Become a Partner

Follow the below steps to apply to Caretaker's partner program.

1. Contact our team. Email partners@caretaker.com. Our team will review your information to confirm eligibility. We may provide feedback or questions to confirm that you meet our requirements and ensure your success as a partner.

2. Receive your welcome packet. Once you've been accepted to the program, our team will notify you and provide you with a welcome packet including best practices and tips gathered from other partners and materials that you can use to make it easier to refer your clients to Caretaker.

   • We will provide you with a customized URL in the following format (where the additional identifier is selected by you):
     • caretaker.com/[firstname]-[additionalidentifier]
3. Book a kickoff call (optional). Book a conversation with someone on our team to ask questions about plans, pricing, and how Caretaker works.
4. Start referring qualified clients. You'll start earning once your first client becomes a customer. Payments are made monthly during the last week of each month. For you to receive a share of their fees, a customer must be attributed to you using your personalized URL. This doesn't mean that they have to sign up when they click your link: as long as they subscribe to a plan within 60 days after initially clicking your link you will get credit for the referral.

• Set up a payout method. Payments are made during the last week of each month. To make sure you don't miss a payment, create a Caretaker account and add your preferred payout method in the Dashboard. You will receive 1099-NEC forms once your income exceeds $600.

See also

• Partner Program Basics

• Locations Accepting New Partners