Commissions

Commission rules define how providers earn commissions on sales. Each rule specifies what gets commissioned, at what rate, and who gets paid. When a sale matches a rule, the system finds the most specific rule and calculates the payout. Where to find it: Go to Settings > Commissions.

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The Commissions Page

The page lists all commission rules in a table with these columns: You can filter the list by name, provider, commission type, or category using the filter bar. You can also group rules by Provider or Item / Category to see how commissions are organized.

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Create a Commission Rule

Follow these steps to create a new commission rule from start to finish.

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Step 1: Start a New Commission

1. Go to Settings > Commissions.
2. Click New Commission in the top-right corner.
3. The commission editor opens.

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Step 2: Add Basic Information

Enter an optional Name (for example, “Provider Sales Commission”) and Description to identify the rule. If you leave the name blank, the system generates one from the rule’s scope.

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Step 3: Choose What to Commission

Under What to Commission, select what the rule applies to:

• All Sales — commissions on everything the provider sells.
• Item Type — select one or more types (Products, Services, Medications, Service Fees, Packages, Memberships).
• Category — pick a specific item category (for example, “Skincare”).
• Specific Item — choose one particular item or package.

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Step 4: Set the Commission Rate

Under Commission Rate, set the base rate as a Percentage (for example, 10%) or a Flat Amount (for example, $5.00). To reward higher sales volume, click Add tier to add tiered rates. Each tier has a Sales threshold — the dollar amount of sales a provider must reach before that tier’s rate applies. See Tiered Commission Rates for details on graduated vs. stepwise tiers and reset periods. Optionally check Deduct item cost to calculate commissions on profit instead of the full sale price.

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Step 5: Set the Recognition Basis (Optional)

Under Recognition Basis, choose when this rule pays out:

• Inherit — use the tenant’s default basis (set in Settings). This is the default.
• Cash — the commission is paid at the time of sale. For a $200 package, the provider earns the commission when the package is purchased.
• Accrual — the commission is deferred and paid each time the customer redeems a unit. For a 4-visit $200 package, the provider earns 1/4 of the commission at each redemption.

Cash and accrual basis is a standard accounting distinction. See Cash vs. accrual basis for a longer explanation and an example, or set a tenant-wide default in Settings > Billing.

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Step 6: Choose the Commission Payee

Under Commission Payee, choose who earns the commission:

• Seller — the provider who sold the package or membership.
• Provider — the provider who delivers the redeemed service.
• Last outbound contact — the staff member whose most recent one-to-one outbound call, text, or email to the patient happened before the appointment was booked.

Last outbound contact only credits staff outreach within 30 days before booking. Automated reminders, AI outreach, and message blasts do not credit an individual staff member.

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Step 7: Assign Providers

Under Assigned Providers, search for providers by name and select them. You can also click a team name to assign the entire team at once.

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Step 8: Save

Click Create to save the commission rule. It takes effect immediately for future matching sales.

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Basic Information

Give the rule an optional Name and Description to identify it. If no name is provided, the system generates a label from the rule’s scope (for example, “Services, Products” or “Skincare”).

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What to Commission (Applies To)

Choose what the rule covers: When a sale matches multiple rules, the most specific rule wins. For example, a rule for a specific item takes priority over a rule for all sales.

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Commission Rate

Each rule needs at least one rate. You can set either:

• Percentage — a percentage of the sale price (for example, 10%).
• Flat Amount — a fixed dollar amount per sale (for example, $5.00).

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Deduct Item Cost

Check Deduct item cost if you want the commission calculated on profit (sale price minus cost) instead of the full sale price.

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Tiered Commission Rates

If you want providers to earn a higher rate after reaching a sales goal, add additional tiers.

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Add a Tier

1. Inside the Commission Rate section, click Add tier.
2. Set the Sales threshold — the dollar amount of sales that must be reached before this tier kicks in.
3. Set the rate for this tier (percentage or flat amount).

The first tier is always the Base rate with no threshold. Additional tiers activate once the provider’s sales reach the threshold amount.

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Graduated vs. Stepwise

When you have multiple tiers, choose how they apply:

• Graduated — Each dollar of sales is commissioned at the rate of the tier it falls within. For example, if the base rate is 5% up to $5,000 and the next tier is 10% after $5,000, a $7,000 sale period pays 5% on the first $5,000 and 10% on the remaining $2,000.
• Stepwise — Once a provider reaches a tier, all of their sales (including earlier ones) use that tier’s rate. Using the same example, hitting $5,000 means the full $7,000 is paid at 10%.

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Tier Reset Period

Choose how often the sales total resets and providers start again from the base tier:

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Cash vs. Accrual Basis

Each rule can be set to cash basis, accrual basis, or inherit the tenant default. Cash basis recognizes the commission at the moment the sale is rung up. A 4-visit package sold for $200 with a 10% rule pays the provider $20 the day of purchase, regardless of when the customer comes in for visits. This is the simpler model and matches most clinics’ day-to-day cash flow. Accrual basis defers the commission to when the customer actually consumes the package. The same $200 / 4-visit package pays $5 at each redemption ($200 / 4 visits × 10%). If the customer never returns for the last two visits, the provider only earns $10 instead of the full $20. Refunds also reverse cleanly — a refunded redemption cancels its prior payout automatically. Which to use depends on how you think about revenue and provider pay:

• Use cash if you want providers paid up-front and don’t mind clawbacks via separate adjustments when packages get refunded or expire unused.
• Use accrual if you want provider earnings to track actually-delivered services. This aligns with how you’d recognize the revenue on the books and avoids paying commission on a sale that never gets fulfilled.

Inherit uses the tenant’s default basis, which you set in Settings > Billing. Most rules should inherit so the tenant-wide policy is consistent. Override on a per-rule basis when you want a specific rule (for example, a separate sales bonus rule) to behave differently.

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Commission Payee

Use Commission Payee to choose who earns the rule’s payout:

• Seller — the provider who sold the package or membership.
• Provider — the provider who delivers the redeemed service.
• Last outbound contact — the staff member whose most recent one-to-one outbound call, text, or email to the patient happened within 30 days before the appointment was booked.

Use Seller when the person who made the sale should be paid. Use Provider when the person who delivers the redeemed service should be paid. Use Last outbound contact to credit front desk follow-up that leads to a booked appointment. Automated reminders, AI outreach, and message blasts do not credit an individual staff member. If the most recent contact before booking was automated or sent as a blast, no Last outbound contact commission is paid.

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Assign Providers

Use Assigned Providers to choose which providers are included in a commission rule.

1. Scroll to the Assigned Providers section.
2. Search for providers by name and select them, or click a team name to assign the entire team at once.

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Edit a Commission Rule

Click any rule on the Commissions page to open it for editing. Make your changes, then click Save.

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Duplicate or Archive a Rule

Click the settings icon on any rule to:

• Duplicate — Creates a copy of the rule with all its settings. You can then rename it and adjust as needed.
• Archive — Removes the rule. All assigned providers are unassigned.

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Bulk Actions

Select multiple rules using the checkboxes, then use the action bar at the bottom to:

• Assign Providers — Add providers to all selected rules at once.
• Archive — Archive all selected rules.