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Partner mode is for agencies, co-hosts, and property managers who run direct-booking businesses on behalf of multiple clients. With partner mode on, your dashboard gains a Clients area: every client is a real Haven account connected to yours, and your own dashboard becomes an aggregate view across everything you manage.
The model is simple: each client is a separate Haven account. Their properties, integrations (Airbnb, PMS), and Stripe payouts live on their account. You connect to that account through an account link, which lets you switch into it and manage it as if it were your own. You can optionally pay their Haven subscription for them.
If you run every client's listings from one PMS or Airbnb account of your own, you don't need a PMS account per client. Connect it once in your account and assign each listing to its client. Each time, you choose who guests pay: the client, or you. See One PMS account for all your clients.
If you run your own portfolio under a single brand, you do not need partner mode.
Partner accounts are set up with the Haven team. You can't switch partner mode on yourself: book a call and we'll set up your account and your clients with you. The I manage properties for others (partner) choice during onboarding leads to that call.
Every partner on Haven is a Haven partner. Client management comes with your partner account: accepting your partner invitation turns it on, and any clients you already manage come with you. So everything marked Haven Partners in this article applies to you, and every client you add, however you add them, is your client in the same way: you can assign them listings, they get your Client portal, and their places join your partner site.
Accepting your invitation. Haven emails you a setup link after your call. If you already have a Haven account, the invitation is also waiting on your dashboard: the next time you sign in, Become a Haven partner opens by itself, and keeps opening on each visit until you answer it. Accept and set up asks for your company name and your Haven address, then opens your partner dashboard with a short walkthrough. No thanks declines it: nothing about your account changes, the setup link stops working, and Haven is told you passed, so ask Haven for a new invitation if you change your mind. Decide later puts it away until your next visit.
Once it's on, two rows appear under Settings in your dashboard: Clients, and Partner settings (just under Account & Profile). Partner settings in the host dashboard holds the client management switch and links to the partner dashboard, where a Haven partner's own settings live. Partner settings in the partner dashboard (/partner/settings) is where you edit what you set up first: your business name (one name, used on Haven, your site, your client portal and in the account switcher), your Haven address (shown with a copy button; email Haven to change it, since links already shared point there), your logo (on Brand), and Business info, the name, email and phone clients and guests contact. Business info is edited there and not on the host dashboard, which only points to it. You can switch client management off on the host dashboard yourself once no clients are connected. A Haven partner keeps it on.
Your Haven profile. This is how Haven advertises you as a partner to new clients who are looking for someone to run their place. It shows in two spots, both built from the same photos and words: your card in the Haven partner directory, and your page, which the card opens and where they read about your services and fees and send your lead form. You edit both in one place, the Haven profile tab of the partner dashboard (it replaced the separate Directory card and Landing page tabs). The preview beside the form switches between Card and Page and updates as you type.
The top of the tab says where your profile stands: Live, Not listed yet (Haven reviews new partners and turns the listing on), or Hidden. Show my profile on Haven is your own switch. Turn it off to hide your profile: your card leaves the directory and your page is kept out of search, while the page still opens for anyone you send its link to, so your lead form keeps working. Turn it back on any time.
Services and Works with are chips you tick. If what you offer or the software you use is not among them, type it in the field under the chips and press Enter: it shows on your card and your page exactly as you wrote it, and the cross on the chip takes it off. The filters in the directory use Haven's own chips, so tick every one that fits as well. The Writing assistant beside About you writes from the services, regions and software you have selected at that moment, so set those first.
Photos. One set of up to five photos serves both: your page opens on all five, and your card shows the first three. Until you choose, Haven picks them for you from your site and the listings you look after. Select Choose photos to pick your own from three places: Upload from your computer, Library (your Media Library), or Listings (any photo on your own listings or a client's). Click a photo to add it and click it again to take it off; the row at the foot of the picker shows what you have chosen and how many places are left. Back on the tab, drag the photos into order (the first is the large one; the fourth and fifth are marked Page only) and use the cross to remove one. Back to automatic hands the choice back to Haven. Each photo you choose is copied for your profile, so it stays the same if the listing's gallery changes later. Changes save by themselves.
Open Settings → Clients and click Add a client. There are two paths, depending on whether the client already uses Haven.
Send them a link invite by email (or copy the invite link). The invite includes a Cover their Haven billing toggle, on by default:
Either way, once they accept, their account appears in your account picker and in your Clients list, and you can switch into it at any time.
What changes for a client you add this way. Their own login becomes your Client portal, with the listing editor switched on so they can keep editing their own listings. Your fees are not charged to them: an onboarding fee, monthly fee or booking share starts as waived for a client who never went through your signup page, and you set them per client under Client exceptions on the Fees screen. Who pays for their Haven plan stays exactly as the invite said.
Choose Create their account. Enter the client's name and email, and Haven creates their account immediately — connected to yours and covered by your billing from day one. You're switched straight into it so you can connect their Airbnb or PMS, import their listings, and set everything up on their behalf.
