> ## Documentation Index
> Fetch the complete documentation index at: https://partner-help.letsdothis.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Partner dashboard guide

> For partners: how to log in to your partner dashboard, distribute your reserved entries, and track registrations.

<Info>
  This guide is written for **partners** — charities, companies, and
  organizations that have been given a block of entries to an event.
</Info>

Your **partner dashboard** is where you manage the entries an event organizer has given you. From it you invite people to take your places, watch registrations come in, and export your data. A **reserved entry** is a place held for you to hand out using a special link.

You have a separate dashboard for each organizer you work with. The dashboard for one organizer shows all of their events you hold entries for; another organizer's events live on a different dashboard.

## Logging in

<Steps>
  <Step title="Open your invitation email">
    You'll receive a link by email. Clicking it takes you to Let's Do This.

    <Frame caption="The partner invitation email with the claim link">
      <img src="https://mintcdn.com/letsdothis-747955d5/GNXgr1s11i0oUuja/docs/ballots-applications/images/partner-dashboard-invitation-email.png?fit=max&auto=format&n=GNXgr1s11i0oUuja&q=85&s=049cdffed4527f0ea2f451992067b75e" alt="The partner invitation email containing the link that opens Let's Do This to claim access" width="3020" height="1724" data-path="docs/ballots-applications/images/partner-dashboard-invitation-email.png" />
    </Frame>
  </Step>

  <Step title="Sign in with your work email">
    Create an account with your **work email address** — or log in as usual if you already have one. Use the email address you want the permissions on.
  </Step>

  <Step title="Claim your partner permissions">
    Once you're logged in, click the button to **claim your partner permissions**.
  </Step>

  <Step title="Open your Partner Dashboard">
    In the navigation bar at the top, click **Partner Dashboard**. You'll see a list of the events you've been granted permissions for. Click into an event to open its **Reserved Entries** page or view your **Marketing opt-ins**.

    <Frame caption="The Partner Dashboard event list">
      <img src="https://mintcdn.com/letsdothis-747955d5/GNXgr1s11i0oUuja/docs/ballots-applications/images/partner-dashboard-event-list.png?fit=max&auto=format&n=GNXgr1s11i0oUuja&q=85&s=023c3b0e49c06c61146c6f3cff81b85d" alt="The Partner Dashboard showing the list of events you hold entries for" width="3026" height="1724" data-path="docs/ballots-applications/images/partner-dashboard-event-list.png" />
    </Frame>
  </Step>
</Steps>

<Note>
  Events won't show until you've been allocated entries or have marketing
  opt-ins. If your dashboard looks empty, your organizer may not have made the
  allocation yet.
</Note>

### If you can't log in

* **No invitation email?** Check your spam folder, or contact your event organizer to ask for a new one.
* **Seeing a permissions error?** You've probably logged in with an email that doesn't have permissions. Log out and back in with the exact email address the access was granted to.
* **Need access on a different email?** Ask your event organizer to send an additional claim link.

## Sending invitations to your participants

Your reserved entries work through links you send to participants, letting them enter the event themselves. Your organizer sets the rules for these links — which tickets they unlock and any discount that's applied automatically at checkout.

<Warning>
  Depending on the settings your organizer chose, reserved entry links can be
  **single-use** and tied to a specific person's email address — so a link works
  only once, for that one person. When that's the case, the recipient's first
  name, last name, and email are pre-filled, so double-check the details you
  upload to make sure each invitation reaches the person it's meant for.
</Warning>

<Steps>
  <Step title="Open the Reserved Entries tab">
    From your Partner Dashboard, select the event, then choose **Reserved Entries** in the left-hand menu. This page summarizes the entries you've been granted.

    <Frame caption="A reserved entry card on the Reserved Entries page">
      <img src="https://mintcdn.com/letsdothis-747955d5/GNXgr1s11i0oUuja/docs/ballots-applications/images/partner-invoicing-apply-discount.png?fit=max&auto=format&n=GNXgr1s11i0oUuja&q=85&s=5fd59b529331d42e45e36100ae544e3f" alt="A reserved entry card on the Reserved Entries page showing entries unallocated, with View entries and Apply discount buttons" width="3024" height="1722" data-path="docs/ballots-applications/images/partner-invoicing-apply-discount.png" />
    </Frame>
  </Step>

  <Step title="Choose the entries to allocate">
    Click **View entries** to open a page where you can view, manage, and allocate your entries.
  </Step>

  <Step title="Allocate and send">
    First, tick the checkboxes on the left to select the entries you want to allocate — you can't allocate until at least one entry is selected. Then click **Modify** and choose **Allocate**. In the window that opens, upload a CSV of your participants' names and email addresses, or enter people one at a time. You can send a test email to yourself first to see the design, then email the invitation links out.

