1. eTrading Partner Portal - http://epartner.regus.com/
April 2013

2. eTrading Partner Portal
The portal is designed for ePartners who wish to distribute Regus inventory by referring bookings directly into Titan. The first stage of the project allows management of the entire process through Registration, Authorisation, Partner Toolkit, Revenue & Commission reporting.
It delivers centralised management of all aspects of the project through:
Standard project Look&Feel
Simple Partner registration process
Full Information about and access to all eTrading Tools:
API
White Label
Buttons & Widgets
Directories
There are 4 views of the Portal described in this presentation:
A generic view available without the need for a login
A Partner view, controlled so that users see only authorised materials
A Regus Account Manager view that allows enrolment and other management of ePartners
A Regus admin view that allows complete control of all portal data
Broad Principles:
CONTROL access so only ePartners adding value to our brand distribution get access to the tools
REDUCE THE BURDEN keep admin low, turnaround times fast, and follow a self-provisioning principle s

3. 1. What all users can do (no log-in needed)
Partners are directed to the site from either a:
‘Become a Partner’ page - solutions/become-a-partner/ or a
Regus Commercial contact referral / invite
Site URL =
Non-members registration
Read Brochure (overview of all eTrading Tools)
Access to all user-facing documentation

4. Read Brochure
Access to comprehensive overview information on all eTrading tools:
The Quick Reference Guide is downloaded from the “brochure button”. It provides a guide to those methods Regus have for accepting eBookings.
Its is designed to deflect technical questions to technical people at:
It answers the basic question:
What tools are available? and
Gives links to deeper levels of explanation

5. Register Simple New Partner form after clicking Apply Now button
Partner Registration is easy:
enter name and company details, security passwords
select the tools they are interested in
48 hour registration turnaround

6. Access all external-facing documentation
Add ‘/resources’ to the end of the site URL to see the page below:
Access open to anyone – shareable URL
Regus Commercial staff access this page to service ePartners
Document Categories: Commercial, Getting Started, Support materials
All documents downloadable by clicking on the relevant icons

7. 2. What all Partners can do1
Sign-in using credentials supplied after registration
Member Sign-in reveals Welcome page 1
Welcome Page shows:
Top 5 Customers bar chart
Recent Bookings graph
eTrading news: Updates to new tools, API functionality etc.
Menu linking to Reports, Resources & Tools
Reports
Resources
Directories
Buttons and Widgets
White Label
API
Stats Overview : Bookings Made, Revenue & Commission Earned 2 2

8. Reports page - Access to all Reports
Reports page shows a set of reports that allow partners to reconcile at a glance against their own records the activity as recorded by Regus 1 1
Reports Drop-Down List
Executive Summary Report
Partner Activity Report
Partner Commission Report
Partner Commission Trigger Level Report
Partner Forward Order Book Report
Partner Revenue Report
Simple headline reporting for reconciliation; data shown is correct to the end of the previous day

9. Resources page - Access to all Resources (for document download)
Partner Resources page shows those resources that are downloadable by this partner at: 1
Download
Partner clicks on any document icon to download the file to their own system 1
Customisation
This list is customised according to the features selected at registration. So, for example, a partner who has elected not to use the API will not see any API documents.

10. Directory page - Access to all Directory functionality
Directories are self service once partner is authorised. They include a tracking code for generating commission
Directory Explanatory Text
The Directory concept is described in the text paragraphs
XML format
Comprehensive Centre details
Rich content - images
Partner Directory Configuration
Any combination of countries can be selected from the countries list
All (leave all checkboxes unticked)
One (select the individual country)
Some (select required countries) 2 1 3 1
Directory Preview & Download
URL Link to the Directory specified
Preview button (will show the XML) 2 3

11. Buttons & Widgets page - Access to all Buttons + Tracking
Left-Hand side:
Links to all types of Buttons (Animated & Static):
Buttons, Small Buttons, Banners, Half Banners, Skyscrapers, Squares, LeaderBoards
The buttons are self-service once authorised and the code contains tracking 1
Right-Hand side:
Links to all examples available for a single type:
Graphic for each individual item
Each graphics links to a White Label site which can be customised for the partner's specific journey requirements
Tracking code as needed on the target site for display of the button and tracking of revenue. This is part of the unique URL for each button. This code provides all a partner needs to add a button to a website – the JPG file itself is not required as the code refers to the image.
Note: Widgets not yet available from this page 2 1 2 3 3

