Compensation on Membership Sales

Modified on Fri, 11 Sep at 10:38 AM

Commission earned when selling a membership is separate from the commission earned when a client redeems a membership credit. membership sales commission rewards the staff member responsible for making the initial sale.

Things to know:

The ability to configure commission for membership sales is governed by the "Accessing Staff Compensation" access control setting.
Membership sales commissions can be set up as either a Flat Amount (a fixed dollar payout per sale) or a Percentage (a set percentage of the membership sale price).
Commission on membership sales applies strictly to the initial membership sale. It does not apply to ongoing monthly or recurring membership renewal charges.
For a staff member to earn commission on a package sale, all of the following conditions must be met:
A staff member must be selected in the "Sold By" dropdown on the POS ticket before closing. If no employee is assigned to the sale, no commission will be calculated for anyone.
The staff member making the sale must be clocked in under a commission-eligible work type. If they are clocked in under an ineligible work type at the time of checkout, no commission will be generated.
Commission applies only to tickets closed after the commission structure was saved in the staff member's profile. Past closed tickets are not updated retroactively unless the "Update historical data" option is selected when saving the profile update. Example: Jane’s 5% memebership commission is configured on June 1st. Because her May tickets were already closed and "Update historical data" was not checked, no commission will appear for her May membership sales.
When discounts or promotions are applied to a membership sale, commissions are calculated based on your account and promotion settings:
- Custom Discounts (Manually Applied at POS): Controlled by the "Calculate Product Commissions Post-Discount?" setting under Business Setup > Settings:
- If set to YES: Commission is calculated using the discounted membership price (after the discount is applied).
- If set to NO: Commission is calculated using the original membership price (before the discount is applied).
- Promotions (Manual or Automatic): When a promotion is applied, commission calculation follows the specific pre/post-discount rule configured directly on that individual promotion.
Full Refunds: When a ticket is fully refunded, any commission previously earned on the transaction is completely removed from the staff member's Compensation Report.
Partial Refunds: If a ticket is partially refunded, the staff member's commission is automatically recalculated and adjusted based on the remaining un-refunded amount.

Contents

Set up Commission
Assign Staff for Membership Sales in POS

Set up Commission

To set up a commission for membership sales:

Navigate to Business Setup > Staff & Availability
Filter by the desired location
Select the staff member's profile
Scroll down to Compensation Reporting >Membership Commissions section
Set the commission type to flat amount or percentage, then add the value

Assign Staff for Membership Sales in POS

To assign staff for membership sales in POS:

Navigate to POS > New Ticket
Add a client
Select the Products tab on the right
Choose the desired membership
Choose the staff member who should receive the commission for the membership sale from the "Sold By" dropdown menu
Take payment and close the ticket