When you're ready to hand over the keys, click Send claim invite from the Clients list. The client gets an email inviting them to claim the account with a fresh sign-up. The claim page discloses that your business manages the account and covers the billing (when you do). Until they claim it, the account shows a "Not claimed yet" badge — everything works either way.
If the client already has a Haven login, use the first path (connect their existing account) instead — claiming requires a fresh sign-up.
If you are a Haven partner (listed on the Haven partners page), new clients can't join you through an open link. They request a consultation first, and you decide who joins.
Open your partner dashboard from Quick links at the bottom of the host sidebar: Partner dashboard. The same link is in the account switcher at the top of that sidebar. It lives on Haven's own site (bookwithhaven.com/partner), where you sign in, not on your partner address; your partner address (yourname.bookwithhaven.com, or your own domain) is for your clients, and opening /partner there brings you back here. Every page there carries a Partner dashboard title bar across the top. To come back, open the account menu at the top left of the partner dashboard and choose Host dashboard. It is the same menu, in the same place, on both dashboards, and it only switches: between the two dashboards, into a client, and back to your own account. Adding a client is on Clients, and your team is on Team. If you are inside another account when you open it, Haven returns you to your own account first.
Reading the partner dashboard. Its screens are kept short on purpose. What a screen, a card or a setting is for sits behind the small (i) beside its name: hover it, or tap it on a phone, to read it. A setting with a few choices is one closed row that shows your current choice; click the choice to open the list, pick another and it saves and closes. What you see without opening anything is what is true right now: addresses, amounts, statuses and warnings.
The two dashboards do different jobs. The partner dashboard runs your business with clients: who has joined, what they see, your fees, your invite page, your Haven profile, your brand. The host dashboard runs the properties: your own listings and group sites, and each client's, which you reach by picking the client in the account switcher. The first time you open the partner dashboard, a short walkthrough explains both and where to switch, then lets you set things up without leaving it: your logo and colours, how you collect and what you charge (onboarding fee, monthly fee, share of bookings), and who pays for Haven. Your logo and colours are saved as your Haven brand, and when you continue Haven builds your site for you in that brand, named after your business, with your lead form on a Work with us page. You do not need to create a site first. Every setup step is optional and saves as you go, so you can skip any of it and finish later under Brand and Fees. One step shows the four addresses your clients can have on your own domain and takes you to Domain to set it up. Its last step shows what is still to do, such as your domain, connecting Stripe and choosing your Haven plan.
The walkthrough is also your setup checklist, and it keeps your place. Until every step is finished, the top of the partner dashboard shows how far you are, for example 5 of 10 steps complete, with a Continue setup button that reopens the walkthrough on the step you left. Following one of its links (to Domain, or to connect Stripe) closes it and keeps your place, so you can come straight back. A step that explains something is complete once you press Next. Your brand, your domain and Stripe are complete when they are actually set, live and connected, wherever you did it. If you don't want one of those, press I don't want to do this on that step: it is marked skipped and stops counting as left to do, and Put it back undoes that. Progress is saved for your business, so it is the same on any browser and for everyone on your team. Once every step is done or skipped, the button becomes How it works, which replays the walkthrough from the start.
Products on an invite. Products you sell (Fees → Products) are on for every new client by default; a new product starts that way. When you create an invite link or invite by email, a Products line shows what that client will be offered, and Change for this client lets you add or leave out products for them alone; the Products icon on a pending invite's row does the same for a link you already sent. The client sees the products with their prices on the last step of signup and pays for them with their card. What they paid shows under Collected by {your name} on their Subscription row (Settings → Subscription), the Products total broken down by product in their billing history. Fulfilment is yours to track.
Billing, Team and Profile live in the partner dashboard. As a partner, your Haven plan, your bills from Haven and your card are on Billing in the partner dashboard (Your bills from Haven), together with every client's plan (on your plan, or one they pay Haven for) and what each client pays you; the host dashboard's Subscription row is not shown to you. Your team is on Team there, the same seats the host dashboard's Team pill used to edit. And your profile is your agency's: Haven profile holds your name, your site's logo and your blurb, which is also the "Hosted by" card guests see on your own listings (the page previews it under the card and page previews), so the host dashboard's Profile pill is not shown to you either.
Your brand. Brand in the partner dashboard is where you edit it: import it from a website, or set colours, fonts and logo, with a live preview. Changes save as you make them and reach your site, your client sign-in, your emails and your Haven page. The card at the top names your site and links to its editor. If your site already had its own look, it keeps it until you choose Use this brand on it. After you set up your partner account you land on Overview.
Where requests come from
bookwithhaven.com/partners/{your-name}. Haven builds it for you from your directory profile, your brand, your fees, and the photos on your main site. It ends with your lead form.Your intake form is one form wherever it appears. Edit its heading, intro and questions under Settings → Partner settings → Intake form, or on any site where you placed it, and every copy changes. It starts from Haven's client lead questions: portfolio size, where their places are, and how they manage them today.
