- Intro to Package Setup
- Step 1: Member Services
- Step 2: Packages
- Step 3: Terms
- Step 4: Taxes
- Step 5: Member Service Commission
- Step 6: Sales Commission
- Step 7: Pay Period Admin
Topic: To explain and explore the Sales Commission section of Club OS’ Package Setup.
Purpose:
Sales Commission is an avenue in which a club may incentivize staff on selling service packages. The commission can be configured for a single employee or an entire staff.
Procedure:
Begin by clicking the Sales Commission tab of Package Setup.
Next, select the employee(s) to which this commission applies.
(Note: If so desired, a club can apply a commission toward its entire staff. This is achieved by clicking ‘All Employees’.)
To add a commission, click the ‘Set New Sales Commission’ link.
This will take you to the ‘Set Sales Commission’ page, as seen below.
The Sales Commission setup page is comprised of two parts:
Here, the page has been broken down for easier notation. Fill out the fields as needed. (Red boxes are mandatory.)
A. Set Sales Commission
- Regions: This box will show all the locations that a User has access to.
Note: If a service is to be assigned to all locations, this can be done by selecting all locations simultaneously.
- Effective Date: The date in which the commission first takes effect.
Example:
B. Commission Tiers
3. Pay Rate: Shows what percentage of a sale that staff will be paid as commission.
4. Total Sales: Displays the qualifying sales figure(s) from which the pay rate is
pulled.
Below is the most basic instance of commission: Tier 1. In this, whether an employee is responsible for a club collecting $1 or $1,000 on a package this pay period, that staff nets whatever locked percentage that an Admin appoints. (Example: Here, staff is set up to make 5% of any gain.)
To increase incentivization, click ‘+Add Tier’. A second tier will appear.
Notice how Tier 1’s Total Sales has been amended. No longer will Tier 1’s 5% rate apply to every earning. Now there is a cap for the Admin to install. Upon installation, Tier 2 will automatically take that Tier 1 cap as its new Total Sales minimum. (Example: Now staff is set to net 5% of gains between $0 and $10.)
Lastly, make sure to insert a second pay rate.
(Example: The above example now depicts a structured commission in which staff can net 5% of earnings between $0 - $10, and 15% of any total sales higher than $10.)
If an Admin so desires, additional tiers can be added -again, accomplished by clicking ‘+Add Tier’.
Once the commission is complete, click ‘Save’. This commission will now display on the Sales Commission page.
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