How to Apply Default and Ad-hoc Commissions When Selling Memberships

Always on Time (AOT.plus) provides the option to record a commission percentage or rate for every successful membership purchase. In addition, keep track of sales commissions and save time on the payroll, as all commissions are saved and displayed in your Reporting Dashboard. This feature will enable AOT Tenants to provide commissions for every product sold and award staff these commissions on top of their usual pay.

Check out this article to learn how to use and set up a sales commission for your business. 

Setting the Default Commission Rate depends on your Payment Policy. A default commission applies to every membership (packages or subscriptions) sold.

Admins can view the sales commissions for each membership sold on the Sales & Commission Report and the total commission on the Staff Payroll Report.

1. Go to Settings in the sidebar and click Payment Policy.
   
2. Choose your Preferred Policy. Learn more about setting up your payment policy in this article: Basic Functionality > How to Set Up your Booking Page Payment Options?
   
3. Once the Payment Policy is set, you can set a Default Commission Rate by percentage or a specific rate that will apply to all POS membership orders. For example, a 20% or $20 default commission rate.
   
4. Click Save. 
   

When clients purchase a membership in the AOT POS, it automatically adds a default commission rate sold to each staff. For example, you set a $20 default commission rate in the Payment Policy. It will reflect in the POS Commission Rate.

The commission rate depends on the set Payment Policy, and admins can adjust the rate per POS purchase before completing the payment. It will automatically apply to the staff’s Total Commission.

Admins can view the sales commissions for each membership sold on the Sales & Commission Report and the total commission on the Staff Payroll Report.

Note: Learn more about setting up a POS system in this article: Basic Functionality > Purchase a Membership Using the Point of Sale System for Existing and New Clients. 

Admins can still edit and update the staff's commission for a membership order, they can do it on the Order Tab in the Client Dashboard.

1. Go to Clients in the sidebar, search for the client that made the purchase, or use the search box at the top of the screen and enter the Client’s name.
   
2. On the Client Page, select the Orders tab. You’ll see the list of membership orders.
   
3. Select the edit icon beside refund to view and edit the commission amount or sales staff.
   
4. Once updated, click Save. 
   

1. To view and generate a detailed Sales and Commission Report, go to Report in the sidebar, and select Sales and Commission Report. 

2. Alternatively, you may also view Staff Payroll Report to view the detailed commission report per staff.

3. Admins can export the Reports in Excel format. First, filter the report you want to generate and select the “Export to Excel” button at the top. It will automatically save into your local disk drive.

PRO TIP: Set a specific role or permission for your staff. Only the staff with access to personal details and other information can view and edit reports and payroll. Learn more.

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