Moving a request along. Every request shows up in Settings → Clients → Requests (and in your partner console under Clients). You also get an email for each one. Open a request to read the answers, keep a private note, and move it:
| Status | What happens |
|---|---|
| Requested | The client has asked. They get a thank-you email from you. |
| In review | You're talking. The client gets a "we're reviewing" email. |
| Approved | The client gets their personal join link. It takes them through your signup page, your terms, and your onboarding fee if you charge one. You can set that fee for this client as you approve. |
| Onboarded | Set automatically once they finish joining. |
| Declined | The client gets a polite no from you. |
| Canceled | Closed quietly with no email. A join link you already sent stops working. |
Every email to the client goes out under your name and brand. Resend sends the join link (or the lead form) again. Haven's team is also notified of each new request.
Inviting a client without their email. In your partner console, Create invite link on the Invite link card (on Overview, Clients and Invite page) makes a personal join link and copies it, so you can text it or share it. It works once: the first person who opens it and signs up joins you. It expires in 30 days, shows under Pending invites until it's used, and the Revoke icon on its row turns it off. Make a new link for each client.
An onboarding fee for each client. Every join link is for one client, so each one can carry its own onboarding fee. Wherever you make a link (Approve and send join link on a request, Create invite link, or Invite by email), Onboarding fee starts on your default from the Fees screen. Choose Change for this client to set a Custom amount for that client, or mark it Waived. If you have no default onboarding fee, the choice is No fee or Custom, so you can price clients one at a time without charging everyone.
The client sees the amount in their agreement on the last step of signup. When you collect through Haven they pay it by card there; when you collect outside Haven it is shown and you invoice it yourself. Until they join, the Fee icon on the invite's row under Pending invites (partner console, Invite page; each row's actions are small icons, and hovering one shows its name) changes the amount, and the link you already sent stays the same. After they join, it is one of your Client exceptions on the Fees screen.
A ready-made invitation to send. Once your partner account is active and you have a site, Haven adds a draft broadcast to your Marketing → Campaigns → Broadcasts list, named Invite clients to join {your business name} and tagged Haven default. It is written in your name, wears your main site's brand, and its button opens your invite link. It is addressed to your client leads and stays a draft until you send it: open it to rewrite the words, change who it goes to, and send or schedule it. Delete it and it does not come back. If you roll your invite link before sending, paste the new link into the button.
Your signup page. The join link opens your signup page, one page that walks the client through it in order: first they create their account, then they bring their place across (connect Airbnb or their property manager, paste a link, or tell you it isn't listed yet), then they accept your agreement if you charge fees. Each step slides in after the last.
Clients already on Haven skip the account and place steps: the link asks them to Join you, and the places already in their account come across with it. A teammate with a Manager seat who opens the link joins the account they work in, with its places, and the page names that account before they accept. A Viewer seat can't join an account for its account owner.
Design it in the partner console under Invite page. The live preview beside the editor shows the page at desktop or phone size, and you can click through its steps the way a client would. Replay plays the entrance animation again. Everything saves as you go.
Preview as a client opens the full page in a new tab.
The Client portal is what your clients see when they sign in. Set it up in the partner dashboard on Clients: Client settings is the second tab across the top of that screen (/partner/owner-portal). It used to be its own row in the side menu. Everything saves as you change it, and the preview beside the settings updates as you go. The preview is a simplified picture of which screens and parts a client gets, not a screenshot of their real dashboard: a client's real portal is the full Haven dashboard with only those screens switched on, filled with their own listings and the ones you assign them. Who the guest pays is not set on this page. Guests pay the account a listing lives in, and for a listing in your own account you choose who guests pay when you assign it (see Who do guests pay?). A client paid directly sees their own payouts and can edit listings and guest messages. When guests pay you, that client sees a statement, and those screens stay off.
What clients see. One switch per section, for every client:
What this means for control. You decide what each client can see and do, section by section, for all clients at once or one at a time. A client cannot widen their own portal. Three things always stay with the client, whatever you switch: their own Stripe payouts (who they are paid as), their four client-held marketing permissions (below), and closing their account.
Ask the assistant from your partner dashboard. The same assistant bar you have on the host dashboard is on every partner dashboard screen. There it knows your partner account: your fees and products, how Haven is paid for your clients, whether you are taking new clients, what your clients can see, and each client with their listings, billing status and what you have collected from them. Ask it things like "which clients have not paid their onboarding fee?" or "how is Haven paid for Marisol?". It answers from your account and tells you which screen changes a setting; it does not change partner settings, fees, invites or a client's permissions for you. It can still work on listings in your own account.
