Revenue for Appointments, Classes, and Products in Membership

This article explains how revenue for appointments, classes, and products included in memberships is calculated.

Things to know:

• The 'Price for Staff Commissions' setting on the membership user interface will not be displayed unless the 'Track compensation by staff member?' setting is enabled. For global memberships, this setting needs to be enabled at the parent level.
• The revenue for prepaid amount covered by membership value credit is displayed as the retail value of the services, classes and products 
• Revenue is recorded in the prepaid column when reports are filtered by the time of purchase.
• When reports are filtered by the time of use, the revenue is recorded under the service, class, or product revenue column.

Contents:

• Prepaid Revenue For Memberships with Item Credits (No Staff Commission Price)
• Prepaid Revenue For Memberships (Based on Membership Item Price {Staff Commission Price})

Prepaid Revenue For Memberships with Item Credits (No Staff Commission Price)

Membership Price - $200

Item Credits - 3

The client bought this membership and used it on a service valued at $89.

Outcome:

• The ticket will display $0 for the service and display the 'In Membership' label
• The revenue reports, when filtered to 'Time of Purchase,' will display $89 as the revenue in the Service, Gross Revenue, and Prepaid columns, but there will be no entry in the Net Revenue column 
• The revenue reports, when filtered to 'Time of Use,' will display $89 in the Service, Gross Revenue, and Net Revenue columns 
• The revenue reports, when filtered to 'Time of Use (Legacy),' will display no entry in the Service, Gross Revenue and Net Revenue columns 
  
  

Prepaid Revenue For Memberships (Based on Staff Commission Price)

Membership Price - $300

Item Credits - 4

Value Credit - $100

Price for Staff Commissions - $75 for all staff members and all locations

Service's Retail Price - $90

Configuring Revenue Based on Membership (Based on Staff Commission Price)

1. Go to Business Setup > Memberships
2. Select the membership to edit 
3. Navigate to the Credits tab 
4. Click "Price for Staff Commissions" 
5. In the modal select "+ Add Commission Price"
6. Select the service, class or product; relevant staff members; and location
7. Enter the reporting price 
8. For different locations, set separate prices using the "+Add Commission Price"
9. Save the modal
10. Click the "Publish" 

If the client bought this membership and used the item credit on a service valued at $90.

Outcome for clients who purchased the membership before the commission was set:

• The ticket will display $0 for the service and display the 'In Membership' label 
• The revenue reports, when filtered to 'Time of Purchase,' will display $90 as the revenue in the Service, Gross Revenue, and Prepaid columns, but there will be no entry in the Net Revenue column 
• The revenue reports, when filtered to 'Time of Use,' will display the of $90 in the Service, Gross Revenue, and Net Revenue columns 
• The revenue report, when filtered to 'Time of Use (Legacy),' will display no entry in the Service, Gross Revenue and Net Revenue columns 

Outcome for clients who purchased the membership after the commission was set:

• The ticket will display $0 for the service and display the 'In Membership' label 
• The revenue reports, when filtered to 'Time of Purchase,' will display $75 as the revenue in the Service, Gross Revenue, and Prepaid columns, but there will be no entry in the Net Revenue column 
• The revenue reports, when filtered to 'Time of Use,' will display $75 in the Service, Gross Revenue, and Net Revenue columns 
• The revenue report, when filtered to 'Time of Use (Legacy),' will display no entry in the Service, Gross Revenue and Net Revenue columns