Definitions

Customer: A customer may interact with multiple clinicians and also purchase products.

1. A customer is not considered to be owned by any clinician

Services: Therapy services provided by clinicians

1. clinician rates are decided by the clinic (in consultation with all clinicians that provide each service)

2. Clinicians earn % (or $ value) set by service category

Products : Physical products sold that may be shelf stock or made to order

1. Clinicians earn % (or $ value) set by product category

Suppliers: Earn commission by providing services

1. An individual may be a supplier

2. A Company may be a supplier

3. A supplier is linked to a commission plan

Types of Clinicians

1. Clinicians may be employees

2. Clinicians may be contractors

3. Clinicians may be room renters

   1. They may provide subcontractor clinicians as representatives

4. A Company may be a room renter

   1. All Clinicians are Representatives

Representatives

Representatives have a relationship with another supplier that gets paid for their work

They have a Relationship of type “Contractor”

1. Parent supplier is the entity that gets paid ( a person or a company)

2. Child is the Therapist (person)

Therapists earnings

Commission Setups

Note: Therapists that are Representatives do NOT have a separate commission plan

Each Supplier is linked to a commission plan. The commission plan enables

1. Commission by product or service category

2. Commission by product brand

3. Commission by individual SKU

The commission plan is setup with a sequence which is used to determine the % to apply. The commission plan works down from lowest sequence to find the % applied and stops once one is found.

Note:

1. Cancellation fees can be put in a separate service category if different commission plans treat them separately

2. Sessions that are cancelled or missed need to be ticked “Therapist paid for missed session” to be included

   1. Room renters - this is ticked by default

   2. Contractors and Employees that are NOT Room Renters

      1. Therapist paid for missed session is:

         1. NOT ticked by default

         2. AND when ticked requires notes in Therapy notes (of what they were doing)

Example product sale

1. VITC Product in “Vitamins” category and Brand “ClearAndNatural”

2. Commission plan

   1. Seq 10 = VITC (Product) = 25%

   2. Seq 20 = ClearAndNatural (brand) = 12%

   3. Seq 30 = Vitamins (category) = 5%

3. The result would be 25% - the first commission found that the product falls into

Example Cancelled Session - Deposit Retained

1. Session Service “Therapy1” in product Category “HandsOn” with brand “Premium1”

2. Cancellation Fee Service “Cancellation fee” in product category “CancelFees” and no brand

3. Commission Plan

   1. Seq 10 = Premium1 (Brand) = 85%

   2. Seq 20 = HandsOn (Product Category) = 50%

   3. Seq 30 = CancelFees (Product Category) = 45%

4. The result would be 85% of the deposit retained + 45% of the cancellation fee

When is commission earned

Commission calculations can be run anytime and will find any bookings that commission has not yet been paid

Earnings are based only on completed services or sales

1. Session delivered and paid for

2. Session missed or cancelled (if session ticked “Therapist Paid for Missed Session”)

3. Products paid for and provided

Active sessions are NOT considered completed

Value of commission earned

Commission calculation is based on Commission plan linked to the supplier AND the sessions linked to the therapist.

Room Renters

Room renters are considered to be running their own business from the venue

They typically expect a high % of all items including cancellation fees

• Remember to ensure the cost of credit card transaction fees is recovered

Contractors

Contractors are providing a service

They typically expect a medium % or amount per item

Employees

Employees are typically paid some incentive (perhaps $ or % ) of sessions and prescriptions

Concierge Employees

Admin employees commission plans include all services or products that DO NOT have a linked therapist AND

1. Services > they were the sales person on the original booking made

2. Products > they were the sales person on the sale

Example

1. Services with no therapist - ie Sauna

2. Products that were not prescribed - eg books or off the shelf vitamins

Setup of a Therapist

Each Therapist will be setup as an Employee so they can login to the system and use the Therapist Portal

Open

Commission Plans

Therapists or companies that get paid commission need a Creditor Record - with link to a commission plan.

Open

Example commission plan

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

Relationship Type Setup

This is a special relation type of “Contractor”

Therapists that need to be paid commission

Therapists payments

1. A % commission on services completed from zero to 100%

   1. BUY GL account from the service sold

2. A % of prescribed products sold

   1. % of RRP - Many products are standard stocked products

      1. Sell GL account from Stock Article > otherwise from Control Account “Cost of Sales”

   2. Some products are special (not stocked) created on the day

      1. Sell GL account from Stock Article > otherwise from Control Account “Cost of Sales”

Testing your setup

1. Commission plan examples

   1. Examples for therapists

   2. Examples for Admin staff

2. Suppliers

   1. Company example

      1. Therapists related to the company as SubContractors

   2. Individual examples

      1. Therapist

      2. Admin Staff

   3. Individual supplying subcontractors example

   4. Therapists related to the individual as SubContractors

3. Rosters setup

   1. Rosters for the therapists

   2. Rosters for admin staff

4. Book Sessions

   1. Sessions with a therapist

   2. Sessions with no therapist

5. Complete sessions

   1. Complete some with full final payment

   2. Complete some using bulk buys

   3. Complete some using Bundle buys

   4. Complete some with deposit retained

   5. Complete some with deposit credited or refunded

   6. Complete some missed or cancelled with cancellation fee

Full Test

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

Business Flow Diagram Example

Example Customer journal from above

Practitioner Reconcilation Journal above