Setting up commissions

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This feature is available on these plans (view pricing)

Kick Starter
Nail & Scale

This article covers how to set staff commissions for services and products. Commissions can be calculated as a fixed dollar value or percentage % per:

  • Hour

  • Booking

  • Course

  • Product

Once commissions are set, please refer to the following articles which outline the commission process and how to pay your staff, including the creation of commission invoices (also referred to as Recipient Created Tax Invoices):

Note

Commissions need to be set up for each service and individually for each staff member. 

Setting a commission rate for a staff member

Steps

  1. Navigate to Setup > Accounts & Security > Staff & Admins

  2. Select the relevant staff member

  3. Navigate to the Services tab

  4. In the commission column, click the Set Commission link or the existing commission rate for a service

Staff - setting up commission


  1. Enter the commission Rate (this is the amount that they will receive, not that the business is keeping)

  2. Set the commission Rate in currency ($) or percentage (%)

  3. Set commission to be Per hour, booking, or course

  4. Click Save

Staff - setting up commission 2


  1. Repeat these steps for each service for that staff member



Removing staff commissions

Steps

  1. Navigate to Setup > Accounts & Security > Staff

  2. Select the relevant staff member

  3. Navigate to the Services tab

  4. In the commission column, click the existing commission rate

  5. Click Remove Commission link in the bottom left of the window

Staff - removing commission


Setting commissions for products

Commissions can be set against products and will be used for any admin product sales. Any web sales that are created by the client will not have a sale’s person allocated, so no commissions will be allocated for those.

Steps

  1. Navigate to Setup > Shopping > Products

  2. Select the product

  3. Under Staff Commission set the commission rate in currency ($) or percentage (%)

  4. Click Save

  1. For the commission to be allocated to the correct staff member, select them as the Sales Person on the product sale.



Additional commission settings

Additional commission settings can also be configured. These include if you want to allow commissions to accrue on cancellations and attended bookings, and if any cash payments are kept by the instructor etc.

Steps

  1. Navigate to Setup > Business detail > Finances tab

  2. Select your desired options

  3. Click Save