Commission management lets your site pay practitioners a percentage or flat amount for what they sell, calculate what each person is owed automatically, and report on it without manual spreadsheets. This guide walks through configuring it for a single site, from defining rates through to running your first commission report.
Before You Start
A few things to decide and confirm before you open Settings:
Commission is set per site. If you operate more than one location, each site needs its own commission packages configured separately, even if the rules are identical.
Access needed. Creating commission packages requires Settings/Admin access. Crediting the right person on a day-to-day order only needs Standard or Spa Manager access.
Decide the structure first. Will commission be based on gross or net revenue? A flat amount or a percentage? One structure for the whole team, or different tiers for different practitioners or services? Settling this before you start configuring will save you from rebuilding rates later.
Step 1: Create Offer Sets (optional)
Offering sets let you bundle related offerings (treatments, packages, retail products, and more) under one name, so you can point a commission rate at the whole group instead of picking items one at a time. This guide covers where to find offering sets, how to build and maintain one, and how they connect to your commission packages.
Where to find it: Settings > Order management > Offering sets (here)
The Offering sets screen lists every set you've created, showing its name and how many offerings it currently contains. From here you can search existing sets, open one to edit it, or create a new one.
Step 2: Build a Commission Package
A commission package groups one or more commission rates into a structure you can assign to a practitioner. This is also where you control how often commission is calculated for payout. Here is a guide with further details on how to build your Commission Packages.
Where to find it: Settings > Commission > Commission packages > Add commission package (here)
Step 3: Assign Packages to Practitioners
Once your commission packages exist, assign each commissioned practitioner to the one that matches their pay structure:
Go to Settings > Resources > Practitioners.
Open the practitioner's profile.
Under Details, select the commission package that applies to them.
Save.
Repeat for every practitioner who earns commission. A practitioner with no package assigned will not accrue commission, even if they're later tagged as "Sold by" on an order.
Step 4: Confirm "Sold By" on Every Order
Commission is only calculated for whoever is credited with a sale, so this step matters on every order, not just at setup.
Open the order and go to the Commission tab.
Every item lists a Sold by field, automatically populated with whoever added the item to the order.
If a different practitioner or user actually performed or should be credited for the sale, select the current name in the Sold by field and choose the correct person from the dropdown of users and practitioners. The change saves automatically.
Timing matters. Once an order has been checked out, a user with Standard access can no longer change the Sold by field. Only a Spa Manager can amend it after checkout. Orders containing only retail products check out automatically the moment payment is taken, so confirm Sold by before you take payment, not after.
Step 5: Track and Report on Commission
Two reports work together to give you the full picture once rates, packages, and sold by are all in place.
Practitioner commission report
Where to find it: Reports > Sales > Practitioner commission (here)
What it shows: Earner, commission package, period, and its total for a chosen date range.
Export: Export for a column-level breakdown.
Commission breakdown report
Where to find it: Reports > Sales > Commission breakdown (here)
What it shows: Each commission earned, broken down by practitioner, item, and date, including a reference back to the specific order it came from. Any figure can be traced to its source order if a practitioner queries it.
How to use it for payroll: Run it for the same evaluation period you set on the practitioner's commission package (Step 2) to calculate what's owed.
The order the commission was paid to will always show, in the reports, on the following day after it is checked out.