    <Frame caption="Selecting entries and choosing Allocate from the Modify menu">
      <img src="https://mintcdn.com/letsdothis-747955d5/GNXgr1s11i0oUuja/docs/ballots-applications/images/partner-dashboard-allocate-upload-1.png?fit=max&auto=format&n=GNXgr1s11i0oUuja&q=85&s=324744774ec165e240283298e20635c5" alt="Reserved entries selected with the Modify menu open, showing the Allocate option" width="2998" height="1724" data-path="docs/ballots-applications/images/partner-dashboard-allocate-upload-1.png" />
    </Frame>

    <Frame caption="The Allocate window — upload a CSV or add people one at a time">
      <img src="https://mintcdn.com/letsdothis-747955d5/GNXgr1s11i0oUuja/docs/ballots-applications/images/partner-dashboard-allocate-upload.png?fit=max&auto=format&n=GNXgr1s11i0oUuja&q=85&s=d2fc242e96caf39a1741345d5ae58de5" alt="The Allocate window for uploading a CSV of participant names and email addresses, or adding people manually" width="3000" height="1722" data-path="docs/ballots-applications/images/partner-dashboard-allocate-upload.png" />
    </Frame>
  </Step>
</Steps>

<Tip>
  Save your sheet as a **CSV** file so it uploads correctly, and include first
  and last name columns so each email is personalized and you can keep track of
  who you've allocated a place to.
</Tip>

### Tracking your registrations

After you send invitations, you get a confirmation screen and can return to your dashboard to watch registrations arrive in real time. Sort by columns and search the table to find specific entries. Each place shows one of these statuses:

| Status              | What it means                                                                |
| ------------------- | ---------------------------------------------------------------------------- |
| **Not allocated**   | This entry hasn't been used yet                                              |
| **Allocated**       | This entry has been assigned to someone, but no invitation has been sent yet |
| **Invitation sent** | An invitation email has been sent at least once                              |
| **Completed**       | This person has successfully registered for the event                        |
| **Cancelled**       | This entry has been cancelled                                                |

Use **Modify** to send invitations again or keep allocating entries. If your organizer has given you permission, you can also cancel entries from there.

### Exporting your data

Click the **Export** button on the right to download your data as a CSV or XLSX file. The whole table is exported, including reserved entries that haven't been allocated yet. To turn a CSV into an XLSX, open it in Excel and choose **Save as** with an Excel format.

## Your marketing opt-ins

From your Partner Dashboard, select an event and click **Marketing opt-in** in the left-hand menu. You'll see a table of everyone who opted in to hear from you, including how many other charities each person opted to hear from. Click **Export** at the top right to download it as a CSV.

<Note>
  By downloading this data you confirm you'll only contact entrants about the
  event they applied for — and other events associated with your organization —
  in the ways they specified. If you bought advertising on a general or ballot
  entry form, those opt-ins also appear here.
</Note>

## What your participants experience

When you send an invitation, your participant receives an email with their reserved entry link inside an **Enter now** button. Clicking it takes them to the ticket selection page, where only the tickets available to them appear and any discount is applied automatically.

Once they complete the form and confirm their entry, they receive a confirmation email and a receipt. They can return to manage their booking from a link in that confirmation email — to view their fundraising page and event information, or update their details if anything changes.

## Discounting your entries and paying invoices

If your organizer has enabled it, you can lower the price your participants pay by covering part of the cost yourself, then settle the invoices for what you cover. See the [Partner discounts and invoicing guide](/docs/ballots-applications/partner-invoicing-guide) for how it works. If you don't see an **Apply discount** button or a **Payments** page, your organizer hasn't turned this on for your entries.

## Need more help

If something didn't make sense or you're still stuck, contact your event organizer, who can also open your dashboard to help you directly.