A client's billing, payments and bookings. The Clients table has a Billing column that says exactly where each client stands on what you charge them through Haven: Paid up, Payment failed (their latest monthly fee or product charge was declined and is still unpaid), Not paid yet, Onboarding fee due or Monthly fee not started (they joined and have not finished the payment step), Share of bookings (nothing is billed to their card; your share comes out of each booking) or Billed by you (you collect outside Haven). Under the status, each fee billed to their card says how it stands (Onboarding fee paid or not paid, Monthly fee paying, not started or failed), and the last line names what Haven is paid for that client: Haven: 5% of their bookings (no subscription; Haven takes 5% of each booking made through Haven, out of their payout), Haven: your Starter plan, yearly (their listings are on your subscription; the line names your plan and whether it is billed monthly or yearly) or Haven: their Growth plan, monthly (they pay Haven themselves; the line names their plan, and says past due, ending or no plan yet when that is where it stands). A client you charge nothing shows that Haven line as their status, over You charge nothing, because Haven's 5% is still a fee on their bookings. Click a client to open their sheet. Four numbers sit at the top: billing status, what you have collected from them, their bookings since they joined, and how many of those came through your site. Below, each section opens when you click it:
Setting one client apart. Open the client on Clients. Under What {name} can do, each section follows your client settings ("Follows client settings (On)") or is set On or Off for that client only. Changing one client changes no one else. The Client settings page shows how many clients you've set apart. A switch that would leave a client with no screen is refused, and says which clients to change first.
The portal wears your business name and logo. Clients do not see Haven's product updates.
The portal is what the client sees, not what you see. When you or your team switch into a client's account from the account switcher, you get the full dashboard: their listings, calendar, integrations, sites and marketing. The only things that stay with the client are their Stripe payouts and closing the account.
Where clients sign in. Clients sign in at your Haven address ({your-name}.bookwithhaven.com/host) to start. Once you set up your own domain (see Your domain below), they sign in at your portal address, such as portal.yourcompany.com, and every email link they get points there. The Where clients sign in row on this page shows the address in use; Use your domain (or Change, once you are on your own domain) takes you to the Domain screen to set it up.
Put every address your clients see on your own domain. Open Domain in the partner console (/partner/domain). One domain carries four addresses:
www.yourcompany.com.portal.yourcompany.com.join.yourcompany.com.start.yourcompany.com. You choose which page of your site it opens (see below).portal, join and start are starting names. You can rename any of them, and skip any you don't want.
Two ways to start.
stays.yourcompany.com and your current site is untouched), or Skip the website for now. Confirm the addresses, then add the records Haven lists: one record per address. Each address is a subdomain of your domain, and adding its record is all it takes to set that subdomain up; leave your other records, including email, alone. The records are formatted for your DNS provider (GoDaddy, Namecheap, Cloudflare and others), with that provider's steps, a link to its own guide, and a short setup video. Each record shows Found as soon as Haven sees it. If someone else manages your DNS, Email these steps sends them the records and a link that shows which are done.If your partner site is already on a domain, the screen says so and offers Add client links: your website stays as it is and you only add the other three addresses.
Watching it go live. While your domain is being set up, the top of the Domain screen shows Setting up yourdomain.com with a spinner and the steps: registering the domain (when you bought it through Haven), connecting to Haven, issuing the security certificate, going live, and setting up client sign-in for your portal. The step in progress says how long it usually takes, and a counter shows how many of your addresses are live. Each address also shows its own step, such as Step 3 of 4, with a spinner on its status. The screen checks every 10 seconds by itself. You can close it: setup carries on, and Haven emails you when every address is live. A domain bought through Haven needs nothing from you at any step, and its website address appears as soon as the name is registered. If a status reads Held up, something on Haven's side is stopping that address; there is nothing for you to fix, Haven keeps retrying, and you should contact Haven if it is still held up after an hour. If your client portal reads Connected, no sign-in, the address is connected but sign-in could not be set up on it yet: clients keep signing in on your Haven address, your website, invite link and lead form are not affected, and Haven keeps trying.
When it's live. Each address goes live on its own, usually within minutes of its record being found. From that moment every link Haven creates for that address uses your domain: invite links, lead form links, the links in client emails. Links you shared before keep working. Until an address is live, its links stay on your Haven address.
Signing in. Clients sign in on a page in your brand at your Haven address ({your-name}.bookwithhaven.com), then return to your portal address. That one step shows a Haven address; everything before and after it is on your domain. The first step of your invite link works the same way: the invite opens on your domain and the account is created on your Haven address.
If something breaks. If a record is removed or changed, Haven notices within the hour, emails the account owner, and shows the exact record to put back. Until it's fixed, new links for that address use your Haven address again. Links already shared on the broken address won't open until the record is restored. Once the record is back, the alert clears the next time the Domain screen checks; you don't need to press anything.
If an address fails for another reason (usually its security certificate), press Reconnect. Haven checks the address again first, and rebuilds it only if it is still not working. Your DNS record stays as it is. Sometimes the old connection takes a few minutes to reset; the screen says so, and you add the address again under the same name once it has.
The page your lead form address opens. Your lead form address opens the page of your partner site that has your lead form on it, the Work with us page to start, at that page's own address (start.yourcompany.com/work-with-us). The Lead form row on the Domain screen names the page it opens. If you removed that page, or want the address to open a different one, press Change page on the row (it is also in the row's ⋯ menu) and pick any visible page of your site. Automatic goes back to following your lead form wherever you put it. A change can take up to five minutes to reach the address. If no page of your site has the lead form and you have not picked one, the address opens the form on your Haven partner page instead, and the row says so with Choose a page. You can pick a page that has no lead form on it: visitors see that page as it is, and the links you send from Start an intake still open your form.
