Premier | Commission Set-Up

Premier | Commission Set-Up

🔍 Summary

Commission Structures in Premier allow you to incentivise staff and monitor performance. Using commission categories, sales can be grouped according to operational needs, and percentages can be assigned to products and services. This enables targeted rewards and accurate tracking of staff performance.

❓ Likely Scenario
  1. A new commission structure needs to be created for staff
  2. Commission percentages are not applying correctly to sales
  3. Users need to replicate commission structures across multiple sites
🛠️ Process Overview

You will first create Commission Categories, then set up Commission Types with associated percentages and targets. Finally, commission structures are assigned to staff members, defining which products, services, or activities generate commission.

✅ Step-by-Step Instructions

Creating Commission Category Types
  1. Log into Administrator or Manager
  2. Go to General Menu > Commission Types
  3. Click the Green Plus button to add a new category
  4. Enter the Category Name in the description field (e.g., Courses, Retail, Treatments, Personal Training)
  5. Click the Backwards Tick once all categories are added
Setting Up Commission Types
  1. Go to Commission Type Setup in Administrator or Manager
  2. Click the Green Plus button to add a new commission structure
  3. Choose one of the options
  4. Create New Staff Commission Type – input new commission levels
  5. Create New Staff Commission Type Based on Existing Type – copy commission types and levels from another site (useful for multi-site setups)
  6. Click the Green Tick to confirm
  7. In Description Type, choose either:
  8. Staff member’s name (if targets are individual)
  9. Group name (e.g., Therapists, if targets are shared)
  10. Enter the Staff Name and click the Green Tick
  11. Input the commission scales (e.g., £500 at 5%, £1,000 at 10%, £10,000 at 20%)
  12. Tick the box at the end of the table if the highest commission percentage should apply to all targets
  13. Repeat for all relevant sections
Assigning Commission to Products/Services
  1. Navigate through the tabs along the top: Appointments, Facility Appointments, Group Activities, Packages, Stock, Courses, Vouchers, Food & Drink, Misc
  2. For each tab, assign eligible items for commission:
  3. Click the dropdown next to None allocated and select the desired service (e.g., Spa Service)
  4. Click Update All to apply
  5. To omit specific items, select None from the dropdown for that service
  6. Repeat this process for all tabs to ensure correct assignments
Assigning Commission Types to Staff
  1. In Enterprise, go to Staff Setup
  2. Select the relevant staff member
  3. Click Site Details
  4. Use the Dropdown Arrow next to the Commission box to select the correct commission type
  5. The selected commission type is now attached to the staff member
🧠 Important Note
  1. Ensure all commission categories, types, and targets are correctly configured before assigning to staff
  2. Double-check that services, appointments, or products are included/excluded as required
  3. For multi-site setups, use the copy from existing type option to maintain consistency
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