Review and Approve a Client Request (Haven Partners)

When a prospective client asks to work with you, their request lands in your partner dashboard. You review it, then approve it to send their personal join link, or decline it. You do not have to mark a request in review first: Approve and send join link works straight from Requested. This article follows a request from the moment it arrives to the moment the client joins.

Where requests come from

A request arrives from one of three places, and each one is labelled on the request:

Haven partner page — the lead form at the end of your page on Haven's partner directory.
Your website — your lead form on one of your Haven sites (the Work with us page, or anywhere you placed it), or the form embedded on a website Haven doesn't host.
Started by you — a request you opened with Start an intake, which emails the client your lead form. Until they fill it in, the request says it is waiting on their answers.

Haven emails you for every new request, with a link straight to it. Where the form shows and how to edit its questions is in Partner Mode: Client Requests.

Find and open a request

Open your partner dashboard and go to Clients (/partner/hosts).
Under Client requests, click the request.
A side sheet opens with the client's name, email and phone, the source and when they asked, their answers to your lead form, and a Private note only your team sees. The note saves a moment after you stop typing.

The buttons under Next step change with the request's status:

Status	Buttons you see
Requested	Mark in review, Approve and send join link, Decline, Cancel request
In review	Approve and send join link, Decline, Cancel request
Approved	Cancel request and Resend join link
Declined	Reopen
Canceled	Reopen
Onboarded	None. A request moves here on its own once the client finishes joining.

Mark in review is useful when you want a conversation first: it tells the client you are looking at their request. Skip it when you already know you want them.

A teammate on a Viewer seat can read requests but sees no buttons, and cannot edit the note.

Approve and send the join link

Check the Onboarding fee line above the buttons. It starts on your default from the Fees screen.
To price this client differently, choose Change for this client and pick Waived or Custom (enter the amount). If you have no default onboarding fee, the link reads Set one for this client and the choice is No fee or Custom. When you are set to No fees, there is no fee to choose and the line says so.
Click Approve and send join link. Haven confirms with Approved. Join link sent to the client's email.

The client gets an email, in your name and brand, with their personal join link. It opens your signup page: your own steps if you added any, then their account, their place, and your agreement with the onboarding fee you set. When they finish, the request moves to Onboarded and they appear in your Clients list.

If the email went astray, Resend join link sends it again. Until they join, the fee can still be changed from the Fee icon on their row under Pending invites (partner dashboard, Invite page); the link they already have stays the same. See what you charge clients.

Decline or cancel a request

Both ask before they go, and both can be undone with Reopen, which puts the request back in review and sends the client the "we're reviewing" email.

Decline opens Decline this request? We email the client a polite note that you can't take them on.
Cancel request opens Cancel this request? No email goes out. A join link you already sent stops working. Use it to close a request quietly, such as a duplicate or a test, or to withdraw an approval before the client joins.

What the client gets at each step

Every email goes out under your name and brand.

Status	What the client gets
Requested	A thank-you email as soon as they send the form.
In review	A "we're reviewing" email.
Approved	Their personal join link, with your signup page, terms and any onboarding fee.
Onboarded	Nothing new: this is set automatically when they finish joining.
Declined	A polite no from you.
Canceled	No email. A join link you already sent stops working.

Resend lead form appears instead of Resend join link on a request you started with Start an intake that the client has not filled in yet. Either resend goes out at most once a minute.

Not a client? A guest asking to book one of your listings sends a booking request, which works differently. See Approve or Decline a Booking Request.