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Create a commission scheme

Create staff commissions at the organisational level and then apply them to the staff at the location level.

Dr Askari avatar
Written by Dr Askari
Updated over a year ago

  1. Click on Admin in the right hand menu.

  2. Ensure that you are at the organisation level but selecting "Organisation" in the drop down just below the page title.

  3. Click "Settings" in the Organisation Settings box and then "Commissions".

  4. Click the blue plus button.

  5. Give the commission structure a name and a description (not mandatory).

  6. Selecting "Deducting commission on refund" will mean that if a service, product or course is refunded, any commission that had been awarded will be taken back.

  7. Commission can be awarded for any or all of the following:

    1. Products sold

    2. Services performed (includes redemptions)

    3. Courses sold

    4. Total (all sales + services performed)

  8. Click on the desired section and decide the type of commission structure:

    1. Flat rate commission (this can be a % or a defined £ amount).

    2. Tiered commission

      1. The first tier must start at £0.00

      2. Enter the top end of the tier and the % commission applied to sales totals up to this amount.

      3. To add another tier, click "Add commission layer" and repeat ii.

  9. When finished, click "Save".

In the example below, if your staff member sold £10,000 of product, they would receive 5% commission on the first £1,000 (£50), 10% of the next £4,000 (£40) and 15% of the next £5,000 (£75).

Their total commission on product sales would be £50 + £40 + £75 = £165. Any other commission set up e.g. for courses sold will be in addition to this.

Once you have set up your commission scheme, you will need to:

  1. Sign staff up to the scheme.

  2. Allow services, courses and products to be included in commission calculations.

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