Outside Bookings

Some advisors are dual hosted — part of their business goes through their agency here, and part goes through a different host. Outside Bookings is where that second kind lives. It keeps those sales on your own record without sending anything to your agency.

Perfect for: advisors who carry a second host relationship, advisors moving business over gradually, and anyone who wants one place to see everything they sold this year.

What it does not do

An outside booking is a log entry, nothing more. It is deliberately not a commission and not a trip.

• It is never submitted to your agency
• It never appears in your commission submissions
• It never enters an approval queue
• It is never paid out through this platform
• It is not counted in your agency's sales reporting

That last one cuts both ways, and it is the point. Your agency does not take credit for business it did not place, and you keep the record.

If your agency should be commissioning a booking, do not log it here. Use Submit Commission (Lite) or the Commissions page (full app) instead. Anything filed as an outside booking is money nobody is chasing on your behalf.

Where to find it

MyAtlas and other Lite portals: Commissions → Outside Bookings.

Full app: Commissions → the Outside bookings link under your earnings.

If you do not see it, your agency has not turned it on. It is off by default, and an owner or admin can enable it under Settings → Agents.

Logging a booking

1. Open Outside Bookings.
2. Choose Log an outside booking.
3. Fill in the supplier and the client. Everything else is optional.
4. Use Booked through to record which other host the booking went through.
5. Enter the Sale amount so it counts toward your totals for the year.
6. Commission earned is optional. Leave it blank if the other host has not settled yet — you can add it later by re-logging the entry.

Your totals

The three tiles at the top cover the current calendar year:

Tile	What it counts
Bookings	How many outside bookings you logged
Sales volume	What those bookings were worth
Commission earned elsewhere	What you were paid on them by the other host

Totals are driven by the booked date, so an entry with no booked date is not counted in any year. Add one if you want the sale to show up in your annual numbers.

Who else can see them

Your agency's owners and admins can see your outside bookings on your advisor record, labelled as outside business. They cannot edit or delete them — these are your entries.

Other advisors cannot see them at all.

Removing an entry

Use the remove button on the row. Outside bookings are yours, so you can add and remove them freely.

For agency owners

Outside Bookings is off until you enable it, under Settings → Agents → Outside bookings. Turning it on adds the surface for every advisor in your workspace, Lite and full app alike.

Nothing your advisors log there reaches your commission queue, your ledger, your payouts, or your sales reporting. You can see each advisor's entries on their record in the roster, under Payments.