Skip to content
Get started

Site visits · WhatsApp · Utility

Channel partner visit slot confirmation

When a channel partner books a visit slot for a registered client.

10:24
Hi Suresh, visit booked for Anil Kumar at Aurum Greens on Saturday, 19 October, 12 noon. Registration ID CP-2291. Your sourcing manager Nikhil (98220 45678) will receive you at the sales lounge. Please come with the client — visits without the partner are logged as direct.10:02

Template

Hi {{cp_name}}, visit booked for {{client_name}} at {{project}} on {{date}}, {{time}}. Registration ID {{registration_id}}. Your sourcing manager {{manager}} ({{manager_phone}}) will receive you at the sales lounge. Please come with the client — visits without the partner are logged as direct.

Variables

{{cp_name}}
Suresh
{{client_name}}
Anil Kumar
{{project}}
Aurum Greens
{{date}}
Saturday, 19 October
{{time}}
12 noon
{{registration_id}}
CP-2291
{{manager}}
Nikhil
{{manager_phone}}
98220 45678

Meta’s editor numbers variables — {{1}}, {{2}} — in the order they appear.

Variations

Slot change requested by the sales team

Hi {{cp_name}}, we need to move the visit for {{client_name}} at {{project}} to {{date}}, {{time}} — sorry for the change. Registration ID {{registration_id}} stays valid. {{manager}} ({{manager_phone}}) will receive you both at the sales lounge.

Questions

Why must the partner come with the client?

Many developers tag a visit to a partner only when the partner attends, since that is the evidence they sourced the client. If your project follows that rule, say it in every slot message so nobody is surprised at payout time.

How is the visit proved later?

A one-time code sent to the client at the site, entered by the sourcing manager, is the cleanest record. It shows the client was there on that date, linked to the registration ID.

Tips

  • State your visit-tagging rule in the message itself; most CP payout disputes start at the visit.
  • Send the client their own visit confirmation separately — partners don’t always forward it.
  • An OTP-verified visit gives both sides proof that the client actually came.

Utility templates must relate to something the customer asked for.

Read the guide

Send it automatically

More site visits templates

Answer your next enquiry in seconds.

Get started Book a demo