Register
An affiliate submits their details and receives a unique referral link.
Internal release room / tester guide
Trace the referral.
Tell us where it breaks.
SV Affiliate connects a referral from first click to collected revenue and payout. Your job is to test that chain, capture evidence, and help us separate release blockers from ideas for later.
THE MVP QUESTIONCan we trust the handoff from referral to revenue?
Every test should make that answer clearer.
01 / Why this exists
One system for partner-sourced growth.
SV Affiliate is the operating system for Scale Virtually affiliate referrals. It gives affiliates a trackable link, gives the team a traceable lead record, and gives finance a defensible path from collected revenue to commission payout.
01Referral link
02Verified booking
03Eligible payout
02 / Current workflow
Follow the record, not just the screen.
The lead submission and Zoom redirect are early signals. Only verified webhook data confirms the appointment.
Refer
A lead opens the referral link, submits their details, and is redirected to Zoom.
Confirm
A verified Zoom webhook confirms the appointment. A redirect alone is not confirmation.
Review
Operations and sales move the record through attendance, qualification, conversion, and collection.
Pay
Finance reviews the commission ledger and creates a payout from eligible collected revenue.
03 / MVP boundary
Know what is in the room.
Test the promise we made for the initial release, and record everything else as a future enhancement.
IN THIS MVP
- Affiliate registration and unique links
- Lead capture and referral attribution
- Zoom redirect and verified webhook confirmation
- Admin review, lifecycle statuses, ledger, and payout creation
- Exports and audit history for operational review
INTENTIONALLY OUT
- Automated payment processing
- Direct CRM or accounting integration
- Affiliate self-service dashboard
- Multi-currency and legal/tax review
04 / Test guide
Test in a straight line.
Stakeholder testing should start only after DevOps acceptance evidence is complete in the target environment. Use a fresh test email where possible. Record the exact environment, IDs, time, expected result, actual result, and a screenshot when the visual state matters.
ROUTE REFERENCE
Affiliate registration
https://affiliate.scalevirtually.com/Lead booking (no affiliate link)
https://book.scalevirtually.com/Referred lead booking
https://book.scalevirtually.com?ref=<affiliate_id>Admin login for confirmed admin only
https://admin.scalevirtually.com/loginAdmin overview
https://admin.scalevirtually.com/admin/Affiliate management
https://admin.scalevirtually.com/admin/affiliates/Lead lifecycle
https://admin.scalevirtually.com/admin/bookings/<booking_id>Commission ledger
https://admin.scalevirtually.com/admin/commissions/Reconciliation
https://admin.scalevirtually.com/admin/reconciliation/01
Affiliate registration
Register a new affiliate using a working email address, then confirm the unique affiliate ID and referral link.
CAPTURE
SubmitAffiliate ID, confirmation screen, and referral link.
02
Referred lead submission
Submit a referred lead and confirm the record is saved as a lead, not a booked appointment.
CAPTURE
SubmitLead ID, affiliate ID, attribution status, and timestamp.
03
Direct lead submission
Submit a direct lead and confirm no referral language appears when no referral code is present.
CAPTURE
SubmitLead ID, direct status, and visible copy.
04
Zoom redirect
Confirm Zoom redirect occurs after lead submission.
CAPTURE
SubmitRedirect URL, lead ID, and timestamp.
05
Abandoned scheduling
Start scheduling and abandon the Zoom flow. Confirm no appointment is created.
CAPTURE
SubmitBooking status and absence of an appointment record.
06
Zoom scheduled event
Send a valid Zoom scheduled-event message and confirm one appointment is created or updated.
CAPTURE
SubmitWebhook event ID, booking ID, appointment ID, and status.
07
Duplicate Zoom delivery
Send the same Zoom delivery twice and confirm no duplicate appointment is created.
CAPTURE
SubmitProvider event ID and one appointment record.
08
Zoom cancellation
Send Zoom cancellation and confirm booking and appointment status are updated.
CAPTURE
SubmitCancellation event ID, booking status, and appointment status.
09
Attendance review
Mark attendance as completed and no-show, and confirm the lifecycle status changes.
CAPTURE
SubmitAppointment ID, status before and after, and timestamp.
10
Sales conversion
Create opportunity and signed client records, then confirm the sales lifecycle is traceable.
CAPTURE
SubmitOpportunity ID, client ID, and won or signed status.
11
Revenue events
Record full collection, partial collection, refund, and chargeback events.
CAPTURE
SubmitRevenue transaction IDs, amounts, statuses, and parent references.
12
Commission generation
Confirm eligible revenue creates commission and refunds or chargebacks create negative reversals.
CAPTURE
SubmitCommission entry IDs, basis amount, rate, status, and reversal link.
13
Commission approval
Approve commission and confirm only approved, unpaid, positive entries are eligible for payout.
CAPTURE
SubmitCommission status and eligible entry IDs.
14
Payout creation
Create a payout from approved unpaid entries and confirm the payout items link to exact commission entries.
CAPTURE
SubmitPayout ID, payout item IDs, payment reference, and total.
15
Duplicate payout prevention
Try to pay an already allocated commission entry twice and confirm the second payout is blocked.
CAPTURE
SubmitOriginal payout ID, attempted entry ID, and error message.
16
Access and reconciliation
Confirm unauthorized admin access is blocked, then review reconciliation exceptions and CSV exports.
CAPTURE
SubmitAccess result, exception records, export files, and timestamps.
05 / Evidence desk
Make the next decision easier.
Submit one report per finding. A useful report lets someone else reproduce the issue without needing a second conversation.
Bug
The system is wrong or broken.
Immediate improvement
It works, but the experience needs attention now.
Future enhancement
Useful, but not urgent for the MVP.
Save a tester report
Reports are timestamped and stored with their evidence for review.