When commissions are enabled in your business, staff members with the permission to modify pay rates for products and Purchase Options can set commission pay rates to be automatically applied to specific staff members whenever products or Purchase Options are sold.
This saves staff members from needing to manually assign commissions during checkout.
⚠️Caution ⚠️
When a commission is applied to a staff member after a purchase is completed, it can’t be reversed. This means that incorrect commission rates will be reflected in your reports even if the sale is voided or refunded, and all payroll calculations will need to be manually adjusted.
The following staff reports will be affected:
To avoid this, double-check that each staff member’s commission pay rates are correct when you set a staff member’s pay rates.
🔑Key tips before you begin
When selling a package in the store, the Apply commission to future auto-payments option won’t be visible at checkout unless the package is set to auto-renew, even if the package contains Purchase Options that are set to auto-renew.
When a client uses a membership to pay for a visit, commission pay rates won’t be applied unless the client is attending a class and using a membership that has a value set in the Approximate revenue per session field under Revenue & Staff Payroll Calculation in the membership’s advanced settings. For more information, see Adding a rate of commission to a membership.
📋Set up automatic commissions
To allow a staff member to receive automatic commissions on products and Purchase Options sold in the online store, follow these steps:
Enable commissions for staff members and ensure that the Apply automatic commissions for products and Purchase Options option is set to ON.
Create a new commission pay rate or edit an existing one. Ensure the pay rate has the Apply this commission for sales in the online store option set to ON.
Click the App Drawer button
then click View All > Setup > Store Configuration.On the Store Configuration menu, click Purchase Options if you’re setting up automatic commissions for a Purchase Option, or Products if you’re setting up automatic commissions for a product.
Click on the Purchase Option or Product that you want to set up automatic commissions for.
Under Advanced Settings, scroll down to Automatic Staff Commissions.
If you can’t see this section, this is because either:
the Apply automatic commissions for products and Purchase Options option is set to OFF, or
you haven’t set up any commission pay rates with the Apply this commission for sales in the online store option set to ON.
Under Automatic Staff Commissions:
Use the checklist to select which staff members will receive automatic commissions for this product or Purchase Option.
Use the menu next to their name to select the commission rate.
Click Save.