The versioned terms of the Intake Dental partner program: commission structure, attribution, payout schedule, reversals, conduct and termination.
These terms govern participation in the Intake Dental Partner Program (the “Program”). They are versioned: the version identifier shown above is the one recorded against your acceptance in your partner account. Approved partners accept the current version in the partner portal before their first payout.
Applying does not make you a partner. Applications are reviewed individually and a partner account exists only once an application has been approved. We may decline an application, and we may suspend or terminate a partner account, at our discretion. Partner accounts are personal to the applicant or the organisation named on the application and may not be transferred or resold.
Unless your account has been assigned a different plan in writing, the standard Program plan pays:
for a maximum of 12 billing periods in total. Because the first billing period pays the bounty rather than a percentage, a referral on monthly billing earns the bounty plus 11 recurring commissions, after which that referral stops earning. Commissions are calculated on the pre-tax subtotal actually paid, after any discount the practice received. All amounts are in US dollars.
A referral is attributed either by your share link, which sets an attribution cookie lasting 90 days, or by your partner code entered during sign-up. A referred practice is bound to a single partner permanently, at the moment attribution is first recorded.
A referred practice can be claimed by only one referral program at a time. Where more than one program has a valid claim, the claim with the highest projected value is selected once, at the outset, and that decision is not revisited. Suppressed claims are recorded and can be reviewed on request.
You may not earn a commission on your own practice, on a practice you own or control, or on an existing customer of ours who was already in an active sales conversation before your referral.
Commissions are created in a pending state and are approved after 30 days, which covers the refund window on the underlying invoice. Approved balances are paid in the next payout batch once your approved balance exceeds your payout minimum ($50 by default). Balances below the minimum carry forward to the following batch and are not forfeited. We do not guarantee a payout date for any individual commission beyond this schedule.
If an invoice on which a commission was earned is refunded or charged back, the corresponding commission is reversed by writing an offsetting negative entry to your ledger. Ledger history is never edited or deleted. If a referred practice cancels or downgrades, the recurring share follows their invoices; no clawback is made against commissions already earned on invoices that were paid and kept.
You are an independent contractor, not an employee, agent or joint venturer. Commissions are your income, no tax is withheld on your behalf, and you are responsible for your own tax obligations. By joining the program you accept these terms.
A tax form is required before you are paid past the reporting threshold. US partners must return a signed IRS Form W-9; partners outside the US provide a Form W-8BEN or W-8BEN-E. We will request it well before it is needed. If a payout batch would take your cumulative payments for the calendar year to or above the applicable IRS reporting threshold and we do not yet have your form, that batch is held, not cancelled — your commissions continue to accrue and nothing is forfeited. The batch is released as soon as the form is on file.
Where your payments for a calendar year reach the reporting threshold, we file a Form 1099-NEC and send you a copy. If we do not hold a valid taxpayer identification number for you, US law requires us to apply backup withholding to your payments. Keeping your tax details current is your responsibility. We cannot provide tax advice — talk to your own accountant.
You must disclose your commercial relationship with us whenever you recommend the platform, as required by applicable advertising and consumer-protection rules. You must not: misrepresent the product, its pricing, its compliance posture or its integrations; bid on our brand terms in paid search; send unsolicited bulk email or text messages; impersonate us or imply employment by us; or offer a rebate, kickback or inducement in exchange for a sign-up where doing so would breach any law or professional rule that applies to you. Nothing in the Program is a payment for patient referrals, and the Program must never be used in connection with patient referrals of any kind.
Partner accounts never receive protected health information. Referral reporting is limited to the referred practice’s name and signup month. You must not request, and we will not provide, patient information of any kind through the Program.
We may change these terms, the commission plan, or the Program itself. Material changes are published on this page with a new version identifier and take effect for commissions earned after that date; commissions already earned under an earlier version are honoured under that version. Either party may end participation at any time. On termination for cause — fraud, misrepresentation, or a breach of section 7 — unpaid commissions may be withheld.
Questions about the Program, attribution, payouts or tax forms: support@intake.dental. The Program overview lives at https://intake.dental/partners.
