You can define how much practitioners and other staff earn in commission, and how often it's totalled up for payout. Each commission package holds one or more commission rates, plus the people it applies to. This guide covers creating a package, building its rates, assigning staff to it, and how it connects to the rest of your commission setup.
Where to Find Commission Packages
To find commission package settings, head to:
Settings > Order management > Commission packages (here)
The Commission packages screen lists every package you've created, showing its name, evaluation period, and whether it's your Default package. Each package can have multiple rates, with their own thresholds and evaluation periods.
Before creating your Packages, you may want to create your Offering Sets first, see guide for more details on Offering Sets.
Step 1: Create a Commission Package
Select "Add new package."
Enter a Name, e.g. "Practitioner Commission Package" or "Receptionist Commission Package."
Choose a Default evaluation period: Weekly, Bi-weekly, or Monthly.
Select "Create."
Creating the package only sets its name and evaluation period. You'll build out its rates and assign staff to it next.
Step 2: Set the Package's Evaluation Details
Default evaluation period: Weekly, Bi-weekly, or Monthly. This is how often commission is calculated and totalled for payout.
Week starts on: Shown when the evaluation period is Weekly or Bi-weekly. Pick the day the period starts on (Monday through Sunday) so it lines up with your payroll cycle.
Practitioner requested boost (%): An additional percentage applied on top of a rate when the practitioner was specifically requested by the client.
Step 3: Add Commission Rates
Rates are the actual earning rules inside a package. Select "Add rate," then configure:
Rate type: Percentage or Flat amount.
Percentage (%) or flat amount: The value to pay, matching whichever Rate type you chose.
Calculation basis: Before discount or After discount. This controls whether the rate applies to the price before or after any discount has been taken off.
Attribution: Performed or Sold. Choose who earns this rate: the practitioner who performed the item (gave the treatment or instructor that took the gym class), or whoever sold it (rang up the sale). This is how a practitioner's "performed" rate and a receptionist's "sold" rate can sit in the same or different packages.
For Sessions i.e. Gym classes, attribution is given per guest booked onto the class. Not per class. Therefore you will need to set the rate type and percentage the Instructor should receive per guest booked on to the class.
Applies to: Choose the "Offering sets" tab or the "Individual offerings" tab to define which services, packages, or products this specific rate covers.
Important! Commission is either calculated for items with an assigned practitioner: packages, appointment types, and session types or items sold by a user: Memberships, Area booking Types, Products, Vouchers, Courses & Table reservation types.
A package can hold multiple rates at once, for example 20% Performed for treatments and 10% Sold for retail, each with its own Applies-to configuration. Expand a rate with the chevron to edit it, or remove it with the trash icon.
Step 4: Assign Staff to the Package
Who gets assigned to a package depends on their role, and it happens in two different places:
Practitioners are assigned to a package from their own practitioner profile (Settings > Resources > Practitioners > select the practitioner > Commission package), not from the package page itself.
Non-practitioner staff, such as front-of-house or reception staff who sell items but don't perform treatments, are assigned directly on the Commission package page, under Staff assignments. Pick a name from the Staff member dropdown, select "Assign," then "Save changes." Remove someone by selecting the "×" on their chip and saving again.
Why this matters: This is why a package like "Receptionist Commission Package" typically only contains a "Sold" rate. Non-practitioners can't "perform" a treatment, but they can still earn commission for selling one.
Step 5: Manage Packages from the List
From the Commission packages list, select the "⋮" menu next to any package to:
Edit: Open its full settings.
Set as default: Mark this package as the Default. The Default package is the fallback used for practitioners who haven't been individually assigned a different one, so keep it pointed at your standard practitioner structure and create additional packages for exceptions (a receptionist-only structure, a senior-therapist tier, and so on).
Delete: Remove the whole package.
How Commission Packages Connect to the Rest of Your Setup
Offering sets (Settings > Order management > Offering sets) group offerings together so a rate's "Applies to" section can reference a whole group instead of picking items one at a time. See the Commission Management guide, Step 1, for how to build these.
Practitioners: Each practitioner is individually pointed at one commission package from their own settings page. Packages themselves don't list practitioners the way they list non-practitioner staff. See guide.
Orders: Packages and rates define how much someone earns and under what conditions. Who actually gets credited on a given sale still comes from the practitioner assignment on the appointment, or the "Sold by" field on the order.