1. Go into the client’s dashboard and go to the “Settings” tab.

2. Under “Settings,” go to “Affiliates” (found in the sidebar on the left side).

3. Click “Add Affiliate.”

4. Under “Affiliate to add” refer to the Affiliate shortnames list above. Remember that the affiliate shortname to add depends on the currency accepted for activities.

5. Under “Pricing” in “Total pricing” select “Online” from the dropdown.

6. Under “Permissions,” select “Affiliate can see prices” from the dropdown.

7. Under “Payment Default” select “Charging Card” from the dropdown.

8. Click “Add Affiliate”

Enter the company shortname (can be found in Airtable project card) to auto fill company settings from the dashboard at Site creation (Importing activities on live sites or post-creation will not update Company Settings). Remember this import is possible only when the Affiliate API is added to the Dashboard, which should have been completed already as indicated here.

• Demo Dashboard is selected for training purposes,

• Production Dashboard is used outside of training

This field must match to the Affiliate currency that was added to the FH Sites Affiliate Shortname on the FareHarbor Dashboard

This is used when choosing to import specific items from the dashboard as opposed to all the items on the dashboard. This is achieved by adding the Dashboard Item #s and separating each number by a comma.

The “Activity Importer” has different checkboxes to import items a specific way:

Include items that already exist in activities

• For one-off situations such as something that would require a duplicate page with a different booking link and when duplicating the existing pages doesn’t give the desired outcome.

Import items as drafts as opposed to published activities

• Allows you to publish the activities as they are finished, and better track what you have left to do on the build.

Import total price (tax included) for activities

• If the client’s site prices experiences according to the Subtotal at checkout, you should use this option during import.

• Recommend especially for regions that typically show the final price of the product (EU).

Import activities as affiliate activities

• Useful anytime the client wants to resell activities from outside their company (usually meaning any time the activity comes from a different shortname than is in Company Settings).

• If this is a part of the new build, an integration doc should be a part of the airtable card under the “ASN Partner Info” field.

Parse activities’ item descriptions into sectioned content

• Useful when there is an extensive amount of content that would benefit from being broken up into smaller chunks of sectioned content.

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