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Admin employees commission plans include all services or products that DO NOT have a linked therapist The employee MUST have a roster during the final paymentAND
Services > they were the sales person on the original booking made
Products > they were the sales person on the sale
Example
Services with no therapist - ie Sauna
Products that were not prescribed - eg books or off the shelf vitamins
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Practitioners example
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Employee
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Therapists
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C
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Products made up on site - price typed into POS
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Products prescribed by clinician during consult
Therapist portal
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Products from shelf stock - commissions
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Packages Sold
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Rent
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Room Renter
Company
Multiple contractors attending
Contractor Direct
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Representative for company with role “Company Therapist”
AND Therapist Certificates AND Roster
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Flat % all items
% of Final Payment
% of missed booking Deposits
% of cancellation fees
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% of prescribed products commission
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% of prescribed products commission (product category based)
eg Naturopathic tinctures made up in session 90%
eg Shelf Stocked general items 15%
eg Books 5%
etc
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Weekly or Daily
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Room Renter
Individual
May have contractors attending
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Contractor Direct
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Therapist Certificate AND Roster
% of Final Payment
% of missed booking Deposits
% of cancellation fees
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Naturopath
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no
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100%
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Commission to clinic 10%
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Commissions paid
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yes
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Weekly or Daily
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Practitioner 1
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yes
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$ per treatment
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Commissions paid
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yes
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yes
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Practitioner 2
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no
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100%
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100%
Commission to clinic 10%
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Commissions paid
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yes
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Weekly or Daily
Commission Plans
Commission plans apply to the following items
Sessions carried out by them
Sessions carried out by their subcontractors
Sessions
Setup of a Therapist
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Each Therapist will be setup as an Employee so they can login to the system and use the Therapist Portal
Commission Setup: Only Contractors are paid commission
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Commission is not calculated for Employees
Contractors
These Therapists get paid for the sessions they do in clinic and for prescription items
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Commission Plans
Therapists or companies that get paid commission need a Creditor Record - with link to a commission plan.
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Example commission plan
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Contractor via another entity
The entity needs a Supplier Record with linked commission plan
The Person Needs a link to the entity they are contracted to
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Relationship Type Setup
This is a special relation type of “Contractor”
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A % commission on services completed from zero to 100%
BUY GL account from the service sold
If supervised
employee needs a supervisor% (or amount) to go to supervisor
if a supervisor
% (or amount) of supervised people
A % of prescribed products sold
% of RRP - Many products are standard stocked products
Sell GL account from Stock Article > otherwise from Control Account “Cost of Sales”
Stock > Article Categories > Need a default Sales Commission %
Some products are special (not stocked - ) created on the day - really a service)
Service of special type “Fabrication”Sell GL account from service
Stock > Article Categories > Need a default Sales Commission % (over rides above)> otherwise from Control Account “Cost of Sales”
Testing your setup
Commission plan examples
Examples for therapists
Examples for Admin staff
Suppliers
Company example
Therapists related to the company as SubContractors
Individual examples
Therapist
Admin Staff
Individual supplying subcontractors example
Therapists related to the individual as SubContractors
Rosters setup
Rosters for the therapists
Rosters for admin staff
Book Sessions
Sessions with a therapist
Sessions with no therapist
Complete sessions
Complete some with full final payment
Complete some using bulk buys
Complete some using Bundle buys
Complete some with deposit retained
Complete some with deposit credited or refunded
Complete some missed or cancelled with cancellation fee
Full Test
Completed session | Cancelled session and “Therapist Paid for Missed Session” | Missed Session and “Therapist Paid for Missed Session” | Prescribed products on completed session | non prescribed products | |
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Company A | Representative Therapist | Representative Therapist | Representative Therapist | Representative Therapist | |
Individual with subcontractors | Therapist Representative Therapist | Therapist Representative Therapist | Therapist Representative Therapist | Therapist Representative Therapist | |
Individual therapist | Therapist | Therapist | Therapist | Therapist | |
Admin Staff | On original booking order as Sales Rep | On Order as Sales Rep |
Journals on Session Completion as basis
Completed session journals to customer that are included in commission calculations - include GREEN cells
Therapists receive based on being the therapist on the session AND where prescribed products were purchased at checkout.
Admin staff receive based on being the sales rep on product sales AND being the sales rep on original booking orders.
Sessions > Admin and Therapists may double dip - ie both be paid for the same session
Products > Admin and Therapists do NOT double dip - if a therapist is paid then ADMIN is not paid
Values this could be | DR | CR | |
|---|---|---|---|
Service |
| $ Value | |
Deposit | Deposit amount if taken | $ value | |
Discount | Discounted % or amounts | $ Value | |
Cancellation Fee | $ Value | $ value | |
product Sale | $ value |
Business Flow Diagram Example
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