12. White Label page - Access to all White Label functionality
White Labels are 24/48hour turnaround if standard tailoring is required i.e. logos, fonts, colours etc.
White Label Explanatory Text
The White Label concept is described in the text paragraphs. Available as:
Partner-branded
Co-branded
Regus-branded
Configuration options explained:
Branding
Colourways
Font colours
Font types 2
View White Label Examples
Links to each of the 3 basic types available 1 1
White Label Next steps
Fill in the Onboarding Guide and mail to: 2

13. API page - Secure access to API Partner functionality
Left-Hand side
Information about the API
How to work with the API
Features List
Generic Links to:
API Developer Portal
API Booking Skeleton
Links to Partner’s unique API ID and Authentication key:
Sandbox site
Production site 1 1 2 2
The Booking skeleton allows developers fast insight into API method calls and responses 3 4 3 4

14. 3. What Regus Account Managers can do
When an Account Manager logs in, the page they see is a dashboard.
From this page the Account Manager can control all the data for a specific partner under these headings:
Partners
Registration
Reports
Resources
White Label
Note the following:
Partner Revenue
Partner Pipeline (see Slide 14)
New Partner Registration (see Slide 15)
Partner Reports (see Slides 16-20)
Demonstrations tab (see Slide 21)
Resources page (see Slide 9) 5 1 2 3 1 2 4 3 4 6 5 6

15. Partner Pipeline This page is displayed when an Account
Manager clicks on the
link on the dashboard:
The information shown is:
Initial Registration Pipeline
Completed Registrations pending approval 1 1 2 3 2 3
To Register a New Partner click the button
The Partner Registration dialog box is described on the next slide…

16. Registering a New Partner
The Partner Portal home page screen (shown on the previous slide) has a button for registering new partner details.
Account Managers register new partners by clicking on this button to open the Register a New Partner dialog box shown here.
The required details are:
Company Name
Contact Name
Address
The selection of features required by this partner 4 1 2 3 1 2 3 4 5 6
Suppressing s
It is possible to suppress the confirmation that will by default be sent to the newly entered partner by clicking on the check box. 5
Registration
Partner Registration follows a button click. After registration they can start the process of getting a White Label site and using the API 6 15

17. Partner Reports - General
When an Account Manager clicks on the
link on the dashboard, this
page is displayed: 1
There are nine different reports available from the drop down.
Of particular interest are the:
Partner Activity Report
Performance League Table
Partner Commission
These are described in the next 3 slides… 1

18. Partner Activity Report1
This report is generated using a Start and End date
Select the required Partner from the drop down:
Click to generate the required report
Outline Report is shown onscreen
The Detailed Report is available from this button 2 1 2 3 3 4 4 5
It depends on your level of responsibility as to how many partner records you can see - e.g. a Regional Manager will see all partners in their region 5
This screenshot is a sample of the Detailed Report
Reference No
Country
Centre No. etc. 6
Export to Excel 6

19. Performance League Table
The Report shows a list of all Account Managers with their achievements shown in terms of the absolute amount of:
Revenue This Month
Revenue This Year
The chart shows Combined Revenue
Further sections of the report using the same format show Revenue per Region and Revenue by the Top 10 Partners 1 2 3 1 2 3

20. Partner Commission Report
The Report shows a graph of commission earned by an individual partner over a specified period.
Select the period using the From & To fields
Select the Partner from the drop down list
Click the button to generate the onscreen report
The chart shows Commission earned on a monthly basis, indicating the number of bookings and the revenue that generated this commission. 1 2 3 4
For more information click Show Details button 4
The extra information shows booking details such as booking ref, country, centre number etc.
To save, click Export to Excel 5 5 19

21. Partner View 1 Click the Partners tab for the Partner View
The Partner view gives overview information about each partner under a set of headings:
Company Name
Country Name
Products
Account Manager Name
Each record can be edited
Scan through the records using the arrow buttons 1 2 2

22. Demonstrations 1
Click the Demonstrations tab for the Demonstration View 1

23. 4. What Admin Users can do
When an Admin logs in, the page they see is a dashboard.
From this page the administrator can control all the data for the site in each of the following categories:
Registrations
Partners
Resources
Users
Buttons & Widgets
Directories
Transactional API
White Label