language, not mandatory to fill all languages
  • To better understand text structure, highly recommended to edit existing demo slides, change texts and watch how it all changes on your demo website
  • Button link: Can specify link to any page
  • Recommended for booking button - can turn on/off and change button text
  • If not using any services and dont want client to register for your services, just turn off button display
  • Image upload: Not mandatory but definitely recommended - website will look better
  • Can select no more than one image, if you want more slides just add additional slides with another image

  • About section appears after hero carousel
  • Since its hard to describe what each text does, you must edit demo texts, save changes and go to your website to watch the changes
  • Image is not mandatory, but recommended - website will look better
  • Video link also not mandatory, recommended only if you have introductory video for your company or activity

  • Clients will see this information on your websites contact page and in reminders and confirmations about service bookings
  • Google Maps Link: Go to Google Maps, enter your address, select Share, Embed map, copy the link and your website will have Google map showing your exact address

  • Not recommended to upload images for blog categories
  • Write only languages you need
  • This section will be displayed if you want to run a blog on your website

  • If you want to divide categories into smaller subcategories
  • Not mandatory to create them

  • These are your blog posts that clients will see
  • Again, visit your created demo website to understand how this is all displayed currently
  • Here you can select categories and subcategories (optional)
  • Upload as many images as you want
  • Add as many videos from platforms like YouTube or Vimeo as you want
  • Published simply means this blog post will be shown to clients, you can hide any post from clients at any time by making it not public

  • Here you can describe your provided services
  • For format, again visit your demo website
  • Important to pay attention: Section Settings - how services section title and description will be shown to clients
  • You can create, delete and change as many services as you want
  • For each service optional but you can select an icon, it will look better in services description on website

  • Here you can create your projects
  • Important: Mandatory to create categories and assign project under some category!
  • This will be used in carousel for project filtering
  • Example how it works in live demo website
  • Here you can also upload project image or video from platforms like YouTube or Vimeo
  • Upload only one image per project

  • Here you will see all testimonials left by clients
  • Of course you dont have rights to edit client testimonial content
  • But left testimonial will not be published immediately
  • In this place you can control whether to publish clients testimonial or reject or even delete it
  • You can reject already published testimonial at any time and it will be hidden again

  • In website about us section your team members are displayed
  • You can add as many as you want on website
  • Here as in other website parts you can edit section title, description, upload team member photo and similar

  • Choose from multiple website themes
  • Each theme has different layout and style
  • Switch themes anytime without losing content

  • Here you control which parts you want clients to see on your website
  • If for example you dont want to upload examples of your completed projects, just turn off projects section and it will disappear from your website
  • It will be hidden and you can turn it on later at any time

Shop

Complete e-commerce solution for your business

  • SiuskPigiau Integration: SiuskPigiau delivery - if you enable it, clients will see parcel machine addresses on your website where goods can be delivered
  • For this to work, register at siuskpigiau.lt and enter your API keys in Shop Settings
  • Skip shipment creation - if you mark this as active, shipping label will not be automatically created for you when customer makes order
  • For testing purposes we recommend keeping this option active until you learn how automatic shipment generation works
  • Stripe Payment: Must open account at Stripe bank and provide required data
  • Stripe platform chosen because of lowest fees
  • No added Partnerly commission - only standard Stripe fees apply
  • Also works great with Apple Pay and Google Pay integrations
  • Very pleasant feedback from clients that they can conveniently pay immediately in shop using these platforms
  • Important - to open this account you dont need business account, works on individual account too
  • Invoice Language: Choose the invoice language in Shop Settings - invoices are issued in the selected language
  • If you trade in Lithuania, invoices must be issued in Lithuanian
  • Test Mode: Enable test mode to try shop without real payments

  • Product categories needed to group your products
  • Colors and sizes not mandatory, but if for example you trade clothes you will definitely want to create color and size combinations
  • After creating this data for one category you can copy it immediately to another category from previously created category
  • Category Attributes: Here you can add any attributes to all products of that category by which you want clients to be able to filter products later
  • For example if you trade shoes, attributes can be sports, summer, winter, real leather, artificial leather and so on
  • These attributes will be displayed to client as product filters

  • You can create them if you want to expand your product selection even wider
  • For example if product category is mobile phones, you will probably want subcategories like Samsung, Apple, Xiaomi and similar

  • Add products with names, descriptions, prices
  • Upload multiple product images
  • Set stock quantity and SKU
  • Assign categories, colors, sizes, attributes
  • Enable/disable products
  • Add product variations with different prices

  • Here you will see all orders placed in your shop
  • Their payment status
  • You can delete unnecessary orders
  • By clicking view you can edit order status and delivery
  • Important: Very important - when you change order status to shipped or delivered, only then will invoice be sent to client for clients placed order
  • Also after changing to this status you will have ability to download invoice copy

  • Stripe is used for card payments and works with Apple Pay and Google Pay. Partnerly adds no commission - only standard Stripe fees apply.