Renaming and removing. Rename moves an address to another name; the old name stops working. Haven checks the new name is free before it changes anything, so a name that can't be used leaves the address as it was. Stop using this address sends that address's links back to your Haven address. Remove domain does the same for all four. A domain registered through Haven stays in your account under Settings → Domains & Email and keeps renewing unless you cancel it there. Only the account owner can remove an address or the domain.
When someone signs up on your address. A person who creates a login on your sign-in page, or follows Client login without being your client yet, stays with you. If you sent them an invite, they land on your invite sheet with that invite open, ready to accept. If you did not, they land on your invite sheet and sign up as your client; if you require a consultation (Partner settings), the sheet asks them to request one first. They are not sent to Haven's own sign-up.
When someone signs in on your address and is not your client. A person who already has a login of their own (they run their own account, work with another partner, or once booked a stay) and signs in on your address is told so, on a page in your brand: You don't have an account with {your business name}, with the email they signed in with. From there they can press Sign up with {your business name}, which opens your invite sheet and takes them through joining you like any new client; Sign in with a different email; or go to their own dashboard. They are no longer moved to their own dashboard without a word. Someone who booked a stay is offered View your trips first: your site's Client login is for your clients, and guests use Sign in to view your reservation in the site menu. If you are not taking new clients, the page says so and leaves the sign-up out. A client you have removed is the one exception: they go straight to their own dashboard, where their account now lives.
Help page, terms and privacy policy. On Haven profile, the Support and documents card holds the links your clients see: your help page (from their dashboard), and the terms and privacy policy they agree to when they sign up. Haven fills these in for you. If you have not typed a link, Haven makes the page on your partner site (a Help page, and Terms and a Privacy policy from a starter template with your name and today's date) and puts its address in the field. The pages are public on your site as soon as they are made, so read them and make them yours: each field has Edit it, which opens the page in your host dashboard, and Open in a new tab. Privacy and Terms are edited in the site editor under Footer; Help is a page of your site like any other. To link to a page somewhere else, type that address instead and Haven leaves it alone. An empty field means "use the page on my site", so clearing one brings your site page's address back.
Login/sign up buttons. Your partner site shows two buttons in its header, menu and footer, the way Haven's own site pairs Sign in and Get started: Client login opens your client portal, and Become a host starts a new client's sign-up with you (shown while your invite link is on). Someone who presses Become a host goes straight into your sign-up and onboarding. On Partner settings, the Login and sign-up buttons on your site rows turn the buttons on or off, change what each says, and can require a consultation before new clients sign up: then the sheet asks them to request one through your lead form, and they sign up from the personal invite you send when you approve.
Your addresses are also paths on your website. Each address works as a path on your site as well as on its own name, so one web address is enough to remember: yourcompany.com/host (also /login and /portal) opens the client portal, yourcompany.com/join opens your invite sheet, and yourcompany.com/start opens your lead form. If you renamed an address, its name works as a path too, so clients.yourcompany.com is also yourcompany.com/clients. A personal invite keeps working through /join, and a page of your site that already uses one of these names keeps it. The Domain screen shows each path under its address once your website is live on your domain. These short addresses always work, whether or not the links show on your site, so you can print them or link them from anywhere.
Your team's own console stays at your Haven address. Once your website is live on your domain, anyone who opens your Haven address is forwarded to it.
Every partner has one partner site: the multi-unit site that is your website. On Sites in your dashboard it is pinned first with an Partner site badge.
If you had a site before you became a partner, it became your partner site. If you had several, Domain asks you to pick one: each site shows its photo, and you can filter the list by name or domain.
Editing it. Open it like any site; the editor's header says Partner site editor, with your logo, name and brand colours under it, so you always know you are on your partner site. On its Layout tab the pages Haven made for you, Work with us and Help, carry a small Partner chip in your brand colour, even after you rename them.
Your Haven profile on your own site. The Work with us page opens with a Partner profile section: the same blocks as your Haven page (your photos, blurb and regions, the software you use, your services, how it works, your terms, and optionally your places), drawn live from your partner record, so your site never says something different from Haven. Edit the words in the partner dashboard under Haven profile and Fees; on the site you write the section's heading and switch each block on or off. Remove the section like any other, and it stays removed. Add it to any page of your sites from Add section → Partner profile, or reuse the one you have from Reuse existing.
Many partners run every client's listings from a single PMS account (one Lodgify, Guesty, Hostfully, OwnerRez, Hospitable, Hostex or Track account, or one Airbnb account). You do not need a separate PMS account for each client, and you do not connect that account inside each client's Haven account. A PMS account connects to Haven once.
