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Method Partner Portal

Understanding the Method Partner portal.

Updated over a week ago

This article will review the various areas within the Method Partner portal. When logged into the Partner portal you will see the following view and navigation options.

Hovering your mouse over the Partner Dashboard will display a secondary menu. 

Note: If you do not see the Partner portal view above, this article will help get you there

This article will cover the following links:


The partner dashboard is the first link in dropdown menu and takes you to the 'home' page for the partner portal.

On this page, you will find

  • A visual graph of data displaying the number of Method accounts you have referred as a Partner within the specified date-range. (Empty in the above image.)

  • A link to a video giving a guided tour for the partner portal.

  • A link to the help center. A very important place. You're probably reading it right now.

  • Information about your dedicated Method Rep where you can also schedule a 1 on 1 Session by selecting the green button labelled "Schedule a 1:1 Session".

To return to your normal customer portal, click the Home link, where you can update your contact details and pay transactions.

Note: Your contact details are important and used in many parts of our Partner program including your listing on our sales site and any dynamic (Partner branded) marketing material. Ensuring these details are current is important.

Most commonly used details include (name, company name, phone, email, company logo, and profile image). These details can be updated by editing your profile.

Referred Accounts

When a client successfully uses your referral link to sign up for a trial with Method, they'll appear in this list. Clicking a particular row will display the invoice history for that account (up to 2 years in the past).

Leads / Prospects

Your Referral Link is used by your clients to sign up for a free trial of Method. If the customer converts their trial into a paid subscription, it will count towards your commissions. 

Note: Copy your referral link and share it via email, your website, or social media to get more leads.

It is important to protect your efforts by registering your prospects and potential Method referrals.

Manually Adding a Lead

If you wish to add a lead without using your referral link, you can submit the referral within your Partner portal as soon as possible. 

To submit a new lead: 

  1. Log into the Partner portal.

  2. Navigate to Leads / Prospects.

  3. Click the New Lead button at the bottom of the screen.

  4. Fill out the form on the screen.

  5. Click the Submit button.

If a Referral is Not Linked to You

In the event your referral did not use your Referral Link when subscribing to Method, you may request a review to have us manually associate the referral with your Partner account.

Reviews will only be accepted:

  • For leads submitted within the Partner portal on or before the client subscribes to Method.

  • For leads up to 3 months from the client subscription date.


This area of the portal provides resources to help our Method Partners learn more about Method and refer more of it to prospects and clients. 

  • Featured Content - new and featured resources.

  • Connect with us! - Other social media platforms to chat with us.

  • Partner Update Calls - Slides and videos from the latest partner update call.

  • Getting Started - Resources to help you get started with the Partner Program.

  • Partner Marketing Kit - Resources to use when marketing Method.

  • Partner Sales Kit - Resources to help you learn how to pitch Method.


This section of the Partner portal provides Partners with information on the Method certification test.

The test will contain questions on the following subject areas for Method.

  • Product Benefits

  • Using Method Apps

  • Basic Implementation

  • Customization Benefits

  • Integrations

  • Users / Pricing & Partner Perks

Further details can be found by logging into the Partner Portal and navigating to the Certification tab.

Partner Listing

NOTE: This is also the area where you can update your Partner Listing, what displays on the Method website when people wish to Find a Partner.


Referral commissions are calculated at the beginning of each month for the prior month. For example, January’s earned commission will be paid by end of February (or sooner). This delay is to ensure commissions are properly calculated and for any necessary manual adjustments.

These will be directly deposited into your account, but you will must enter in your direct deposit details. In the above image, the direct deposit details have not been entered.


Throughout the year, Method may issue a 'challenge' where Partners will complete different goals throughout a specified period.

Beta Programs

This section provides an exclusive beta program for our Method Partners available within the Partner portal that will enable our community to get involved and help shape the future of Method. Various product beta programs will be available at various times of the year.

Partners can expect the vast majority of our beta programs to include:

  • The beta and description of the beta

  • Help resources and links for detailed information

  • A built-in form to provide direct feedback to our team on the area of Method 

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