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Master- Partnership documentation template

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Expand or collapse content 1. Partner Overview

Partner Type:

Purpose: Set context, value, and boundaries immediately.

  • What the partner is
  • What the partner offers within SuperControl
  • What the partner offers outside SuperControl

    (Explicitly call out features clients may see advertised but not available via the integration)

  • Cost of service (link to partner pricing)
  • CSF? 

Ideal client profile

  • Agency vs owner‑operator
  • Portfolio size
  • Geography

Primary problem solved

  • Distribution
  • Revenue optimisation
  • Payments
  • Operations
  • Compliance

Optional: Internal Notes & Context

  • Known risks / sensitivities
  • Strategic importance
  • Client fit (good / bad)
  • “Know but don’t say” guidance
Expand or collapse content 2. Integration Type & Scope

Purpose: Kill assumptions early.

Capture:

  • Integration classification
    • Direct / Bespoke / API‑based
  • Data flow
    • One‑way / Two‑way
  • Source of truth (plain English)
    • “If data is changed here, it will / will not update there
  • Push vs Pull (plain English)
  • Sync timing
    • Real‑time / near‑real‑time / scheduled / manual triggers
  • Hard limitations
    • What will never sync
    • What overwrites what
Expand or collapse content 3. High‑Level Integration Flow (Non‑Technical)

Capture:

  • Step‑by‑step flow written as you would say it on a call (Include high level visual workflow)
  • Include both systems
  • Include all integration levels e.g existing listings link/legacy/R&A or Full content 2 way
  • No APIs, no acronyms without explanation

Include explicitly:

  • What the client must do in the partner portal
  • What SC cannot see or control
Expand or collapse content 4. Data Sharing Summary

Purpose: Remove ambiguity and repeated tickets.

Data TypeDirectionNotes/ Caveats
AvailabilitySC → PartnerQueued processing
RatesSC → PartnerChannel rules apply
Default booking extrasSC → PartnerYes/ No
Booking extrasSC → PartnerItemised
DiscountsSC → PartnerChannel-specific 
UpliftsSC → PartnerAgent rules
BookingsSC → PartnerSource of truth
Guest detailsSC → PartnerPartial
PaymentsSC → PartnerNot SC
MessagesSC → PartnerIf supported
Property contentSC → PartnerField limits apply

Disclaimer: Property content might need split down if there are only certain things we send. If field limits apply, detail them out. e.g character limits on descriptions etc.

Booking example & breakdown

Example booking including:

  • Base rate
  • Discounts
  • Uplifts
  • Agent commission
  • Extras
  • CSF
  • VAT
  • Owner payment impact
Expand or collapse content 5. Key Operational Behaviour

If OTAs / Channel capture clearly:

  • Where cancellations must be initiated
  • Where modifications must be initiated
  • What triggers updates
  • Payments:
    • Who takes payment
    • Deposit / balance handling
    • VCC behaviour
    • Out‑of‑scope payments
  • Historical bookings:
    • Imported or not
  • Guest communication:
    • Where messages live
  • Agency behaviour:
    • Owner payment allocation
    • Auto owner payments
  • Agents & commission:
    • Automatic vs manual
    • Common pitfalls
  • Available reporting

If Product / SaaS Integrations capture:

  • Actual functionality delivered (vs marketing)
  • Data required to function
  • Prerequisites
  • Common misunderstandings
  • Available reporting
Expand or collapse content 6. Onboarding & Setup Journey

Purpose: Reduce failed setups & escalations.

Capture:

  • High‑level steps
  • Responsibility split:
    • Client
    • SuperControl
    • Partner
  • Typical timeframes
  • Common failure points
  • Best‑practice recommendations (non‑mandatory)
    • e.g. Airbnb promotions
    • Listing optimisation checklist
Expand or collapse content 7. Support & Troubleshooting Essentials

 

  • Testing capabilities
  • SC Admin tools
  • Top recurring issues
  • Mandatory first checks
  • Info required before escalation
  • Known limitations / “expected behaviour”
  • What we cannot see or test internally
Expand or collapse content 8. Partner Contacts
  • Commercial
  • Technical
  • Support
  • Escalation
  • SLAs / working hours