/partner/listings). Each imported listing shows as Not assigned. Assign listings at the top of the screen lets you tick every listing that belongs to one client and assign them all at once. For a single listing, select the Assign to client icon at the end of its row (hover an icon to see its name). You can also tick listings right in the table: tick the box on each row, or the box in the heading to take every listing shown (search or filter first to narrow it), and a bar appears with Assign to current clients and Invite client to claim properties. The first gives the ticked listings to a client who has already joined. The second sends a new client the join link with the ticked listings attached, ready for them to claim. Either one opens the same dialog with those listings already ticked. While listings are ticked, the bar takes the place of the two buttons beside the title, and Clear brings them back. The title, the filters, the search box and that bar stay at the top of the screen while you scroll the table, so the actions are always in reach on a long list. On a phone or a narrow window the title scrolls away and the filters, the search box and the bar stay. A listing that is already with a client, or already on an invite, has no box to tick.Either way, the dialog asks one question before you confirm.
You answer this each time you assign a listing. There are two choices.
You choose listing by listing. One client can have both kinds. In both cases the client has their own login and never sees another client's listings or your PMS login.
This covers direct bookings, the ones Haven takes payment for. A booking that comes from Airbnb, Vrbo or another channel is still paid out by that channel to whoever holds the channel account, which is you. You settle those with the client as you do today.
How it goes.
What the client gets. The listing, in their own account. It keeps the same site, the same links, its calendar and its reservations. Guests who book from then on pay the client's Stripe account. If you charge a share of bookings, it comes out of each booking as it does for any listing a client owns. From then on they are a client like any other: you set what they can open under Client settings, and you switch into their account from Clients.
What stays with you. Your PMS connection. It keeps feeding the listing, so photos, calendar, rates and reservations still come from your PMS. The client connects nothing. On Listings the row moves to Clients' own, and its source reads {your PMS}, yours. On the client's side the listing's sync badge reads Fed by {your name}'s {your PMS}. To stop the sync or change the connection, take the listing back first.
The site does not change on the day it moves. The listing keeps the brand, instant book setting, booking window, guest verification and cancellation policy it had in your account. After the move they are the listing's own settings.
Bookings made before the move. They stay with you. You were paid for them, and you pay the client for them the way you did before. Only you can refund them, cancel them with a refund, change their price, or claim or release their deposit. The client sees them in their reservations, marked Paid to {your name}, and is told the same if they try. Your earnings and reports keep counting them as yours. A booking request sent before the move is charged to you when it is approved. A client whose own account takes payments through OwnerRez switches to Stripe before a listing can move to them.
Changing your mind. Until the listing has moved, its row menu on Listings has:
Taking a listing back. Once a listing has moved, its row menu has Take back. You can use it at any time. The listing moves back to your account and new bookings pay you. Bookings already paid to the client stay with the client, and only the client can refund those. The client keeps seeing the listing on their dashboard, now with guests paying you, so they can still see the stays they were paid for. Unshare from {client} takes it off their dashboard. The client gets an email when you take a listing back.
When a client leaves. If you remove a client, or they leave, every listing you moved to them comes back to your account that day, and new bookings pay you again. When a client leaves on their own, you get an email naming the listings that came back. Bookings already paid to them stay theirs. After they have left, a refund on one of those bookings goes through Haven support, because the client no longer sees the listing. When you remove a client, the confirmation still lets you hand them a copy of a listing. The copy has no PMS connection.
Your partner site and your other sites. A moved listing stays on your partner site and on every other site of yours that listed it. You can also add it to another of your sites. It is now a client's listing there, so two things follow. A site-wide discount code, tax rule or gift card on that site stops applying to it, because those apply only to listings you own. And your account-wide discount codes no longer apply to it. Set its discounts and taxes on the listing itself.
What can't move. A listing whose calendar is linked to other listings, and a room of a multi-room site. Unlink the calendars first, or keep the listing with guests paying you. An archived listing has to be restored first.
Who on your team can do this. Assigning with the client paid, changing who guests pay and taking a listing back need a team seat that can make changes and handle billing. A view-only seat can't. Inviting a new client stays with the account owner.
What the client gets. Their own login and their own dashboard, showing only the listings assigned to them: calendar, reservations and messages. They never see another client's listings, and they never see your PMS login. A client's dashboard has no Integrations tab. While their listings come through your PMS connection and they have no PMS of their own, they also cannot connect one, import from one or paste a listing's link from their own login; a client who already runs their own PMS keeps it. What they can open is set under Client settings.
What stays with you. The listing stays in your Haven account and in your PMS, and it keeps syncing as before. Guests pay you, through your Stripe account, and you pay the client and send their statement the way you do today. The client's Payouts screen tells them that guest payments go to you and that their statement comes from you. Listing content follows your PMS, so the client does not get the listing editor for these listings.
Changing your mind. Unshare from {client} in the row menu takes a listing off that client's dashboard at once. Reservations and guest messages stay with you. Change who guests pay in the same menu asks the client to claim the listing and be paid directly instead. A listing has one client at a time.
New listings. A listing you add in your PMS later imports into your account and arrives as Not assigned until you assign it.
