> For the complete documentation index, see [llms.txt](https://docs.wandreferrals.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.wandreferrals.com/get-started/manual.md).

# Welcome

Practical help for merchants running an affiliate and referral program, plus clear guides for the affiliates who promote their stores.

> **New to Wand?** Start with [Install and onboard](/get-started/install-and-onboard.md), then use the [quick-start checklist](/get-started/quick-start-checklist.md) to launch your first program.

## How Wand fits together

```mermaid
flowchart LR
  A["Create a program"] --> B["Invite affiliates"]
  B --> C["Share links and coupons"]
  C --> D["Attribute referrals and sales"]
  D --> E["Review commissions"]
  E --> F["Pay affiliates"]
```

| I want to…                   | Start here                                                                                 |
| ---------------------------- | ------------------------------------------------------------------------------------------ |
| Launch my first program      | [Quick-start checklist](/get-started/quick-start-checklist.md)                             |
| Move from another platform   | [Bring your data](/get-started/bring-your-data.md)                                         |
| Understand who gets credit   | [How attribution works](/tracking-and-attribution/how-attribution-works.md)                |
| Invite and manage affiliates | [Managing affiliates](/affiliates/managing-affiliates.md)                                  |
| Review commissions           | [Referrals and sales](/referrals-sales-and-reversals/referrals-and-sales.md)               |
| Connect another system       | [Integrations overview](/integrations-and-api-production-rollout-gate-pending/overview.md) |
| Preview the gated API        | [Public REST API](/integrations-and-api-production-rollout-gate-pending/public-api.md)     |

## Getting started

* [Install & first-run onboarding](/get-started/install-and-onboard.md)
* [Quick-start checklist](/get-started/quick-start-checklist.md)
* [Bring your data — migrate from UpPromote, Jaka & Refersion](/get-started/bring-your-data.md)

## Programs & commissions

* [Creating a program](/programs-and-commissions/creating-a-program.md)
* [Commission types — percent, flat-per-order, flat-per-item](/programs-and-commissions/commission-types.md)
* [Commission base — discounts, shipping, tax & rounding](/programs-and-commissions/commission-base.md)
* [Tiers, auto-tier & multi-level (MLM)](/programs-and-commissions/tiers-and-mlm.md)
* [Lifetime, subscription & new-customer commissions](/programs-and-commissions/lifetime-and-subscription.md)
* [Bonuses & milestones](/programs-and-commissions/bonuses-and-milestones.md)
* [Geo restrictions & commission eligibility](/programs-and-commissions/geo-and-eligibility.md)
* [Creatives — the program media gallery *(rollout approval pending)*](/programs-and-commissions/creatives.md)

## Tracking & attribution

* [How attribution works — who gets credit](/tracking-and-attribution/how-attribution-works.md)
* [Coupon vs link tracking](/tracking-and-attribution/coupon-vs-link.md)
* [Connected customers & connected products](/tracking-and-attribution/connected-customers-and-products.md)

## Referrals, sales & fraud

* [Referrals & sales — reviewing attributed orders](/referrals-sales-and-reversals/referrals-and-sales.md)
* [Fraud monitoring](/referrals-sales-and-reversals/fraud-monitor.md)

## Analytics

* [Analytics & reports](/analytics/analytics-and-reports.md)
* [Leaderboard & Motivation settings](/analytics/leaderboard-and-motivation.md)

## Refunds, returns & chargebacks

* [How refunds, returns & chargebacks affect commissions](/referrals-sales-and-reversals/refunds-returns-chargebacks.md)
* [Commission hold period & keeping a commission](/referrals-sales-and-reversals/hold-period-and-keep-commission.md)
* [Clawback — reclaim or waive already-paid commissions](/referrals-sales-and-reversals/clawback.md)

## Affiliates

* [Managing affiliates — statuses, bulk actions, archive](/affiliates/managing-affiliates.md)
* [Approving & rejecting affiliates](/affiliates/approval-workflow.md)
* [Recruiting affiliates — add, invite & import](/affiliates/recruiting-affiliates.md)
* [Building the affiliate registration form](/affiliates/registration-forms.md)

## The affiliate portal *(controlled preview)*

* [The affiliate portal — overview](/affiliate-portal-controlled-preview/the-affiliate-portal.md)
* [Logging in to your portal *(affiliate)*](/affiliate-portal-controlled-preview/logging-in.md)
* [Getting your link, coupon & getting paid *(affiliate)*](/affiliate-portal-controlled-preview/getting-your-link-and-coupon.md)
* [Your dashboard & earnings *(affiliate)*](/affiliate-portal-controlled-preview/dashboard-and-earnings.md)
* [Your referrals & payouts *(affiliate)*](/affiliate-portal-controlled-preview/referrals-and-payouts.md)
* [Your network — recruiting sub-affiliates *(affiliate)*](/affiliate-portal-controlled-preview/your-network.md)
* [Messages & the program guide *(affiliate)*](/affiliate-portal-controlled-preview/messages-and-guide.md)
* [Your portal settings *(affiliate)*](/affiliate-portal-controlled-preview/portal-settings.md)

## Payouts & tax *(live rollout approval pending)*

* [Payout methods & payout batches](/payouts-and-tax-production-rollout-gate-pending/payout-methods-and-batches.md)
* [Thresholds, self-serve requests & automatic payouts](/payouts-and-tax-production-rollout-gate-pending/thresholds-and-auto-payout.md)
* [US tax forms & withholding (W-9 / 1099-NEC)](/payouts-and-tax-production-rollout-gate-pending/tax-forms.md)

## Settings, integrations & account

* [Settings overview — the tabs](/account-and-privacy/settings-overview.md)
* [Integrations overview](/integrations-and-api-production-rollout-gate-pending/overview.md)
* [Outbound webhooks (Zapier, Make & custom)](/integrations-and-api-production-rollout-gate-pending/outbound-webhooks.md)
* [The public REST API *(rollout approval pending)*](/integrations-and-api-production-rollout-gate-pending/public-api.md)
* [Developer — API keys, events & webhooks](/integrations-and-api-production-rollout-gate-pending/developer-api-keys.md)
* [Billing plans & what each unlocks](/account-and-privacy/billing-plans.md)
* [Privacy & data — GDPR/CCPA, exports & deletion](/account-and-privacy/gdpr-and-data.md)

## Help

* [Troubleshooting common issues](/help/troubleshooting.md)

## For developers

* [Public REST API reference](/integrations-and-api-production-rollout-gate-pending/reference.md)
* [Outbound webhooks & HMAC verification](/integrations-and-api-production-rollout-gate-pending/webhooks.md)
* [OpenAPI spec](https://github.com/wand-referrals-app/wand-referrals/tree/codex/gitbook-docs-foundation/docs/api/openapi.yaml)