Managing commissions for staff members

When making a sale to a client, you can assign a staff member to receive commission for the purchase. Before a staff member can be assigned to receive commission for a client’s purchase, you must enable commissions in your store settings and set up a commission pay rate for the staff member through their staff profile. For more information, see Setting a staff member’s pay rates.

You can also assign a staff member to receive commission for a previously sold Purchase Option or for every purchase made by a specific client.

When assigning commission to a staff member, keep the following information in mind:

• If there is more than one item in the shopping cart, you must assign commission for each item individually.
• A staff member will only receive commission for an auto-renewing Purchase Option if the payment, or reattempted payment, is successful. For more information, see Automatic Payment settings in Business policy settings.
• When selling a package in the store, the Apply commission to future auto-payments option will not 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 will not 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.

In this article:

To enable commission for staff members:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Setup. You can filter the list by entering Setup into the Search field.
4. On the Setup menu, click Store Configuration.
5. On the Store Configuration menu, click Store Settings.
6. Under Staff Commission, set the Staff commission can be applied at checkout option to ON.
7. Click SAVE.

To assign a commission at checkout:

1. Complete steps 1-9 in Making a sale.
2. 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.
3. 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
   • To allow a staff member 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 number.
4. If tips are enabled in your store settings and the client wants to leave a tip, enter the tip amount in the Tip field.
5. If one of the items in the shopping cart is a Purchase Option with a contract, click Sign Contract. Otherwise, click Proceed to Checkout.
   • If you clicked Sign Contract, the client must review the contract, and you must click one of the following options:
     • Customer Declines – The client doesn’t want to sign the contract. Click this button to remove the Purchase Option from the cart and proceed to checkout with the rest of the cart contents.
     • Customer Agrees – The client wants to continue with the purchase. To select this option, the client must first provide their signature under SIGNATURE OF PARTICIPANT AND/OR LEGAL GUARDIAN/PARENT OF PARTICIPANT UNDER 18.
       • If the client will be using a signature pad to provide their signature, click USE SIGNATURE PAD.
     • Skip Contract – The client will sign the contract later but wants to continue with the purchase. The client will be prompted to sign the contract the next time they log in to the Client Web App or the Achieve Client App.
6. 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 select Gift Cards, then you must enter the required code; the amount on the gift card will be entered automatically.
7. If you have custom notes enabled in your store settings, you can add a custom note to your receipt. For more information, see Adding custom text or notes to your sales receipt.
8. Click Complete.
   • A receipt can be printed or emailed to the client at this time. For more information, see Printing receipts and Emailing receipts.

To assign a commission on a previously sold Purchase Option:

1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
2. In the list of clients displayed, click the client’s name.
3. On the side menu, click Account.
4. On the Account menu, click Passes & Memberships.
5. You may have to browse the list, use the Search option, or filter the list to find the Purchase Option.
6. In the Action column of the Purchase Option, click the Action button and select Manage Staff Commission.
7. On the Manage Staff Commission page, select the staff member that will receive commission for the Purchase Option from the STAFF
   • If the staff member has multiple commission pay rates, select the desired pay rate from the COMMISSION RATE
   • To allow a staff member 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 number.
8. Click SAVE.