If you try to connect the same PMS account inside a client's account, Haven refuses and tells you the account is already connected to your account. That is expected: assign the listings from Listings instead. Do not disconnect the account from your business to connect it inside one client's account; every client's listings would follow it there.
Mixing setups is fine. One client can have listings that moved to them, listings you keep and share with them, and listings they connected themselves. A client who has their own Airbnb or PMS account connects it inside their own account, and guests pay them directly for those listings.
Open Listings in the partner console (/partner/listings). Every listing that was already on your Haven account when you became a partner shows as You. You do not assign each one. The Change client icon on a row gives that listing to a client, or you can move it back to Not assigned and assign it later. Listings you import after that still arrive unassigned.
With clients connected, your own dashboard (the account picker's top entry) rolls up your whole book of business:
Everything deeper — calendars, pricing, integrations, marketing — you do inside the client's account after switching. Their account is a full Haven account, so every tool works exactly the same there.
Finding a client. Every place you pick a client has a search box: the All clients filter on your dashboard's pages, the account switcher at the top of the sidebar, and the search over your Clients list. Type part of a name or email. A typo still finds them ("swnson" finds Swanson), and so do initials ("ks" finds Kate Swanson). The closest match is listed first and Enter picks it. In the account switcher you can start typing as soon as the menu is open. When you assign a listing on the partner dashboard, the client list gets the same search box once you have more than five clients.
One account at a time, in every tab. Your browser works in one Haven account at a time, and that applies to all of its tabs together. If you keep a client's calendar open in one tab and then open your partner dashboard, or pick another account, in a second tab, the first tab still shows the client but is no longer working in their account, so a change made there (a nightly price, a blocked date) cannot save. Haven tells you when that happens: the tab shows You switched accounts in another tab with two choices. Keep working in {client} puts your browser back in that client's account and reloads the page you were on. Go to {account} takes the tab to the account you switched to. To work in two accounts side by side, use a second browser or a private window for one of them.
Opening a client's listing from a link. If you open a listing that belongs to a client while you are working in another account (a bookmark, or a link someone sent you), Haven shows This property belongs to {client}'s account, which you manage with a Switch and open button, which switches you into that client and opens the listing.
Guests pay the account a listing lives in. There are three setups, and one partner can use all of them.
See One PMS account for all your clients for both.
You can run one guest rewards program across every client. Turn on Loyalty Points in your partner account (Grow your brand → Loyalty & referrals), then switch on Extended to clients under Across your clients. Guests earn your points at any client's listing and spend them anywhere in your portfolio, shown under your business name.
While your program is extended to clients, loyalty is yours alone to run: no client has a rewards program of their own, and a client you exclude (or who takes their listings out) offers no points. Set Across your clients back to Your listings only and you choose whether clients may run their own, with Loyalty & rewards in Client settings (off until you turn it on, for everyone or one client at a time). A client with it on gets the Loyalty & referrals tab in their dashboard.
You pay for the rewards, and clients are always paid in full. On a $100 stay where the guest redeems $20, the guest pays $80 to the client, Haven charges your card $20 and transfers it to the client's Stripe — the client receives $100. You need a payment method on file to switch this on. What you've funded shows per client on the Loyalty Points tab and in Clients → Costs. See Loyalty Points for the details, including exports.
A client stays in control of four things, all on by default, all disclosed on the invite page, and all changeable from Settings → Clients in their own account:
You can narrow any of these on a client's behalf; only the client can widen them again. Every change is logged with who made it and when.
Client sites use Haven's standard multi-unit sites:
See Creating Property Groups for details.
Most partners re-bill Haven's cost to their clients as part of their management fee. For large portfolios, contact us about volume options.
On Billing in the partner dashboard (/partner/billing), under Your account, two cards explain what Haven charges you. Neither is what your clients pay you; that is on Clients and Fees.
Click the line, or History, to open every bill in a side panel. Filter it by year, by what was billed (Plan, Extra listings, Add-ons) and by status (Paid, Due); the panel shows how many bills match and what they came to, grouped by month. Click a bill to see each line on it (for example "58 extra listings, for the rest of the period" or "55 extra listings, credit for time not used"), its number, the PDF and Open in Stripe. Void and draft bills count for nothing in the totals.
Settings → Clients → Subscriptions (/host?tab=clients&clientsSub=subscriptions, account owner only) lists every client with their Haven plan and who pays for it, so you can tell at a glance which clients pay Haven themselves and which you pay for:
Each row also lists every line Haven bills around the client — the plan, extra listings, domains, mailboxes, devices — with who pays each one and the current monthly amount read from Stripe, plus Client pays /mo and You pay /mo totals. Where Haven cannot read an amount it says Unknown rather than showing zero. A note at the top says how clients who join through your partner link will pay, with a link to change it on the Fees screen.
Buying domains and other add-ons for a client: whoever buys pays. When you are switched into a client's account and buy a domain, add a mailbox, order printed cards or connect smart devices, it is billed to your partner account's card, never the client's. You need a card on file first, also for a first domain or mailbox that is free for a year. Add it in Billing on your own account; only the owner of the partner account can add that card, so a teammate who is asked for one should ask the owner. What a client buys on their own login is billed to the client's own card, and they need their own card on file first.
