If commissions are enabled in your store settings, you can assign a staff member to receive commission for the sale of a product or Purchase Option when making a sale to a client. You can also assign a staff member to receive commission for a previously sold Purchase Option.
Commissions can also be set up to be automatically applied to one or more of your staff members whenever specific products or Purchase Options are sold, or can be set up to be applied to an individual staff member for every purchase made by a specific client.
Key tips before you begin
If there’s more than one item in the shopping cart, you must assign commission for each item individually.
When a store purchase commission is split, each selected staff member gets 50% of their own commission rate.
For example, on a $120 sale:Staff A with a 10% rate earns $6 (50% of 10% of $120)
Staff B with a 5% rate earns $3 (50% of 5% of $120)
If you want your staff members to each receive 100% of their commission rate, create a new commission rate for the staff member that is double the percentage.
A staff member will only receive commission for an auto-renewing Purchase Option if the payment, or reattempted payment, is successful.
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.
Commissions for memberships are only paid when a client uses a membership with a value set in the Approximate revenue per session field (found in the membership's advanced settings) and attends a class. Otherwise, no commission applies.
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.
Manually assign a commission at checkout
To manually assign a commission at checkout:
Begin making a sale.
Under Staff Commission, set the Apply a commission rate for a staff member option to ON.
If there is more than one item in the shopping cart, click the Action
button next to the item to which you want to apply a commission and select Apply Commission.
Under Staff, select the staff member that will receive commission for the purchase.
If the staff member has multiple commission pay rates, select the desired pay rate from the Commission Rate.
If the commission should be split with another staff member, under Split With, select the staff member. Each staff member will receive their commission rate based on 50% of the commissioned item(s) price.
If the staff member has multiple commission pay rates, select the desired pay rate from the Commission Rate.
To allow the staff member selected under Staff to receive commission each time a client’s Purchase Option auto-renews, set the Apply commission to future auto-payments option to ON.
To limit the number of times a staff member receives commission for an auto-renewing Purchase Option, set the Limit to [X] future auto-payments option to ON, and enter a limit.
If tips are enabled in your store settings and the client wants to leave a tip, enter the tip amount in the Tip field.
If one of the items in the shopping cart is a Purchase Option with a contract, click Sign Contract. Otherwise, click Proceed to Checkout.
Under Select a Payment Method, select each payment method the client wants to use. In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required.
If you have custom notes enabled in your store settings, you can add a custom note to your receipt.
Click Complete.
Manually assign a commission on a previously sold Purchase Option
To manually assign a commission on a previously sold Purchase Option:
On the Top Nav Bar, click the Search button
and enter the client’s information in the box, and click their name to access their client profile.On the side menu, click Account > Passes & Memberships.
You may have to browse the list, use the Search option, or filter the list to find the Purchase Option.
In the Action column of the Purchase Option, click the Action button
and select Manage Staff Commission.On the Manage Staff Commission page, under Staff, select the staff member that will receive commission for the Purchase Option.
If the staff member has multiple commission pay rates, select the desired pay rate from the Commission Rate.
If the commission should be split with another staff member, under Split With, select the staff member. Each staff member will receive their commission rate based on 50% of the commissioned item(s) price.
If the staff member has multiple commission pay rates, select the desired pay rate under Commission Rate.
To allow the staff member selected under Staff to receive commission each time a client’s Purchase Option auto-renews, set the Apply commission to future auto-payments option to ON.
To limit the number of times a staff member receives commission for an auto-renewing Purchase Option, set the Limit to [X] future auto-payments option to ON, and enter a limit.
Click Save.