  • Live shipping prices are calculated through SiuskPigiau when the customer chooses delivery
  • Customers can also choose free pickup from your location
  • Skip shipment creation - when active, shipping labels are not created automatically for new orders

Group Events

  • Enable the Group Events addon (or Premium plan) in Subscription Management
  • Create a group event: name, description, price per person and category
  • Assign one or more instructors to the event
  • Generate sessions in bulk: pick a date range, weekdays, time and capacity
  • Manage participants per session - cancelling a session emails everyone automatically
  • Clients book group sessions on your public booking page under the group tab

Accommodation and rentals

  • Enable the Accommodation and rentals addon (listed as Reservations in Subscription Management) or the Premium plan
  • Create an accommodation object under Objects: choose the type (whole property, rooms or asset) and how it rents
  • If you rent per room, add rooms/units with their own prices, guest limits and photos
  • Set the base price, included guests, extra-guest price and minimum/maximum nights
  • Add seasonal rates, a weekend surcharge and availability or blackout rules as needed
  • Pick amenities and upload photos/videos - they appear on your public stays page
  • Guests book with check-in/check-out dates; unpaid reservations release automatically after 30 minutes
  • Manage reservations in the Accommodation calendar, cards and table views

Individual Domain

  • Here you can add your personal domain, as example vaidosalonas.online
  • Enter your domain and point its DNS A record - Partnerly verifies the domain and issues an SSL certificate automatically

Payments

  • You will see all payments that came to your bank account

Customer accounts

  • Customers can register on your site and see their bookings, reservations and orders in one dashboard
  • They can cancel bookings up to 48 hours before and accommodation reservations up to 7 days before check-in
  • Their order history includes downloadable PDF invoices
  • You can require customer login for bookings, reservations or the shop in the corresponding settings

Add Employee

  • Additional employee seat costs €10 per month (1 seat included)
  • Add employees under the Employees menu and buy extra seats in Subscription Management

Subscription Management

  • Here you can purchase needed add-ons, purchase recommended premium plan and see all information about what plan you currently have, what add-ons and until what date
  • Purchased add-ons validity period is one month
Storage Information:
  • Basic Plan includes 5GB storage for your website content
  • Premium Plan includes 50GB storage - plenty of space for images, videos, and documents
  • Shop addon adds +45 GB storage on top of your plan
Automatic Database Backups:
  • Your database is automatically backed up every 2 hours
  • Backups are securely stored in cloud storage
  • About 12 days of backup history is kept in the cloud, plus a daily full-server backup
  • All your data is protected and can be restored if needed

Settings

  • Recommended to specify your phone number and address
  • This information will be shown in client received emails as your contact information
  • Company name - you can change official company name, but not advised
  • Company website page and reservations page - this is link to your website and reservations

  • Here you can control your admin panel language
  • Website language - in what languages website will be shown to your clients
  • Reservation system language - in what languages clients can see your calendar
  • Highly recommended that these selections match

Booking Settings

  • If you want to accept advance payments for reservations you must open account at Stripe bank
  • Stripe bank chosen because of lowest fees
  • No added Partnerly commission - only standard Stripe fees apply
  • Also works perfectly with Apple Pay and Google Pay integrations
  • Very pleasant feedback from clients that in store they can conveniently pay immediately using these platforms
  • Here you can also specify whether you allow non-logged in users to register on your website or accept advance payments
  • If you want you can restrict client to mandatory register on your website and accept reservations only with advance payment
  • This will reduce no-shows, but of course you may lose some clients
Important language feature:
  • If user books in Russian language, they will receive Russian email confirmations and reminders
  • If booking in Lithuanian, all emails will be in Lithuanian, and so on for each language
SMS Notifications (Optional Addon):
  • SMS addon costs €15 per employee per month
  • Clients receive SMS reminders 24 hours before appointment in addition to emails
  • SMS sent in same language as booking
  • Helps reduce no-shows significantly
  • Can enable/disable per employee individually