The same chip appears in the Who pays Haven column of the main client list, so a client billed per booking never reads as one you pay for.
AI work that costs compute each time (video clips, photo AI, brand rounds, reel builds, voice, campaign drafts, blog posts) is paid in AI credits, and the rule is whoever does the work pays from their own wallet: work your team does while switched into a client's account uses your partner wallet, and work the client does on their own login uses theirs. The client's Billing card says which wallet pays for AI on their account, and clients joining through your link are told the same on the join page.
You choose how Haven is paid for your clients on Client settings, the tab at the top of Clients in your partner dashboard (/partner/owner-portal), in the How Haven is paid for your clients row. The row shows your current choice; click it to open the three choices, and picking one saves it and closes the row. Under it, Who pays the card processing fee? works the same way and decides, for every client's bookings, whether the card fee (about 2.9% + $0.30) comes out of the client's payout or is added to the guest's total at checkout; it is written onto every client's account at once and onto each client who joins later, and clients see no control of their own for it. Listing sites is on to start, so clients can preview and share each listing site. Turn it off under What clients see and that row is gone. Group sites stays. The Listing editor is off to start and lives inside Listing sites: with it off they can change nothing on the sites they can see (no editor, no adding, duplicating or deleting), and with it on they open the editors and manage their sites at whatever level your other client settings allow. The Fees screen (/partner/fees) still opens with a summary of the whole setup and shows the current choice under What you pay Haven, with a Change link to Client settings; its section list jumps to how you collect, what you charge, products, client exceptions, what you pay Haven, and payouts to you.
How Haven is paid. One choice of three:
With You pay Haven or 5% of client bookings, you need a Haven plan before anyone can join. Clients join onto your plan, so they can join through your invite link or invites only once your Haven plan is on. Until then the Invite link card reads Choose a plan to take new clients (linking to Billing), even with New clients on, and a client who tries to join is told you can't add new clients yet. Choose a plan and joins go through.
It is set when a client joins. The (i) beside the row says so, because whether you or the client pays Haven is fixed for each client on the day they join: Haven copies your choice at that moment onto that client, and it cannot be changed for one client afterwards. Changing the choice applies only to clients who join after. A client who joined while Client pays Haven was chosen keeps paying Haven themselves, and one who joined while you paid stays covered by you. The one exception is moving between You pay Haven and 5% of client bookings: that moves every client you pay for, from your next invoice. Your own listings stay on your plan either way. The Who pays Haven for your clients row on Billing shows the current choice with a Change link back to Client settings, and each client's row on Clients and Settings → Clients → Subscriptions shows the arrangement that client actually has.
When you collect through Haven, your onboarding fees, monthly fees, booking shares and products are paid out weekly to your own Stripe account — the one connected on your Payouts tab (Host Dashboard → Payouts, in your own account, not a client's). Payouts to you on the Fees screen shows what has accrued this week, your last payout, and Connected as: the business, email and bank Stripe holds for that account.
Keep this account separate from your clients'. A client who connects Stripe should do it inside their own Haven account; a teammate who connects Stripe inside your account is setting up your payouts, and the business and bank they enter are what Haven pays. If Connected as names someone else's business, the account owner can choose Not your account? Disconnect and connect their own. Disconnecting only removes the link to Haven — the Stripe account itself stays with whoever set it up — and is refused while Stripe is still holding a balance or a booking payout is still owed through it.
What the client sees. Under Settings → Subscription on their own login, a client gets three cards: Your agreement with {your business name} (what you charge, with one percentage on every booking; when you pay Haven for them per booking, Haven's 5% is folded into that percentage so they see the whole amount taken on a booking and never a separate Haven line), What you pay each month (the monthly fee times their listings, every recurring product with its transaction fee, the total a month, the next charge date, and the percentage on bookings), and, when you collect through Haven, Collected by {your business name} with this month's and all-time totals and a Billing history button that opens a side sheet of every fee you have taken, month by month, each with a status (collected, refunded or declined) and the stay behind a booking share. It is the same ledger as your Fees screen, seen from their side. A client whose listings live in your account (the keyhole) has no Settings, so the same cards sit on their Payouts screen. A client you cover never sees Haven's plans on Subscription; one who pays Haven themselves sees the Haven plan card under these. A client who pays Haven for their own plan always has Billing on their own login, including when their own account holds a paid plan while you were set to cover them, and no Client settings switch hides it.
Beyond the onboarding fee, the monthly fee and the booking share, the Fees screen has a Products section for anything else you sell clients: a one-time product (a photo shoot, an onboarding package) or a recurring one (revenue management, billed every month or year, per client or per listing).
Either side can Unlink from Settings → Clients at any time, which cuts off access immediately. Unlinking does not delete the client's account or their data — it only removes your access (and ends any billing coverage per the 14-day grace period).
Listings you moved to that client from your own account come back to you that day. Bookings already paid to the client stay theirs. See When guests pay the client.
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