How to set up Personal Training Commissions?

Introduction

From this article, you will learn the how an exemplary configuration process of Commissions for Personal training looks like. If you would like to learn how to use the Commissions, read the Assumptions presented below and analyse the 

• This article is dedicated for PG Champion, Administrator, Club manager and Club Owner. 

Before you start 

Accessing the Commissions module requires specific system permissions. Make sure you have access to the System administration / Commissions permission. 

Make sure you have a Personal Training product set up in advance. It needs to have Category: Personal Trainings and Service type: PersonalTraining.

Also, make sure that you are familiar with the Commissions module: 

• Commissions module overview
• How to set up Commissions? - Basic configuration

Instruction 

Assumptions

• You have a monthly commission for performing personal training sessions
• Commission is calculated at the end of the month
• You have one rule for all training sessions in all clubs
• You require the training to be marked as done to get the commission
• You need to make at least 3 training sessions a month to get any commission
• After that you grant 20% of the training value to the employee for every training
• If 10 or more training sessions are done, you give 30% for every training (including the first 10)
• For every training above 15 you give 50% (but first 14 training sessions get only 30%) 
• One of your Personal Trainers has even better commission - for 10+ training sessions he/she gets 50% of the training value

Configuration steps

How to set up Personal Training Commissions?

1. Go to the PGM -> Clubs -> Employees -> Commissions 

2. At the top of the page on the left side select Manage 

3. Click on Add Commission schedule button 

4. Fill in required fields:

• Name - add a name.
• Calculate commissions from date - at which date should the commissions schedule start.
• Schedule frequency 
  • CALCULATE COMMISSIONS EVERY - Enter 1
  • Select Months on the right hand side
  • CALCULATE COMMISSIONS AT - Choose End of month
• Click Save

5. Click Add rule next to the respective schedule 

6. From the drop down menu choose Personal trainings

7. Add a Name

8. Set COMMISSION BASE as Amount of personal trainings done

9. Make sure you have ticked these checkboxes:

• In Training levels:
  • Apply to training on any level
• In Employee skills:
  • Apply to employees on any level

10. Under Additional conditions:

• BOOKING STAUS - select Only completed trainings from the drop down menu
• Make sure you have ticked the checkbox Do not count trainings if product was returned

11. Make sure you have ticked the following checkboxes:

• In Assigned clubs:
  • Apply to all clubs
• In Assigned employee positions:
  • Apply to all employee positions

12. In Commission thresholds click Add threshold

• Set COMMISSION BASE as 3, COMMISSION VALUE as 20 and select % of trainings gross value from the drop-down menu.
  • Tick Override checkbox.
• Set COMMISSION BASE as 10, COMMISSION VALUE as 30 and select % of trainings gross value from the drop down menu.
  • Tick Override checkbox.
• Set COMMISSION BASE as 15, COMMISSION VALUE as 50 and select % of trainings gross value from the drop down menu.
  • DO NOT tick Override checkbox here.

By unticking the last Override checkbox your Personal Trainer will receive 50% commission for every completed training above 15 (for the first 14 training sessions he/she will get only 30% commission) .

13. Click Add new commission table specific for employees

14. In Employee specific commissions under ASSIGNED TO EMPLOYEES choose a Personal Trainer whom you want to award with a higher commission.

15. Set COMMISSION BASE as 10, COMMISSION VALUE as 50 and select % of trainings gross value from the drop down menu.

• Tick Override checkbox.

16. Click Save

17. Test out the Commissions' set up. 

Commissions are updated every day, but to test your configuration you will want to run the calculations on-demand.

18. Click on three dots icon on the right side of the commission schedule you have just created.

19. Choose Recalculate schedule from the drop-down menu to run the commission calculation:

Calculating commissions may take some time, especially in case of a more complex setup.

20. After finishing, go to the Calculated commissions tab at the top.

21. To see the report, click on the file icon on the right side or download it as an Excel file. 

Commission will be calculated and visible in the report only for completed Personal Training sessions.