Overview

Reporting based on providers’ commissions is now available within the Spa Reservations systems. To use the report, follow the process outlined in this article.

Required Permissions

• Spa Admin

Commissions Reporting

The Commissions Reporting feature will need to be turned on by a Clubessential team member before it can be used. To request this feature be enabled for your club, contact the Customer Support Team by emailing support@clubessential.com, or by Chatting or Creating a Case through your Clubessential Community account.

Once enabled, on your Reservations Dashboard, select Providers from the Admin Setup section.

 Then, edit the Provider Profile and enter each provider’s commission percentage rate for each applicable service category then click save.

• Note: Clubessential Accounting and Mobile POS users have the option to assign a Gratuity Item to a provider. To do so, once Commission Reporting has been enabled, create a unique gratuity item/SKU for each of your providers in CMA. The Gratuity Item should be set as a “Ask for Reservation” item. The items also need to be marked as Active and not Hide in POS. You will also want to ensure that these new gratuity items are added to the proper area’s screen group in Mobile Point of Sale. For further information on creating an item, refer to the Create an Item knowledge article.

Next, add the provider's Gratuity Item in the Provider profile. Click into the Gratuity Item box and begin typing the Name or SKU for the item that you created for that specific provider. Once you see the item, click on it to add it and then scroll to the bottom and Save.

Clubessential Accounting and Mobile POS users will need to manually add the Gratuity Item for each provider to the ticket in Mobile Point of Sale should the member/guest decide to leave a gratuity. If so, then it will ask which reservation the gratuity should be associated with if there are multiple appointments on the ticket then the gratuity will be included as part of the commission report. Clicking the + Tip button in Mobile POS will not correlate the gratuity with a particular provider or appointment and will not be added to the Commission Report, so the Gratuity Item will need to be manually added to the ticket.

Gratuity items can be up-charged to designate how much gratuity to leave or alternatively, they can be set as “Ask for Price,” so the user is prompted to enter the gratuity right away.

Clubessential Accounting and Mobile POS users will also have accurate data about the actual total amount that the member/guest paid as part of their commission report since we will know the total after any discounts, etc. The commission percentage is calculated based on the amount the member or guest actually paid and not the list price of the service.

Clubs that use a third-party accounting system for Point of Sale will see their calculations for commissions based off of the list price of the service entered in the service setup table. Since Clubessential does not have access to third party Point of Sale systems, we will not know what the member/guest actually paid at the time of service or whether a gratuity was provided.

To access the Commission Report, select Reporting from the Scheduling section of your dashboard.

Then, select the Commission Report from the list of options in the left-hand section of the screen.

Use the drop-down options and calendar picker to filter data to match the information desired in the report. Then select Run Report. After running the report, the filters and date pickers can be adjusted and the report updated by selecting Refresh Report

To export a report, select the Export option in the top left corner of the report grid.

Best Practices

• For Clubessential Accounting and Mobile POS users establishing Gratuity Items: Since the gratuity amount will vary for each service, mark the gratuity items as ask for price when building the item within CMA.

• At this time, only the items associated with the service in the Service Setup table and the Gratuity item manually added to the ticket in Mobile POS will display on the commission report. If you remove the item/SKU associated with the service and replace it with a different item/SKU, that will not show as part of the Commission Report.

FAQs

Now that this report is available, do I need to set up Items/SKUs for each of my Providers for each service and duration?

No, now that you can calculate commissions that should be paid to each provider, there should not be a need to set up unique Items/SKUs for each provider and service/duration. Ex: having a generic item for 90-minute Hot Stone Massage, rather than Josie 90 minute Hot Stone Massage, Ian 90-minute Hot Stone Massage, etc.

Will Providers be able to see the Commission Report for other providers?

No, unless they have Administrative access to the system. If not, then they will only be able to see their own personal commission report.

Does the Commission Report support commissions paid on sales of retail items?

No, it does not currently. We are hoping to determine a way to support this in a future iteration.